Semiconductor News & Analysis Feed

5899 articles
2026-06-16
www.investing.com 2026-06-16 Investing.com
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2026-06-16
wccftech.com 2026-06-16 Wccftech
US-based AI company, Tensordyne, has announced the successful tape-out of its Napier chip, which it claims to demolish NVIDIA's Blackwell & Rubin chips with leading token throughput and efficiency. The Napier chip will be the core component of the Tensordyne Napier TDN system, which is designed in collaboration with Broadcom and HPE Juniper Networks. The Napier platform has one goal: to unify AI
2026-06-16
wccftech.com 2026-06-16 Wccftech
The compact space inside smartphones makes it difficult to adopt High Bandwidth Memory (HBM), not to mention the thermal problem, but a rumor claims that Chinese smartphone brands have a custom-made Low Latency Wide DRAM (LLW) that adopts a similar integrated design as the aforementioned technology. While the design isn’t “true HBM,” it aims to resolve the performance bottleneck issue that LPDDR R
2026-06-16
www.proactiveinvestors.com 2026-06-16 Proactive financial news
Movers Written by: Angela Harmantas About this content Disclaimer No investment advice Share article Tower Semiconductor shares jump on IQE supply deal Published: 12:59 15 Jun 2026 EDT Tower Semiconductor (NASDAQ:TSEM) shares surged nearly 9% after the company signed a multi-year indium phosphide epiwafer supply agreement with IQE, targeting the fast-growing AI data center optical connecti
2026-06-16
developer.nvidia.com 2026-06-16 NVIDIA Developer
Mixture-of-experts (MoE) models have quickly become a foundational component of modern, large-scale AI systems. They are widely adopted because they enable substantially larger model capacity while activating only a subset of parameters for each token, offering an unparalleled approach for scaling performance within a practical compute budget. As model scales continue to grow, the optimization of
2026-06-16
www.techpowerup.com 2026-06-16 TechPowerUp
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2026-06-16
finance.yahoo.com 2026-06-16 Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock Joey Frenette Mon, June 15, 2026 at 9:12 AM PDT 4 min read META +5.30% Trade META on Coinbase Trading disclosure Quick Read Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties. Zuckerberg's wartime AI approach and MTIA's six-month in
2026-06-16
247wallst.com 2026-06-16 24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since how much money is flowing into Nvidia’s pockets for its GPUs. With a likely
2026-06-16
eetimes.com 2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.
2026-06-16
www.houstonchronicle.com 2026-06-16 Houston Chronicle
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2026-06-16
chargedevs.com 2026-06-16 Charged EVs
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2026-06-16
www.taipeitimes.com 2026-06-16 Taipei Times
A partnership between National Yang Ming Chiao Tung University and Taiwan Semiconductor Manufacturing Co (TSMC) offers semiconductor-focused summer courses to 760 students. The program would allow students to spend two months gaining exposure to core semiconductor knowledge and technologies in preparation for further study or entry into the industry, the university said. Course registration is t
2026-06-15
news.google.com 2026-06-15 Idaho Business Review
2026-06-15
news.google.com 2026-06-15 TradingView
2026-06-15
www.theinformation.com 2026-06-15 The Information
Amazon’s Jassy Raised Concerns About Anthropic Model Before Trump Crackdown  Save 25% to unlock this story Unlimited access to our journalism, newsletters, charts and data library, and event discounts. Annual + Deep Research, 60+ org charts, proprietary databases and survey results. Search, find and engage with others who are serious about tech and business. Follow and be a part of discussions
2026-06-15
www.theinformation.com 2026-06-15 The Information
Amazon’s Jassy Raised Concerns About Anthropic Model Before Trump Crackdown  Save 25% to unlock this story Unlimited access to our journalism, newsletters, charts and data library, and event discounts. Annual + Deep Research, 60+ org charts, proprietary databases and survey results. Search, find and engage with others who are serious about tech and business. Follow and be a part of discussions
2026-06-15
www.ft.com 2026-06-15 Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%. Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%. FT Weekend newspaper delivered Saturday plus complete d
2026-06-15
www.tikr.com 2026-06-15 TIKR.com
Key Stats for ASML Stock Price change for ASML stock in last month: 24% $ASML Share Price as of Jun. 12: $1,864 52-Week High: $1,904 $ASML Stock Price Target: $1,708 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? ASML (ASML) stock is drawing fresh attention after Elon Musk addressed the company’s annual technolog
2026-06-15
seekingalpha.com 2026-06-15 Seeking Alpha
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2026-06-15
www.fool.com 2026-06-15 The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years. Nvidia ( NVDA +2.88% ) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp