Semiconductor News & Analysis Feed
900 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips?
Daniel Sparks, The Motley Fool
Sun, June 21, 2026 at 11:41 AM PDT 5 min read
INTC
+5.19%
2330.TW
-0.80%
NVDA
-0.97%
AAPL
-0.34%
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Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Intel (
INTC
+5.19%
) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design and build chips in the U.S. It was the latest in a run of high-profile interest that includes an announced collaboration with Nvidia.
After years of being written off, Intel's foundry comeback suddenly
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
D-Wave, Lands
D-Wave Lands $100M CHIPS Act Support as Gate-Model Simulator Countdown Begins
20.06.2026 - 21:06:25 | boerse-global.de
D-Wave Quantum secures $100M CHIPS Act funding for gate-model qubit roadmap and unveils an error-aware quantum simulator, targeting commercial launch in September 2026.
D-Wave - D-Wave Quantum 20.06.2026 - Bild: über boerse-global.de
D-Wave Quantum has given inves
2026-06-21
memeburn.com
2026-06-21
Memeburn
TL;DR
Amazon may sell Trainium chips directly outside AWS.
Trainium has reached a $20 billion annual revenue run rate.
OpenAI, Anthropic, and Uber have made major Trainium commitments.
Amazon claims Trainium3 can match Nvidia Blackwell at lower cost.
Google’s external TPU push signals a wider shift toward custom AI chips.
Nvidia still leads the AI accelerator market, but hyperscaler silicon is ga
2026-06-20
news.google.com
2026-06-20
foreignpolicyjournal.com
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, June 20, 2026 at 5:02 AM PDT 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
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President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and l
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, 20 June 2026 at 5:02 am GMT-7 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and lauded his efforts to bring chip production ba
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
news.google.com
2026-06-20
EE Times
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
Coherent (COHR) Stock Could Be 77% Overvalued After CHIPS Act Funding News
June 20, 2026
Simply Wall St
Coherent (COHR) is back in focus after signing a letter of intent to receive up to US$50 million in CHIPS and Science Act funding to expand its Indium Phosphide semiconductor facility in Sherman, Texas.
See our latest analysis for Coh
2026-06-20
boisedev.com
2026-06-20
BoiseDev
boisedev.com
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
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NVDA
-0.97%
AMD
+2.65%
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Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
eetimes.com
2026-06-19
The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.
2026-06-19
memeburn.com
2026-06-19
Memeburn
TL;DR
Qualcomm is reportedly in talks to buy Tenstorrent for between $8 billion and $10 billion.
Tenstorrent is an AI chip design company with serious engineering talent, including well-known chip designer Jim Keller.
The deal would push Qualcomm into AI infrastructure, a space currently dominated by Nvidia.
Qualcomm’s strengths in mobile chips and 5G don’t automatically translate to AI infrastru
2026-06-19
www.moomoo.com
2026-06-19
Moomoo
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105115143 : which share is still having room to grow for memory and Chip ?
skumaar42 : Memory chips have emerged
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
digitimes.com
2026-06-19
Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.
2026-06-19
digitimes.com
2026-06-19
US President Donald Trump said on June 18 that Apple has agreed to work with Intel to design and manufacture chips in the US, a claim he made in a post on his Truth Social platform.