Semiconductor News & Analysis Feed
563 articles
2026-06-11
news.google.com
2026-06-11
Yahoo Finance
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
On June 5, SpaceX quietly announced that it had entered into a massive compute capacity agreement with Alphabet's (
GOOG
2.23%
) (
GOOGL
1.95%
) Google. SpaceX is effectively leasing access to a cluster of 110,000 Nvidia (
NVDA
3.39%
) GPUs, along with supporting CPUs, memory, and related data center hardware. In exchange, Google will pay SpaceX $920 million per month between October 2026 and June
2026-06-11
blog.adafruit.com
2026-06-11
Adafruit
blog.adafruit.com
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2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
kalkinemedia.com
2026-06-10
Kalkine Media
Texas Instruments Charges Into Battery Tech Race
NASDAQ COMPOSITE
TXN
7 min read | June 10, 2026 05:31 AM PDT | By Anmol Khazanchi
Google News:
Image source: shutterstock
Recent News
Market Rotation Fuels Fresh Interest In Consumer Staples
Consumer Stocks Face Inflation Test As Spending Caution Builds
Alphabet & Intel Chip Deal Is Reshaping The Platform Power Map
Streaming Platforms Face A N
2026-06-10
www.theregister.com
2026-06-10
The Register
SYSTEMS
SpacemiT shows off usably quick RISC-V mini desktop
Actual RVA23 hardware and useful performance – for a certain price
Liam Proven
13
Published Wed 10 Jun 2026 // 09:33 UTC
UBUNTU SUMMIT SpacemiT is demonstrating its impressive new K3 RISC-V SoC, a fairly hefty 16-core device – with a moderately hefty price.
One of the few hardware vendors exhibiting at the recent Ubuntu Summit was Sp
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Scott Galloway Says Tesla, Nvidia, Broadcom Could Get Caught In The Crossfire Of The Space X IPO
Daragh Thomas
Wed, June 10, 2026 at 2:45 AM PDT 5 min read
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NYU professor Scott Galloway warns a wa
2026-06-10
ts2.tech
2026-06-10
TechStock²
10 JUNE 2026
AMS:ASML·SEMICONDUCTORS·STOCK MARKET
2 MINS READ
ASML SHARES DIP AFTER TERAFAB HYPE FACES EUV SHIPPING HURDLE
BY ROMAN PERKOWSKI
AMSTERDAM, June 10, 2026, 10:19 CEST
ASML shares slipped a bit on Euronext Amsterdam. The stock had jumped earlier this week with the AI rally.
Investors are watching Elon Musk’s Terafab tie-up to see if it drives real ASML tool demand.
ASML’s Q2 numbers
2026-06-10
www.digitimes.com
2026-06-10
digitimes
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and...
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2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
news.google.com
2026-06-10
InvestorPlace
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
At $280.82, IBM (NYSE:IBM | IBM Price Prediction) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case.
Video Muted
IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM Z mainframes), and Fin
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
www.phoronix.com
2026-06-09
Phoronix
RISC-V CPU Performance Up 8x In Five Years: SiFive HiFive Unmatched To SpacemiT K3
Written by Michael Larabel in Processors on 9 June 2026 at 10:12 AM EDT. Page 1 of 6. Add A Comment.
Recently I published some initial SpacemiT K3 benchmarks for that first-to-market RISC-V RVA23 SoC with the K3 Pico-ITX mini computer. In there was a comparison against modern Intel Core Ultra and AMD Ryzen desktop
2026-06-09
www.forbes.com
2026-06-09
Forbes
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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Spirit Electronics Announces Managed Access to U.S.-Based Advanced Semiconductor Manufacturing for Aerospace and Defense Programs
Spirit Electronics
Tue, June 9, 2026 at 6:30 AM PDT 2 min read
Spirit Electronics
PHOENIX, June 09, 2026 (GLOBE NEWSWIRE) -- Spirit Electronics today announced a new manage
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Forget Nvidia and SpaceX. This 150-Year-Old Indiana Company Could Become the World’s Largest in 5 Years
gorodenkoff / iStock via Getty Images
Rich Duprey
Tue, June 9, 2026 at 8:10 AM AST 6 min read
NVDA
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Quick Read
Jordi Visser argues Eli Lilly's AI infrastructure, proprietary metabolic data, and GLP-1 drugs could make it the world's largest company within 5 years.
Lilly's 150 y
2026-06-09
tomshardware.com
2026-06-09
Bruno Ferreira
The Nashville Zoo is pushing back on a proposed data center build, which would place servers in proximity with animal habitats.