Semiconductor News & Analysis Feed
5625 articles
2026-06-12
news.google.com
2026-06-12
Semiconductor Engineering
2026-06-12
embeddedcomputing.com
2026-06-12
Embedded Computing Design
Openchip Adopts Baya Systems WeaveIP Fabric for AI and RISC-V Platforms
By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 11, 2026
NEWS
Image Credit: Baya Systems and Openchip
Baya Systems and Openchip announced the companies have entered a strategic partnership. Openchip is licensing Baya Systems’ data-movement platform and Network-on-Chip (NoC) fabric technology to offer solutio
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
Top-three Semiconductor Spenders Heating up with CHIPS Act Funds
Author: Louis Tran
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Semiconductor equipment order activity increased to 80 °F last week. Memory continued to lead the upturn due to its exposure to AI.
The US advanced-packaging and leading-edge foundry market is heating up long term as CHIPS Act distribution is announced. After rec
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
EUV Lithography: A Power-Hungry Path to Innovation
Discover the energy-intensive realities of EUV lithography and its impact on semiconductor innovation—read how industry leaders are addressing sustainability challenges in our full report.
The Energy Cost of Technological Advancement
Extreme ultraviolet (EUV) lithography has revolutionized semiconductor manufacturing, enabling the production of
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
China Analysis: BYD Semiconductor’s Revenue Growth and Capacity Ramp-Up Outlook
2 Min Read September 19, 2025
BYD Semiconductor's rapid growth in power semiconductors sees revenue increase 5x since 2021, boosting its IGBT and SiC capabilities by 2026.
BYD Semiconductor has rapidly scaled its power semiconductor business, with revenue growing more than 5x since 2021 and wafer fab c
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
Wafer Demand Forecast – Q3 2025 Update
2 Min Read September 30, 2025
The semiconductor market is bifurcated, driven by AI growth in HBM, leading to an increase in DRAM's wafer allocation from 16% to nearly 21% by 2030.
The semiconductor market is increasingly bifurcated, with AI-related segments fueling robust growth while the rest of the industry faces headwinds from weaker end-m
2026-06-11
www.washingtontimes.com
2026-06-11
Washington Times
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2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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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.blocksandfiles.com
2026-06-11
Blocks & Files
Hitachi Vantara and David Chapa graphic.
High-end Hitachi Vantara arrays and Nvidia AI support
Chris Mellor
BLOCKS & FILES EDITOR
Published Thu 11 Jun 2026 // 15:44 UTC
The storage world of AI training and inferencing is dominated by scale-out, mid-range file and object storage systems supporting Nvidia GPU Direct, KV Caches and its STX architecture to keep GPUs processing token data. Yet large a
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock’s New CPU Story Big Enough to Cover Its China Silence?
June 11th, 2026 by Trefis Team
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NVIDIA
As management pivots hard to a massive new market, they’ve stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can’t afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock in last 5 days: -11%
$MU Share Price as of Jun. 11: $892
52-Week High: $1,089
$MU Stock Price Target: $811
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock dropped roughly 5% on Wednesday as a risk-off mood s
2026-06-11
www.pcmag.com
2026-06-11
PCMag
AMD isn't taking Nvidia's recent performance projections on its new Vera CPUs lying down. After Team Green approved some Phoronix test results showing Vera beating AMD's Epyc server chips in several tests, AMD has released estimated comparisons of its next-generation Venice Epyc chips based on its Zen 6 architecture, Tom's Hardware reports. It claims the per-rack performance of its new chips could
2026-06-11
www.koranmanado.co.id
2026-06-11
Koran Manado
www.koranmanado.co.id
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2026-06-11
wccftech.com
2026-06-11
Wccftech
With multiple supply chain reports focusing on Intel's EMIB-T chip packaging technology, analyst Ming-Chi Kuo has shared that TSMC's next-generation packaging technology, CoPoS, will enter mass production in 2028. CoPoS, short for chip-on-panel-on-substrate, seeks to overcome the limitations of the current CoWoS (chip-on-wafer-on-substrate) packaging technology by increasing the area on which the
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan is weighing stricter controls on exports of advanced AI chips to China, including possible criminal penalties for violations.
The review focuses on the most advanced AI accelerators and supporting technologies th
2026-06-11
pulse2.com
2026-06-11
Pulse 2.0
QBit Semiconductor announced the acquisition of a 60% stake in Singapore-based SinChip Technology, expanding its ASIC design services capabilities and strengthening its presence in high-growth markets, including Edge AI, high-performance computing, optical communications, and automotive semiconductors.
The transaction, completed on June 5, gives QBit operational control of SinChip, which will be
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Kyle Belmonte
Published: Jun 11 2026, 06:15 AM EDT
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APPLE.COM
With supplier component production already underway and a September 2026 launch on the horizon, the iPhone 18 Pro is taking shape as an unusual upgrade cycle — one in which the biggest improvement is optical rather than computatio
2026-06-11
siliconangle.com
2026-06-11
SiliconANGLE
Semiconductor fabric intellectual property company Baya Systems Inc. today announced that European chip and artificial intelligence systems firm Openchip & Software Technologies S.L. has licensed its data-movement platform and network-on-chip fabric technology to develop intelligent compute systems for next-generation artificial intelligence workloads.
Under the partnership, Openchip will use Bay
2026-06-11
www.semiconductor-today.com
2026-06-11
Semiconductor Today
Northrop Grumman develops market-ready GaN chip for W-band RF in under six months
US-based aerospace & defense technology company Northrop Grumman Corp has fabricated a new gallium nitride (GaN) chip that sets what is claimed to be a new performance standard for military and commercial use.
Developed and market-ready in under six months, the new chip fully leverages the W-band spectrum and enabl