Semiconductor News & Analysis Feed
363 articles
2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
PRODUCTS & TOOLS
nvidia
gpus
supply chain
Nvidia GPU Demand Remains Strong as Blackwell Tightens
1 sources
|
June 8, 2026
7.2
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
Per Wedbush, Nvidia demand for `Grace Blackwell` GPUs is straining supply as memory tightens. `Grace Blackwell` GPUs have become more difficult to acquire, per Wedbush.
Scoring Rationale
High-demand Nvid
2026-06-08
www.thelec.net
2026-06-08
thelec.net
Infineon's EiceDRIVER 1EDI3040AS. (Photo: Infineon)
Infineon Technologies on June 3 local time introduced new gate driver integrated circuits (ICs) for electric vehicle (EV) traction inverters, named EiceDRIVER 1EDI3040AS and 1EDI3041AS.
Gate drivers are chips that send switching signals to power semiconductor devices. In traction inverters, these switches rapidly open and close to convert batte
2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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https://errors.edgesuite.net/18.2e0ed217.1780925397.20b9a3b9
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Nvidia CEO Jensen Huang (left) speaks during the Korea AI Ecosystem Reception in Seoul on Monday, attended by Science Minister Bae Kyung-hoon. (Yonhap)
Science Minister Bae Kyung-hoon met with Nvidia Corp. Chief Executive Officer (CEO) Jensen Huang in Seoul on Monday and discussed various areas of cooperation, including ways to nurture the local physical artificial intelligence (AI) ecosystem.
T
2026-06-08
electronics360.globalspec.com
2026-06-08
Electronics360
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2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
INFRASTRUCTURE
samsung
nvidia
hbm
Samsung, Nvidia Discuss Next-Generation HBM Cooperation
1 sources
|
June 8, 2026
6.9
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
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The head of Samsung Electronics' memory business met Monday with Nvidia CEO Jensen Huang to discuss
2026-06-08
simplywall.st
2026-06-08
simplywall.st
United States/Auto/NasdaqGS:TSLA
Latest News In Electric Vehicles - Innovative Tool Enhances Design Efficiency for Onsemi Solutions
June 08, 2026
Simply Wall St
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onsemi has unveiled its Elite Pairing Studio, an innovative online design tool aimed at optimizing power electronics applications, including those used in electric vehicles. This first-of-its-kind platform facilitates the
2026-06-08
www.reuters.com
2026-06-08
Reuters
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2026-06-08
digitimes.com
2026-06-08
As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.
2026-06-08
digitimes.com
2026-06-08
Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-07
letsdatascience.com
2026-06-07
Let's Data Science
INFRASTRUCTURE
nvidia
sk hynix
ai infrastructure
dram
Nvidia Secures SK Hynix DRAM for Vera Data-Center CPU
1 sources
|
June 7, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Bloomberg reporting, as summarized by Seeking Alpha, says Nvidia's newly unveiled Vera data-center CPU will incorporate memory supplied by SK Hynix. The coverage frames the an
2026-06-07
letsdatascience.com
2026-06-07
Let's Data Science
INFRASTRUCTURE
nvidia
rtx spark
arm pc
unified memory
Nvidia Unveils RTX Spark for Windows AI PCs
13 sources
|
June 7, 2026
8.1
Relevance Score
Photo: img.etimg.com · rights & takedowns
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Per NVIDIA's press release and Computex announcement, RTX Spark is a new Arm-based system-on-chip that combines a 20-core CPU, a Blackwell GPU with 6,144 CUDA cores, and up to 128GB of unified m
2026-06-06
letsdatascience.com
2026-06-06
Let's Data Science
FUNDING & BUSINESS
broadcom
ai semiconductors
customer concentration
vmware
Broadcom Posts AI Revenue Surge, Triggers Investor Reassessment
7 sources
|
June 5, 2026
7.0
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Broadcom reported record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with AI semiconductor revenue of $10.8 billion, up 143%, ac
2026-06-05
www.newelectronics.co.uk
2026-06-05
New Electronics
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Neil Tyler
05 Jun 2026
More in
Automotive
Power
Technology
Cambridge GaN Devices’ 650V GaN IC to improve EV powertrain efficiency
Product Launches
1 min read
Cambridge GaN Devices (CGD) has developed a 650V gallium nitride (GaN) integrated circuit designed for automotive applications, aimed at improving inverter efficiency in electric vehicles
2026-06-04
news.google.com
2026-06-04
Barron's
2026-06-04
news.google.com
2026-06-04
Scientific Computing World
2026-06-04
news.google.com
2026-06-04
Scientific Computing World
2026-06-04
developer.nvidia.com
2026-06-04
NVIDIA Developer
Single-turn chatbots are evolving into long-running agents that can reason, maintain context, use tools, and run efficiently across many turns to complete complex workflows.
However, these multi-agent workflows cause token counts to grow quickly. Agents plan, call tools, invoke sub-agents, receive information, and then pass history, outputs, and reasoning steps back into the model continuously. A
2026-06-04
news.google.com
2026-06-04
Let's Data Science