Semiconductor News & Analysis Feed

In August 2026, Infineon Technologies AG saw a modest stock rise driven by a new silicon carbide supply agreement with Fox ESS, a key player in residential energy storage, and strong Q3 FY26 financial results. The deal underscores Infineon's strategic push into distributed energy infrastructure, whe

Apple introduced its new M6 processor on August 25, 2026, launching first on the Mac Mini. Built on a 2nm process, the M6 represents a significant leap from its predecessor, the M5, which was fabricated using TSMC's 3nm process. The M6 features 12 CPU cores (two super cores, four performance cores,

NVIDIA has unveiled the Jetson Orin Nano 2, a new edge computing platform designed to enhance AI model execution on robotics devices. The chip doubles the compute capacity of its predecessor, delivering 78 trillion operations per second while operating at just 15 watts, significantly improving energ

The artificial intelligence infrastructure market is entering a new phase, shifting from merely acquiring GPUs to building complete AI factories capable of generating tokens reliably and at scale. This evolution marks a critical transition from hardware procurement to system-level integration and op