Semiconductor News & Analysis Feed
158 articles
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Jerry Owens
Published: Jun 10 2026, 13:27 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY I
2026-06-11
blogs.nvidia.com
2026-06-11
NVIDIA Blog
NVIDIA Accelerates Google DeepMind’s DiffusionGemma for Local AI
The new Diffusion Gemma open model generates text in parallel — not one token at a time — and is optimized to run on the NVIDIA RTX PRO platform, NVIDIA DGX Spark systems and GeForce RTX GPUs.
June 10, 2026 by Michael Fukuyama
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Today, Google DeepMind released DiffusionGemma — an experimental open model built for exceptional
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
News-analysis
By Luke James published 3 days ago
TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how
2026-06-10
hothardware.com
2026-06-10
HotHardware
Apple Taps NVIDIA Blackwell GPUs In Google Cloud To Power Next-Gen Siri AI
by Aaron Leong — Wednesday, June 10, 2026, 10:48 AM EDT
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Apple has formed a powerful tech triumvirate by partnering with Google and NVIDIA to supercharge its next-generation AI ecosystem. Announced at this year's Worldwide Developers Conference (WWDC), the partnership integrates NVIDIA Blackwell B200 hardware in
2026-06-10
michaelparekh.substack.com
2026-06-10
AI: Reset to Zero
AI: Apple Intelligence & Siri AI hum with 'Google & Nvidia' inside. AI-RTZ #1113
...Apple can win AI on iPhone, Macs & Devices, by being Apple
MICHAEL PAREKH
JUN 10, 2026
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Paraphrasing an iconic Intel campaign, it’s Apple’s AI strategy, with ‘Google & Nvidia Inside’. Let me unpack.
The suspense over around AI Siri with WWDC 2026 yesterday. With positive reviews. Some even echoing my view th
2026-06-10
stocktwits.com
2026-06-10
Stocktwits
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
Thomas Richmond
Tue, June 9, 2026 at 3:26 PM PDT 4 min read
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Craig Federighi confirmed Apple's FM Cloud Pro runs on Nvidia GPUs inside Google Cloud, abandoning private infrastructure for its most demanding AI
2026-06-10
news.google.com
2026-06-10
CIO Dive
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
hothardware.com
2026-06-10
HotHardware
Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order
by Zak Killian — Tuesday, June 09, 2026, 02:45 PM EDT
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Intel's foundry ambitions may have just received their biggest validation yet. According to a report from The Information, Google has placed an order with Intel to manufacture more than three million Tensor Processing Units (TPUs) in 2028 after months of testin
2026-06-09
pro.thestreet.com
2026-06-09
TheStreet Pro
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Google Likes Intel. Nvidia Appears to as Well. And So Do I
Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.
Stephen Guilfoyle·Jun 9, 2026, 10:55 AM EDT
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2026-06-09
news.google.com
2026-06-09
MEXC
2026-06-09
www.mitsloanme.com
2026-06-09
MIT Sloan Management Review Middle East
Apple Taps Google and Nvidia to Power Next-Generation AI
At the WWDC, Apple also announced an overhauled version of Siri, as it bid farewell to its longtime chief Tim Cook, who will be succeeded by John Ternus
MITSloan ME Editorial
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Apple Taps Google and Nvidia to Po
2026-06-09
www.chosun.com
2026-06-09
조선일보
By Park Ji-min
Published 2026.06.09. 15:28
Updated 2026.06.09. 15:37
Intel. /Reuters-News1
Google is reportedly set to produce some of its in-house artificial intelligence (AI) chips at Intel Foundry (a semiconductor contract manufacturer). Intel Foundry, which had struggled to secure major clients, is now seeing interest from Google following Apple’s tentative agreement last month. Analysts sug
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Google's 4-Pronged AI Strategy Could Help it Leapfrog Nvidia to Become the World's Most Valuable Company
Danny Vena, CPA, The Motley Fool
Tue, June 9, 2026 at 12:15 AM PDT 5 min read
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2026-06-09
sg.finance.yahoo.com
2026-06-09
Yahoo Finance Singapore
Intel stock makes eye-popping move on Google, Nvidia news
Peace Longe
Mon, 8 June 2026 at 9:37 pm GMT-7 4 min read
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Intel spent the second half of last week, between June 4 and 5, getting hammered alongside the rest of the chip sector.
Then things changed on Monday, June 8.
Shares of Intel (INTC) jumped about 13% to roughly $112 in early trading, one of the st
2026-06-09
www.digitimes.com
2026-06-09
digitimes
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
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2026-06-09
www.cnbc.com
2026-06-09
CNBC
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2026-06-09
www.trendforce.com
2026-06-09
TrendForce
[News] Intel Foundry Gains Momentum as Google Reportedly Orders 3M TPUs, NVIDIA Evaluates 18A for Multi-Die GPUs
2026-06-09 Semiconductors editor
News
Please note that this article cites information from The Information, Reuters, The Bull.com, Guru Focus, Wccftech, Futu News, Commercial Times, and Tom’s Hardware.
Amid mounting capacity constraints and a widening shift among leading AI pl