Semiconductor News & Analysis Feed

870 articles
2026-06-22
blogs.nvidia.com 2026-06-22 NVIDIA Blog
NAIRR Science Program Reshapes Scientific Research, Powered by NVIDIA AI Infrastructure June 22, 2026 by Zoe Kessler 0 Share For the past two years, the U.S. National Science Foundation’s National Artificial Intelligence Research Resource (NAIRR) pilot program has driven innovative research across the U.S. for over 700 projects — spanning protein prediction and infectious disease outbreak manag
2026-06-22
m.techflowpost.com 2026-06-22 深潮TechFlow
伯恩斯坦研报解读:明年 HBM 价格必翻 2 倍以上,存储成为 AI 的负担 2026.06.22 - 前天 分享至 TechFlow Selected 深潮精选 海报 Banner 伯恩斯坦研报解读:明年 HBM 价格必翻 2 倍以上,存储成… HBM 长协锁价致盈利远低于普通 DRAM,伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍,并大幅上调三星、SK 海力士、美光目标价,存储行业迎来结构性重估。 2026.06.22 - 21:16:11 存储 专注Web3行业深度报道,洞察潮水流动的方向 HBM 长协锁价致盈利远低于普通 DRAM,伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍,并大幅上调三星、SK 海力士、美光目标价,存储行业迎来结构性重估。 撰文:小饼 HBM 还在按年度合同锁价,普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂,造普通
2026-06-22
www.zacks.com 2026-06-22 Zacks Investment Research
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2026-06-22
news.futunn.com 2026-06-22 富途牛牛
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2026-06-22
devops.com 2026-06-22 DevOps.com
NVIDIA Research Bets on Code, Not Tool Calls, to Fix AI Spatial Reasoning BY: TOM SMITH ON JUNE 22, 2026 NVIDIA Research has released SpatialClaw, an open-source framework that rethinks how AI agents handle one of the hardest problems in computer vision: Determining where things are in physical space. The project, published by NVIDIA’s research labs and hosted on GitHub under the NVlabs account,
2026-06-22
digitimes.com 2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
digitimes.com 2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-22
digitimes.com 2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-22
news.google.com 2026-06-22 twelfthmagpie.com
2026-06-21
tomshardware.com 2026-06-21 Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-21
www.businessinsider.com 2026-06-21 Business Insider
When Greg Estes retired last year after nearly 16 years at Nvidia to spend more time with his family, walking away from work proved trickier than expected. "It's really hard to go from a job like that, doing amazing things, and you just stop, and you're unemployed, looking at avocados at Safeway," said Estes, who worked closely with CEO Jensen Huang as vice president of corporate marketing and de
2026-06-21
news.google.com 2026-06-21 The Motley Fool
2026-06-20
wccftech.com 2026-06-20 Wccftech
The ARM-based ecosystem has been graced by another entrant in the form of NVIDIA’s RTX Spark, and with its arrival in laptops this fall, Qualcomm and Apple should feel a little hint of worry, mainly in one category, because they have had years to address a problem existing in these notebook SoCs and have failed to do so. Well, the clock is ticking for these two companies.
2026-06-20
letsdatascience.com 2026-06-20 Let's Data Science
INFRASTRUCTURE qualcomm npu compiler edge inference Researcher Uncovers Qualcomm NPU Compiler Internals 1 sources | June 20, 2026 6.2 Relevance Score Photo: datavorous.github.io · rights & takedowns QUICK SUMMARY Hide Sagnik Bhattacharjee (datavorous) published a June 2026 reverse-engineering analysis of stripped shared-object files from Qualcomm QAIRT v2.46.0.260424, targeting libHtpPrepare.so u
2026-06-20
tomshardware.com 2026-06-20 Mark Tyson
A security researcher has added another dimension to smart lightbulbs by stealthily adding what they call a 'cyberpunk digital dead drop' full of 'banned books.'
2026-06-20
tomshardware.com 2026-06-20 Luke James
Chinese defense supplier Harbin Xinguang Optic-Electronics Technology demo’d two man-portable anti-drone lasers at a Beijing arms expo this week.
2026-06-20
www.ad-hoc-news.de 2026-06-20 AD HOC NEWS
Infineons, Rally Infineon's 142% Rally Built on a GaN Legal Victory, a Chinese Court Loss, and a Robot Bet 20.06.2026 - 08:05:22 | boerse-global.de Infineon gains GaN patent wins in Europe, but China bans sales. Stock surges 142% on NVIDIA robotics deal and AI data center growth. Infineons - Infineon's 142% Rally Built on a GaN Legal Victory, a Chinese Court Loss, and a Robot Bet 20.06.2026 - Bi
2026-06-20
www.zacks.com 2026-06-20 Zacks Investment Research
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2026-06-20
www.zacks.com 2026-06-20 Zacks Investment Research
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2026-06-19
www.zacks.com 2026-06-19 Zacks Investment Research
We use cookies to understand how you use our site and to improve your experience. By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties. You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies. In ad