Semiconductor News & Analysis Feed
515 articles
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
2026-06-16
digitimes.com
2026-06-16
Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it, potentially benefiting Apple's suppliers such as Samsung Electronics and SK Hynix. The shift could drive both shipment growth and higher prices for mobile DRAM.
2026-06-16
www.digitimes.com
2026-06-16
digitimes
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time th
2026-06-15
wccftech.com
2026-06-15
Wccftech
TSMC is expected to raise prices of its 2nm wafers, which might lead NVIDIA and Apple to consider using Samsung as an alternative.
We know that TSMC is already ramping up volume production of its cutting-edge 2nm process, which is also one of the most advanced technologies in the world. But the latest tech also comes at a high price. This is due to significantly higher demand & markups driven by
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.
2026-06-14
tomshardware.com
2026-06-14
Hassam Nasir
Don't buy a MacBook is gaming is a priority.
2026-06-14
www.digitaltrends.com
2026-06-14
Digital Trends
Windows laptops have been chasing the gold that Apple struck years ago with its M-series chips. Back in 2020, Apple revealed a new lineup of MacBooks powered by silicon that seemed generations ahead in efficiency, integration, and even performance. It was a system that was built around the hardware instead of merely running on top of it.
At Computex 2026, Nvidia RTX Spark looked like one of the m
2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
NVIDIA says its GPUs with Confidential Computing are now being used for confidential inference in Apple’s Private Cloud Compute, as Apple extends the system beyond its own data centres to Google Cloud. The move brings NVIDIA Blackwell GPUs into the hardware security architecture that supports some server-side Apple Intelligence workloads.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA
Anusuya Lahiri
Thu, June 11, 2026 at 4:31 AM PDT 6 min read
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Apple Inc.’s latest AI announcements sparked a fresh debate on Wall Street, with a
2026-06-10
hothardware.com
2026-06-10
HotHardware
Apple Taps NVIDIA Blackwell GPUs In Google Cloud To Power Next-Gen Siri AI
by Aaron Leong — Wednesday, June 10, 2026, 10:48 AM EDT
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Apple has formed a powerful tech triumvirate by partnering with Google and NVIDIA to supercharge its next-generation AI ecosystem. Announced at this year's Worldwide Developers Conference (WWDC), the partnership integrates NVIDIA Blackwell B200 hardware in
2026-06-10
michaelparekh.substack.com
2026-06-10
AI: Reset to Zero
AI: Apple Intelligence & Siri AI hum with 'Google & Nvidia' inside. AI-RTZ #1113
...Apple can win AI on iPhone, Macs & Devices, by being Apple
MICHAEL PAREKH
JUN 10, 2026
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Paraphrasing an iconic Intel campaign, it’s Apple’s AI strategy, with ‘Google & Nvidia Inside’. Let me unpack.
The suspense over around AI Siri with WWDC 2026 yesterday. With positive reviews. Some even echoing my view th
2026-06-10
stocktwits.com
2026-06-10
Stocktwits
stocktwits.com
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2026-06-10
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2026-06-10
GuruFocus
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2026-06-10
blogs.nvidia.com
2026-06-10
NVIDIA Blog
NVIDIA Confidential Computing to Help Expand Apple’s Private Cloud Compute
NVIDIA GPUs to support server-side inference for Apple Intelligence, announced at WWDC.
June 9, 2026 by Avinash Ahuja
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NVIDIA GPUs with Confidential Computing are now used for confidential inference in Apple’s Private Cloud Compute (PCC), as it expands beyond Apple’s data centers to Google Cloud.
Unveiled during
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Thomas Richmond
Tue, June 9, 2026 at 3:26 PM PDT 4 min read
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Craig Federighi confirmed Apple's FM Cloud Pro runs on Nvidia GPUs inside Google Cloud, abandoning private infrastructure for its most demanding AI
2026-06-10
news.google.com
2026-06-10
CIO Dive
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
__fail__
2026-06-09
www.mitsloanme.com
2026-06-09
MIT Sloan Management Review Middle East
Apple Taps Google and Nvidia to Power Next-Generation AI
At the WWDC, Apple also announced an overhauled version of Siri, as it bid farewell to its longtime chief Tim Cook, who will be succeeded by John Ternus
MITSloan ME Editorial
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Apple Taps Google and Nvidia to Po
2026-06-09
www.cnbc.com
2026-06-09
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