Semiconductor News & Analysis Feed
797 articles
2026-06-25
www.mlex.com
2026-06-25
MLex
By MLex Staff ( June 25, 2026, 06:33 GMT | Insight) -- China's top court has signaled it will generally uphold patent injunctions issued after a trial court finds infringement, using its decision to keep sales bans on certain Infineon Technologies gallium nitride products in place to guide future cases. China's top court has signaled it will generally uphold patent injunctions issued after a trial
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology (MU) Announces Collaboration with Anthropic to Scale Next Generation AI Infrastructure
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
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Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. Micron's share prices have zoomed 722.27% in the past year, while it has increase
2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
2026-06-25
digitimes.com
2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-25
www.azfamily.com
2026-06-25
AZ Family
Scottsdale man sentenced for conspiracy to steal semiconductor testing trade secrets
An Israeli citizen living in Scottsdale has been sentenced in a case involving the theft of a Valley company’s trade secrets.
By Ryan McCoy
Published: Jun. 25, 2026 at 7:03 AM GMT+8|Updated: 3 hours ago
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SCOTTSDALE, AZ (AZFamily) — An Israeli citizen living in Sc
2026-06-25
news.google.com
2026-06-25
HIT Consultant
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
On the Move
Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers
Jun 24, 2026, 3:20 PM ETQUALCOMM Incorporated (QCOM) Stock, META Stock, MSFT StockBy: Brandon Evans, SA News Editor
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Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI i
2026-06-25
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2026-06-25
CNBC
2026-06-24
www.bloomberg.com
2026-06-24
Bloomberg.com
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2026-06-24
www.thediplomat.ro
2026-06-24
The Diplomat Bucharest
HomeNewsGunter Krasser, Infineon Technologies: “Building technology hubs requires talent, collaboration and funding”
Gunter Krasser, Infineon Technologies: “Building technology hubs requires talent, collaboration and funding”
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JUNE 24, 2026
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PETRE BARAC
Strong university partnerships, thriving technology ecosystems and targeted funding mechanisms are es
2026-06-24
www.astutegroup.com
2026-06-24
Astute Group
www.astutegroup.com
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2026-06-24
medcitynews.com
2026-06-24
MedCity News
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2026-06-24
pulse2.com
2026-06-24
Pulse 2.0
Micron Technology announced a strategic agreement with Anthropic focused on scaling next-generation AI infrastructure. The collaboration spans memory and storage AI architecture design, a supply agreement, enterprise adoption of Claude across Micron, and a strategic investment in Anthropic’s Series H funding round.
Micron said the agreement connects the demands of frontier AI models with how infr
2026-06-24
www.ad-hoc-news.de
2026-06-24
Ad-hoc-news.de
Ams, Osram
Ams Osram Secures €1bn Bond to Halve Financing Costs as €570m Infineon Sale Hangs in Regulatory Balance
24.06.2026 - 03:15:47 | boerse-global.de
Ams Osram places €1B bond at 7.25% to cut annual interest costs by €40M, eyes Infineon sensor sale for deleveraging; stock up 134% YTD but recent volatility persists.
Ams - Ams Osram Secures €1bn Bond to Halve Financing Costs as €570m Infineo
2026-06-24
blogs.nvidia.com
2026-06-24
NVIDIA Blog
NVIDIA and AWS Collaborate to Bring AI to Production at Scale
June 23, 2026 by Josiah Byers
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Building AI systems at scale is demanding, requiring low-latency inference, fast vector search, strong GPU price-performance and infrastructure that can grow without multiplying operational complexity.
NVIDIA’s latest work with Amazon Web Services (AWS) addresses each of those constraints. Acro
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-24
digitimes.com
2026-06-24
At VivaTech 2026 in Paris last week, Philippe Keryer, Chief Strategy and Innovation Officer at Thales, identified Europe's core quantum challenge in a single observation: "The problem is not really how we invent, it's really how we scale."