Semiconductor News & Analysis Feed
228 articles
2026-06-25
tomshardware.com
2026-06-25
Mark Tyson
Apple has made the unprecedented decision to hike the prices of all its current computers and tablets with some entry-level model prices up as much as $500.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now
If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now · Zacks
Zacks Equity Research
Thu, June 25, 2026 at 5:30 AM PDT 3 min read
AMAT
+6.91%
Trade AMAT on Coinbase
Trading disclosure
For most investors, how much a stock's price changes over time is important. This fact
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
IBM Corp. today unveiled what it says is the world’s first sub-one-nanometer chip technology, a research breakthrough that it said will fuel the next 10 years of semiconductor development and pave the way to atomic-level chip design.
The new technology is based on a transistor architecture IBM calls nanostack, designed for the 0.7-nanometer, or seven-angstrom, node. IBM said the architecture can
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron tops Q3 earnings estimates, offers better-than-expected outlook and declares dividend
Daniel Howley · Technology Editor
Updated Wed, June 24, 2026 at 3:14 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Micron (MU) announced its third quarter earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines and surpassing estimates for the
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
__fail__
2026-06-24
tomshardware.com
2026-06-24
Jowi Morales
Valve engineers hinted that the nearly 45% price increase on the Steam Deck applied to the Steam Machine as well. This brings the estimated original price to under $750 for the base console.
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-24
digitimes.com
2026-06-24
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
__fail__
2026-06-23
chargedevs.com
2026-06-23
Charged EVs
chargedevs.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a10b2042797e81a9
Performance and Security by Cloudflare
Privacy
2026-06-23
developer.nvidia.com
2026-06-23
NVIDIA Developer
As AI systems move from single-turn interactions to coordinated multiagent workflows, low-latency inference becomes increasingly important. Autoregressive LLMs generate tokens sequentially, which can limit GPU utilization and constrain throughput in latency-sensitive serving scenarios.
Speculative decoding helps mitigate this bottleneck by using a lightweight model to draft future tokens, which t
2026-06-23
www.barrons.com
2026-06-23
Barron's
__fail__
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Nvidia (
NVDA
3.99%
) has been a cornerstone of the artificial intelligence boom since OpenAI released ChatGPT in November 2022. The stock has returned 1,340% since January 2023. Yet, it trades around 20 times forward earnings today, near the cheapest valuation in the past decade.
Nvidia is "too cheap to ignore," wrote Morningstar analyst Brian Colello on June 17, adding, "We don't foresee a slow
2026-06-23
digitimes.com
2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
TSMC (TSM) Advances While Market Declines: Some Information for Investors
TSMC (TSM) Advances While Market Declines: Some Information for Investors · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
2330.TW
-2.61%
^GSPC
-1.44%
^DJI
-0.09%
^IXIC
-2.21%
TSM
-6.69%
Trade TSM on Coinbase
Trading disclosure
TSMC (TSM) closed at $467.67 in the latest trading session, marking a +