Semiconductor News & Analysis Feed
95 articles
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
CDNS
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INTC
+7.49%
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Trading disclosure
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 als
2026-06-11
news.google.com
2026-06-11
Yahoo Finance Singapore
2026-06-11
semiengineering.com
2026-06-11
Ann Mutschler
Standalone GPUs are being replaced by heterogeneous SoCs and chiplets that combine CPUs...
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-08
www.engineering.com
2026-06-08
Engineering.com
www.engineering.com
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2026-06-08
www.tech-critter.com
2026-06-08
Tech Critter
Cadence has recently worked out a new deal with Samsung Foundry that pushes their existing partnership to a new high, as they focus on 2nm chip design for AI-heavy workloads, starting from concept to deliverable products, especially as designs get more complex with AI, HPC, and 3D-IC integration.
For Cadence, they are expanding their Memory and Interface IP portfolio on Samsung’s second-generatio
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-05
news.google.com
2026-06-05
digitimes
2026-06-04
www.engineering.com
2026-06-04
Engineering.com
The platform targets multimodal inference, dedicated endpoints and secure orchestration for continuously running AI systems.
GMI Cloud announced its support for the next era of agentic AI factories following the momentum of NVIDIA Vera Rubin platform at GTC 2026 Taipei.
NVIDIA VERA RUBIN.
As AI workloads evolve from single-model prompts into multimodal, long-running, autonomous systems, enterpr
2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
NVIDIA Partners With Microsoft on Unified Stack for Agentic AI Deployment, From Windows Devices to Cloud to Local
At Microsoft Build, the companies showcased how developers can build, run and scale agentic and physical AI across Windows devices, Azure cloud and local deployments through a unified accelerated computing stack.
June 2, 2026 by Dave Salvator
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The agentic AI moment has arrive
2026-06-02
telecom.economictimes.indiatimes.com
2026-06-02
ET Telecom
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.cnbc.com
2026-06-02
CNBC
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2026-06-02
www.thedailyupside.com
2026-06-02
The Daily Upside
Move aside, Mac Mini. Nvidia is making PCs specifically designed for running AI agents, CEO Jensen Huang announced Monday at a tech conference in Taipei.
Nvidia is introducing a new chip, the RTX Spark, to power its small-but-mighty laptops (the smallest model weighs three pounds and measures 14 millimeters). The chip, which Nvidia called “the most efficient PC chip ever built” will eventually be
2026-06-02
blogs.nvidia.com
2026-06-02
NVIDIA Blog
NVIDIA Jetson Brings Agentic AI to the Physical World
With NVIDIA JetPack 7.2 and NVIDIA NemoClaw support, Jetson is agentic-ready, giving developers a production-grade stack to deliver next-level intelligence to robotics, inspection and industrial automation.
June 1, 2026 by Chen Su
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Agentic AI is getting physical.
At COMPUTEX on Tuesday, NVIDIA announced NVIDIA JetPack 7.2 and NVIDIA
2026-06-02
www.cio.com
2026-06-02
cio.com
Open-source tooling, runtime security controls and a CPU that suits AI agents signal a broader push to operationalize autonomous AI workers.
Credit: Nvidia
Nvidia has unveiled a broad software and infrastructure stack aimed at helping enterprises move AI agents from experimentation into production, introducing an open-source toolkit, a secure runtime environment, and a new processor architecture
2026-06-01
news.google.com
2026-06-01
Industrial Cyber
2026-06-01
www.pcworld.com
2026-06-01
PCWorld
NEWS
Nvidia’s RTX Spark chip ‘reinvents’ laptops for agentic AI
Are Nvidia's RTX Spark PCs really new AI productivity tools, or just a fancy set of new gaming laptops?
By Mark Hachman
Senior Editor, PCWorld
JUN 1, 2026 5:39 AM PDT
Image: Nvidia
Summary created by Smart Answers AI
In summary:
Nvidia launched RTX Spark, a new Windows on Arm processor featuring a 20-core Grace CPU and 6,144 Blackwell