Semiconductor News & Analysis Feed
893 articles
2026-06-19
www.businessreport.com
2026-06-19
Baton Rouge Business Report
THURSDAY, JUNE 18, 2026
Amazon weighs direct sales of AI chips in challenge to Nvidia’s dominance
By Daily Report Staff
Amazon is exploring a major expansion of its artificial intelligence chip business by considering direct sales of its custom AI processors to outside companies, Bloomberg reports.
The initiative centers on Trainium, a family of chips designed to provide a lower-cost alternativ
2026-06-19
techcrunch.com
2026-06-19
TechCrunch
If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in what might be one of the biggest challenges to Nvidia’s AI chip dominance we’ve seen so far.
Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to sell its AI chip Trainium to other companies for use in data centers. DeSantis declined to specify which companies could be the
2026-06-19
www.xtb.com
2026-06-19
XTB.com
Amazon is in talks to sell its proprietary AI chips to external data center customers. This move could signal a major shift in the balance of power within the artificial intelligence infrastructure market and intensify competitive pressure on Nvidia.
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According to availa
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Amazon CEO Jassy says company could sell AI chips, raising stakes for Nvidia, AMD
Daniel Howley · Technology Editor
Updated Thu, June 18, 2026 at 9:43 AM PDT 3 min read
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Amazon (AMZN) CEO Andy Jassy released his annual shareholder newsletter on Thursday, outlining the company's approach to AI and indicating that Amazo
2026-06-19
wccftech.com
2026-06-19
Wccftech
ASML CEO, Christophe Fouquet, believes that the demand from Elon Musk's Terafab project will be similar to fabrication plants capable of manufacturing millions of wafers per month. The executive spoke to Bloomberg, and his discussion ranged from data centers in space to the current stage of the semiconductor industry in the context of major demand from the AI buildout and Europe's position in the
2026-06-18
www.investing.com
2026-06-18
Investing.com
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2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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Get the most important global
2026-06-18
www.ad-hoc-news.de
2026-06-18
AD HOC NEWS
SMIC, KYG8167W1380
Why SMIC’s 14 nm FinFET process quietly powers everyday chips
18.06.2026 - 15:03:24 | ad-hoc-news.de
SMIC’s 14 nm FinFET technology is not the headline-grabbing 3 nm node, but it is a workhorse process that quietly drives smartphones, IoT devices, and industrial gear in China’s growing chip ecosystem. Where does this mature node convince, and where are its limits?
SMIC, KYG816
2026-06-18
wccftech.com
2026-06-18
Wccftech
Samsung has proven that it can leverage its advanced nodes to develop and mass produce cutting-edge chipsets, with the Exynos 2700 said to arrive on schedule as the company is progressing with its development without any reported hiccups. However, just because the Korean giant’s second-generation 2nm GAA SoC is showing promise, it doesn’t mean the entire division is moving with the same pace and e
2026-06-18
tomshardware.com
2026-06-18
Luke James
President Donald Trump said on Thursday that Apple has agreed to work with Intel to “design and build” chips in the United States.
2026-06-18
www.upi.com
2026-06-18
upi.com
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2026-06-18
www.govconwire.com
2026-06-18
GovCon Wire
Photo: SandboxAQ
Home
Civilian
SandboxAQ Wins $500M CHIPS Act Award for AI-Driven Semiconductor Material Development
SandboxAQ Wins $500M CHIPS Act Award for AI-Driven Semiconductor Material Development
MILES JAMISON
June 18, 2026
CIVILIAN
,
NEWS
SandboxAQ has received a $500 million CHIPS award from the Commerce Department
Under the definitive agreement, SandboxAQ will advance U.S. semiconductor
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
openthemagazine.com
2026-06-18
Open Magazine
US President Donald Trump has announced that Apple will partner with Intel to design and manufacture chips in the United States, a move that could mark a significant shift in the global semiconductor landscape and support Washington's efforts to rebuild domestic chip manufacturing capacity.
The announcement comes amid growing concerns over supply-chain resilience, geopolitical tensions and increa
2026-06-18
memeburn.com
2026-06-18
Memeburn
TL;DR
ByteDance is negotiating to buy 50,000+ AI chips from Shanghai-based Iluvatar CoreX, and is also considering a deal for Baidu's Kunlunxin chips
It's developing two of its own GPU types (one for training, one for inference) with TSMC manufacturing, aiming for mass production in 2026 and scaling to 350,000 units
Its 2025 AI budget is $12 billion, with 60% going to domestic suppliers like Huaw
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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2026-06-18
www.benzinga.com
2026-06-18
Benzinga
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2026-06-18
dig.watch
2026-06-18
Digital Watch Observatory
Home | Updates | US backs photonics expansion for AI data centres under CHIPS Act
The proposed investment would add manufacturing capacity and create high-skilled jobs in Texas.
The Department of Commerce’s CHIPS Program Office has signed a letter of intent to provide up to $50 million in direct funding to Coherent Corp. under the CHIPS and Science Act.
According to the CHIPS Program Office, th
2026-06-18
kfgo.com
2026-06-18
The Mighty 790 KFGO
SEOUL, June 18 (Reuters) – SK Hynix said on Thursday it has shipped samples of its latest high-bandwidth memory (HBM) chips to major customers, as the South Korean chipmaker seeks to strengthen its position in the fast-growing AI semiconductor market.
The next-generation 12-layer HBM4E chip reaches speeds of up to 16 gigabits per second per pin and offers over 20% better power efficien
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics has demonstrated a 3D stacked transistor structure with a 42-nanometer gate pitch, a research milestone that extends vertical integration, long used in memory chips, into logic semiconductors.