Semiconductor News & Analysis Feed
231 articles
2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows
2026-06-05 Semiconductors editor
News
Please note that this article cites information from Sisa Journal, Economic Daily News, Commercial Times, Forbes and The Elec.
As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate so
2026-06-05
news.google.com
2026-06-05
digitimes
2026-06-04
aimagazine.com
2026-06-04
AI Magazine
Dell Technologies has announced an update to the Dell AI Factory, which will see NVIDIA support data processing, retrieval, orchestration and runtime workloads for agentic AI.
The expansion adds Dell PowerEdge servers built with NVIDIA Vera CPUs to what Dell describes as the industry’s broadest AI infrastructure portfolio.
McKinsey estimates there is a US$1tn opportunity for AI in industrial sec
2026-06-04
www.digitimes.com
2026-06-04
digitimes
Taiwan Semiconductor Manufacturing Co. (TSMC) told shareholders on June 4 that the AI surge is creating major opportunities, but also leaving TSMC with the bulk of the investment and operating burden. Chairman C.C. Wei said the company's long-term edge still...
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2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Research Unlocks Advanced Grasping, Smarter Autonomous Driving and Agent Training at Scale
New NVIDIA Research breakthroughs show how training at scale — across gripper types, driving scenarios and virtual worlds — creates AI that generalizes to diverse applications.
June 3, 2026 by Isha Salian
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What makes a robot gripper useful isn’t that it can pick up one object — it’s that it
2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Research Unlocks Advanced Grasping, Smarter Autonomous Driving and Agent Training at Scale
New NVIDIA Research breakthroughs show how training at scale — across gripper types, driving scenarios and virtual worlds — creates AI that generalizes to diverse applications.
June 3, 2026 by Isha Salian
0
Share
What makes a robot gripper useful isn’t that it can pick up one object — it’s that it
2026-06-03
eetimes.com
2026-06-03
Photonics supercharges AI computing by shattering data bottlenecks.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
www.theregister.com
2026-06-02
The Register
Personal Tech
'Resistance is futile,' says Qualcomm CEO. AI agents will be become invisible, inescapable, follow you across devices
Your personal Jarvis or an end to privacy as we know it?
Tobias Mann
Systems editor
50
Published Tue 02 Jun 2026 // 13:20 UTC
COMPUTEX 2026 In his Computex keynote speech this week Qualcomm CEO Cristiano Amon offered a glimpse of an AI-augmented future straight ou
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.indexbox.io
2026-06-02
IndexBox
Researchers from Monash University have developed a valleytronics circuit capable of generating, directing, and reading light-based information on a single chip, according to a source report. The device operates at room temperature and can handle multiple streams of information simultaneously. In a demonstration, the team encoded and processed two different images at once using the circuit. The re
2026-06-02
tomshardware.com
2026-06-02
Joe Shields
Here at Computex 2026 in Taipei, Asus held an early press event to showcase its updated Zenbook, Expertbook, and Strix Scar laptops, along with the new TUF T700 gaming desktop.
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
www.pcmag.com
2026-06-02
PCMag
Nvidia kicked Computex off with massive news: a major consumer laptop play, powering a new class of AI PCs with a laptop superchip called the RTX Spark.
This isn't just about throwing an Nvidia sticker on a keyboard deck and dropping a jumped-up Arm chip inside. Nvidia’s move is a step change in laptop hardware. By taking the heavy-lifting AI components of Nvidia’s DGX Spark developer desktop, em
2026-06-02
eetimes.com
2026-06-02
Kevin Zhang said 3D integration is important, but transistor scaling remains the semiconductor industry's primary driver of performance and energy-efficiency gains.
2026-06-01
www.armis.com
2026-06-01
Armis
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2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
eetimes.com
2026-06-01
The Japanese litho firm is lowering the price of its ArF tools while also launching a brand-new immersion platform by 2028.