Semiconductor News & Analysis Feed
95 articles
2026-06-17
www.forbes.com
2026-06-17
Forbes
INNOVATION
ENTERPRISE TECH
As Agentic AI Reshapes Computing, Could It Reshape Qualcomm?
ByKarl Freund,
Contributor.
Founder and Principal Analyst, Cambrian-AI Research LLC
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Jun 17, 2026, 08:00am EDT
Summary
The rise of Agentic AI, capable of setting goals and executing multi-step tasks, is fundamentally altering AI infrastructure requirements. Unlike traditional generative AI, th
2026-06-17
tomshardware.com
2026-06-17
Anton Shilov
Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.
2026-06-17
www.eenewseurope.com
2026-06-17
eeNews Europe
Hewlett Packard Enterprise (HPE) has unveiled a major expansion of its AI portfolio aimed at helping enterprises move agentic AI from experimentation into full-scale production. Announced at HPE Discover 2026 in Las Vegas, the new offerings enhance the HPE AI Factory with NVIDIA and introduce new capabilities focused on security, governance, scalability, and AI sovereignty.
2026-06-17
www.sdxcentral.com
2026-06-17
SDxCentral
HPE nabs more Nvidia fuel to augment agentic AI efforts
The moves are targeted at accelerating enterprise returns on their AI-angled investments
June 17, 2026 By Dan Meyer Have your say
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– Dan Meyer
LAS VEGAS – Hewlett Packard Enterprise (HPE) used this week’s Discover 2026 event to continue flooding the market with AI-angled updates and features, wit
2026-06-17
news.google.com
2026-06-17
Business Wire
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-14
wccftech.com
2026-06-14
Wccftech
NVIDIA's Blackwell GB300 has posted record performance in AA-AgentPerf, a new benchmark that measures Agentic AI workflows.
Artificial Analysis has a new benchmark out called AA-AgentPerf, which measures how many active agents an inference deployment can support under realistic workloads, which include:
The AA-AgentPerf benchmark is used to measure three key metrics, which form the basis of mode
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Published on June 13, 2026 at 1:59 pm by FAHEEM TAHIR in News
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With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile,
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
2330.TW
+2.67%
DX-Y.NYB
+0.06%
TSM
+0.68%
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Trading disclosure
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most pr
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal, Intel will utilize Cadence's AI agents and its Design IP products to enhance “Intel’s next-generation process technologies, beginning with Intel 14A.” The agreement provides evidence that my pre
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI
Larry Ramer
Sat, June 13, 2026 at 8:00 AM PDT 3 min read
INTC
-8.45%
CDNS
-1.69%
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Trading disclosure
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal
2026-06-13
digitimes.com
2026-06-13
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of 2026. The win could ripple through global PC supply chains, as the company prepares to serve major brand customers and ODM partners worldwide.
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
__fail__
2026-06-13
developer.nvidia.com
2026-06-13
NVIDIA Developer
AI agents have fundamentally changed the complexity of inference workloads. Until now, the industry has struggled to define a standard for measuring how inference systems perform under these conditions. Artificial Analysis AgentPerf (AA-AgentPerf) offers the industry’s first multi-vendor open benchmarks profiling trajectories that are representative of real-world AI agent coding tasks.
This post
2026-06-13
www.investing.com
2026-06-13
Investing.com
www.investing.com
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Arm (ARM), NVIDIA (NVDA) Executive Highlight Shift Toward Agentic AI Computing
Maham Fatima
Thu, June 11, 2026 at 1:15 PM PDT 2 min read
ARM
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NVDA
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Trading disclosure
Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm's Executive VP of the Edge AI Business Unit, announced that the newly unveiled
2026-06-12
www.gurufocus.com
2026-06-12
GuruFocus
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2026-06-11
tomshardware.com
2026-06-11
Luke James
Meta has finished separating its operations from Manus, the Chinese-founded agentic AI startup it acquired for roughly $2 billion in December.
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
3 min read
NVDA
+0.61%
AMD
+3.57%
INTC
+5.55%
Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmaker
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques a