Semiconductor News & Analysis Feed
2686 articles
2026-06-29
news.google.com
2026-06-29
Zacks Investment Research
2026-06-29
news.google.com
2026-06-29
Stock Titan
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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2026-06-29
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2026-06-29
2nm.com.au
2026-06-29
spacedaily.com
2026-06-29
Space Daily
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2026-06-29
eetimes.com
2026-06-29
With HotSat-2 in orbit and fresh funding, U.K. startup SatVu is demonstrating how high-resolution thermal satellite data can reveal real-world industrial activity.
2026-06-29
www.allaboutcircuits.com
2026-06-29
All About Circuits
www.allaboutcircuits.com
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2026-06-29
evertiq.com
2026-06-29
Evertiq
© Liviorki for Evertiq_new technologies
Business | June 29, 2026
Aeva adopts Cadence Tensilica Vision DSP to boost lidar performance
Evertiq
Cadence Tensilica Vision DSPs deliver a unique combination of programmability and performance, enabling Aeva to add flexibility, scalability and customizations to the lidar processing pipeline.
Aeva, a California-based company, has licensed Cadence Tensilica
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
technode.global
2026-06-29
TNGlobal
NVIDIA and Australia’s AI facilitator Firmus Technologies will jointly provide global AI-native, enterprise, and ISV customers access to NVIDIA’s AI accelerated computing stack, with the infrastructure to be deployed at Firmus’ Batam campus in Indonesia.
In a statement on Monday, Firmus said it has reached a partnership with NVIDIA for the move. The Australian firm expects to receive between $25
2026-06-29
english.cw.com.tw
2026-06-29
天下雜誌
english.cw.com.tw
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2026-06-29
www.thelec.net
2026-06-29
thelec.net
(Source: SemiFive)
SemiFive, a custom application-specific integrated circuit (ASIC) company, has generated its first mass production revenue from an overseas customer since its establishment.
The company announced on June 26 that it had secured a production purchase order (PO) worth approximately 11 billion won from a Japanese artificial intelligence (AI) semiconductor company.
The order cover
2026-06-29
digitimes.com
2026-06-29
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.
2026-06-29
digitimes.com
2026-06-29
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
Submit a Press
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger.
Keith Speights, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Micron Technology's (NASDAQ: MU) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly upda
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Micron Technology's (
MU
+1.18%
) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly update were in place well before the memory chipmaker announced its results. I predicted that the stock would soar after its Q3 update and was proven right -- but that didn't require Nostradamus-like prophetic skills.
There was more exciting n
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Applied Materials (AMAT) – Among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks
Published on June 28, 2026 at 12:10 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 26, Wells Fargo raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $740 from $715. It reiter
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Published on June 28, 2026 at 12:03 am by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 25, Deutsche Bank raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) to $1,550 from $1,500. It reiterated a Bu