Semiconductor News & Analysis Feed

168 articles
2026-06-30
www.tomshardware.com 2026-06-30 Tom's Hardware
Tech Industry Artificial Intelligence Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns' News By Anton Shilov Published June 30, 2026 Fewer GPUs, more rack-scale systems? (Image credit: Nvidia) Share this article 0 Join the conversation Follow us Add us as a preferred source
2026-06-30
www.computerworld.com 2026-06-30 Computerworld
Locking down hardware allows AI models — and the data they hold — to be protected from hackers by allowing access only to authorized users, says Dion Harris, Nvidia's senior director of high-performance computing and AI factory solutions Credit: Shutterstock There are a variety of security concerns about artificial intelligence (AI), especially when it comes to the behavior of agentic AI. But un
2026-06-29
digitimes.com 2026-06-29
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.
2026-06-27
www.barrons.com 2026-06-27 Barron's
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2026-06-27
www.macobserver.com 2026-06-27 The Mac Observer
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2026-06-26
digitimes.com 2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
digitimes.com 2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com 2026-06-26
Academia Sinica has built a 20-qubit quantum chip from scratch, and the team now says the next phase is less about lab breakthroughs and more about engineering a scalable, reproducible manufacturing system. Chii-Dong Chen, executive director of Academia Sinica's Center for Quantum Computer, says Taiwan's quantum chip effort is moving into that engineering battleground.
2026-06-26
9to5mac.com 2026-06-26 9to5Mac
In an interview with The Wall Street Journal following a blockbuster earnings report, Micron Chief Business Officer Sumit Sadana implied that Apple played a role in the current memory crunch. Here are the details. Micron says low prices discouraged investment After the bell yesterday, Micron Technology reported a blockbuster fiscal third quarter, with revenue up 346% and its gross margin approac
2026-06-26
www.fool.com 2026-06-26 The Motley Fool
Micron Technology ( MU +15.36% ) had a very good day on Thursday. Apple ( AAPL 5.74% ) did not. Those two facts may sound unrelated, but one move inspired the other quite directly. And they pulled the major market indexes in opposite directions today. Micron surged 16% on Thursday after reporting blowout earnings, but the memory chipmaker's gain came at a cost for many other tech stocks. Micron s
2026-06-25
semiengineering.com 2026-06-25 Semiconductor Engineering
Can engineers trust AI to get everything right in semiconductor design and verification? Semiconductor Engineering sat down to discuss the pros and cons of using agentic AI in chip design and verification, with Cindy Cui, vice president of global customer success at ChipAgents; Wally Rhines, CEO of Silvaco; Shelly Henry, CEO of Moores Lab AI; Dave Kelf, CEO of Breker Verification Systems; Vince W
2026-06-25
digitimes.com 2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
semiengineering.com 2026-06-25 Ed Sperling
Can engineers trust AI to get everything right in semiconductor design and verification?
2026-06-24
digitimes.com 2026-06-24
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
2026-06-24
www.executivegov.com 2026-06-24 ExecutiveGov
PNNL, Fervo Energy and NVIDIA are developing an AI-powered digital twin platform for geothermal energy operations The Enhanced Geothermal System Twin aims to give operators near real-time visibility into underground reservoir performance The EGS-Twin platform will combine geothermal field data with advanced AI and simulation technologies The Department of Energy’s Pacific Northwest National Labor
2026-06-23
www.sdcexec.com 2026-06-23 Supply & Demand Chain Executive
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2026-06-23
blogs.oracle.com 2026-06-23 Oracle Blogs
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2026-06-22
digitimes.com 2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-21
letsdatascience.com 2026-06-21 Let's Data Science
FUNDING & BUSINESS lg nvidia ai robotics partnership LG Executives Visit Nvidia to Deepen AI and Robotics Ties 4 sources | June 21, 2026 6.5 Relevance Score Photo: newsimg.koreatimes.co.kr · rights & takedowns QUICK SUMMARY Hide The Korea Times reports that senior executives from LG Group affiliates are scheduled to visit Nvidia headquarters in California on Monday (local time) to negotiate pract
2026-06-21
www.koreatimes.co.kr 2026-06-21 The Korea Times
LG Group Chairman Koo Kwang-mo, left, poses with Nvidia CEO Jensen Huang, at the Korean firm's headquarters in Seoul, June 8. Yonhap Senior executives from LG Group’s key affiliates are set to visit Nvidia’s headquarters in California, Monday (local time), to hammer out practical business cooperation in physical artificial intelligence (AI) and robotics. The high-level visit comes just two weeks