Semiconductor News & Analysis Feed
4507 articles
2026-06-10
digitimes.com
2026-06-10
Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further into AI servers, optical modules, and industrial control applications.
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron’s Sold Out HBM4 Supply Puts AI Valuation Premium In Focus
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) has its 2026 HBM4 AI memory supply fully committed under long-term agreements, highlighting tight industry capacity.
The company has signed new multi-year supply deals and unveiled product
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm Primax Deal Highlights Edge AI Push As Valuation Stays Stretched
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Qualcomm is expanding into enterprise AI conference solutions through a new collaboration with Primax.
The partnership focuses on AI powered video conferencing and collaboration hardware built around Qualcomm’
2026-06-10
blogs.nvidia.com
2026-06-10
NVIDIA Blog
NVIDIA Confidential Computing to Help Expand Apple’s Private Cloud Compute
NVIDIA GPUs to support server-side inference for Apple Intelligence, announced at WWDC.
June 9, 2026 by Avinash Ahuja
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NVIDIA GPUs with Confidential Computing are now used for confidential inference in Apple’s Private Cloud Compute (PCC), as it expands beyond Apple’s data centers to Google Cloud.
Unveiled during
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Thomas Richmond
Tue, June 9, 2026 at 3:26 PM PDT 4 min read
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Craig Federighi confirmed Apple's FM Cloud Pro runs on Nvidia GPUs inside Google Cloud, abandoning private infrastructure for its most demanding AI
2026-06-10
www.newelectronics.co.uk
2026-06-10
New Electronics
www.newelectronics.co.uk
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2026-06-10
news.google.com
2026-06-10
InvestorPlace
2026-06-10
news.google.com
2026-06-10
CIO Dive
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
news.bloomberglaw.com
2026-06-10
Bloomberg Law News
A group of big tech companies convinced a federal judge to split up authors’ copyright lawsuit accusing them of pirating books to build artificial intelligence models.
The authors’ allegation that Anthropic PBC, Google LLC, Apple Inc., Nvidia Corp., Perplexity AI Inc., and xAI Corp. used the same library of pirated books to infringe isn’t sufficient to lump all of the companies into one lawsuit,
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
At $280.82, IBM (NYSE:IBM | IBM Price Prediction) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case.
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IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM Z mainframes), and Fin
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
Corning (GLW) is a global materials science powerhouse with a 175-year legacy of life-changing invention. The company operates across optical communications, display technologies, specialty materials, automotive, and life sciences. Corning is today one of the most compelling AI infrastructure plays hiding in plain
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Semiconductor by Gorodenkoff via Shutterstock
The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufacturing options. Taiwan Semiconductor Manufacturing Company (TSM) has become the dominant producer of leading-edge chips, powering everything from artificial intelligence accelerators to smartphones. As AI dema
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy
Rich Duprey
Tue, June 9, 2026 at 7:09 AM PDT 4 min read
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The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufact
2026-06-09
www.mitsloanme.com
2026-06-09
MIT Sloan Management Review Middle East
Apple Taps Google and Nvidia to Power Next-Generation AI
At the WWDC, Apple also announced an overhauled version of Siri, as it bid farewell to its longtime chief Tim Cook, who will be succeeded by John Ternus
MITSloan ME Editorial
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Apple Taps Google and Nvidia to Po
2026-06-09
www.ept.ca
2026-06-09
Electronic Products & Technology
Tool helps engineers by analyzing device combinations and recommending well-matched SiC MOSFET and gate driver pairings based on their system requirements
onsemi has rolled-out its Elite Pairing Studio, an online design tool that enables engineers to move beyond traditional component-level selection to quickly identify recommended combinations of silicon carbide (SiC) MOSFETs and gate drivers bas
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Applied Materials, Inc. (AMAT) Eyes Growing Southeast Asia Workforce by 25%
Catherine Talavera
Tue, June 9, 2026 at 6:39 AM PDT 2 min read
AMAT
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best AI Stocks to Buy in June. On June 3, Nikkei Asia reported that Applied Materials is targeting a 25% expansion of its Southeast Asia workforce this