Semiconductor News & Analysis Feed
886 articles
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:52 PM PDT 4 min read
NVDA
-2.37%
GOOGL
+1.06%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. B
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Nvidia (
NVDA
2.16%
) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google
2026-06-17
www.digitimes.com
2026-06-17
digitimes
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-06-17
digitimes.com
2026-06-17
The global appetite for AI chips is putting new strain on materials suppliers, turning one of Ajinomoto's lesser-known products into a pressure point for advanced semiconductor packaging.
2026-06-17
digitimes.com
2026-06-17
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
Geoffrey Seiler, The Motley Fool
Tue, June 16, 2026 at 2:29 PM PDT 5 min read
NVDA
-2.37%
GOOGL
+1.06%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NASDAQ: NVDA) with
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (
NVDA
2.16%
) with its graphics processing units (GPUs) and Alphabet (
GOOGL
+1.10%
) (
GOOG
+1.19%
) with its Tensor Processing Units (TPUs). The success of both is undeniable, as they are the two largest companies in the world by market cap as of this writing.
L
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia's China Woes Deepen As TikTok Parent ByteDance Eyes AI Chips From Iluvatar CoreX, Baidu: Report
Namrata Sen
Tue, June 16, 2026 at 12:31 PM PDT 6 min read
9903.HK
-1.89%
0700.HK
-0.45%
NVDA
-2.37%
688256.SS
+1.00%
Trade NVIDIA on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
ByteDance, the parent company of
2026-06-17
eetimes.com
2026-06-17
Edge AI chip company said it can speed up engineer productivity when transferring to its hardware from months to hours.
2026-06-17
www.sphericalinsights.com
2026-06-17
Spherical Insights
According to market research firm Spherical Insights, which has been working in the semiconductor, advanced packaging, chip manufacturing, artificial intelligence hardware, and electronics supply chain industry for the last 10 years, their market study indicates that the global advanced chip packaging market is experiencing substantial growth and is expected to expand significantly through 2035.
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
__fail__
2026-06-16
memeburn.com
2026-06-16
Memeburn
TL;DR
Google is reportedly in talks with Samsung to help manufacture its future AI chip, codenamed Icefish.
TSMC will likely remain the primary producer, but capacity constraints are pushing Google to diversify suppliers.
The move highlights how the AI boom is reshaping the global semiconductor industry and supply chains.
Google could soon give Samsung a major role in building one of its most ad
2026-06-16
www.tomshardware.com
2026-06-16
Tom's Hardware
Tech Industry Artificial Intelligence
Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the company at between $8 billion and $10 billion
News
By Anton Shilov published 15 hours ago
But for what?
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: Tenstorrent)
Share this artic
2026-06-16
www.msn.com
2026-06-16
MSN
__fail__
2026-06-16
www.msn.com
2026-06-16
MSN
Key Points
Elon Musk's SpaceX went public at an initial market value of $1.8 trillion, making it the largest IPO in history.
Among the 15 largest U.S. IPOs on record, the average stock dropped 33% during its first year on the market.
SpaceX trades at 115 times sales, which is 95% more expensive than the most richly valued stock in the S&P 500.
10 stocks we like better than Space Exploration Te
2026-06-16
www.msn.com
2026-06-16
MSN
WASHINGTON, June 16 (Reuters) - U.S. President Donald Trump has invoked the Defense Production Act to address constraints in weapons supply and development for munitions production and supply chains, according to a memo made public on Tuesday.
The move comes amid growing concern in Washington about the capacity of U.S. weapons manufacturers to meet demand.
Solid rocket motors, igniters and guida
2026-06-16
www.theregister.com
2026-06-16
The Register
SYSTEMS
Qualcomm said to be circling AI chip biz Tenstorrent in $10B RISC-V power play
Potential takeover would represent significant commitment to the open instruction set architecture
Dan Robinson
1
Published Tue 16 Jun 2026 // 11:15 UTC
Qualcomm is reportedly moving to buy AI chip firm Tenstorrent, an acquisition that could prove a major boost to the RISC-V ecosystem.
This comes from The I
2026-06-16
letsdatascience.com
2026-06-16
Let's Data Science
INFRASTRUCTURE
tsmc
chip packaging
cowos
copos
TSMC highlights CoWoS strength over panel packaging for largest AI chips
1 sources
|
June 16, 2026
6.8
Relevance Score
Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
QUICK SUMMARY
Hide
At TSMC's European Technology Symposium, Kevin Zhang, TSMC's senior vice president of business development and global sales and deputy co-COO, said that panel-l
2026-06-16
www.barrons.com
2026-06-16
Barron's
__fail__
2026-06-16
www.wsj.com
2026-06-16
WSJ
__fail__