Semiconductor News & Analysis Feed
856 articles
2026-06-11
www.intelligentcio.com
2026-06-11
Intelligent CIO
www.intelligentcio.com
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2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You)
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 1:35 AM PDT 4 min read
NVDA
-3.73%
AMD
-4.86%
INTC
-0.82%
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In 2026, some stocks have overtaken Nvidia (NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longt
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
In 2026, some stocks have overtaken Nvidia (
NVDA
3.39%
) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD (
AMD
4.63%
).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in the dust. For longtime Nvidia bulls like myself who have championed Nvidia's stock over AMD's, this is disappointing. However, a change in market sent
2026-06-11
wccftech.com
2026-06-11
Wccftech
Intel has partnered with Cadence to accelerate the development and optimization of its upcoming 14A process, which aims to be the crown jewel of the Foundry business.
If there's one process technology that has been in discussion across all tech outlets, that's without a doubt Intel's 14A node. This one process is seen as the make-or-break product for Intel Foundry, and so far, only good things ar
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
__fail__
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials
Simply Wall St
Wed, June 10, 2026 at 11:11 AM PDT 5 min read
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NVDA
-3.73%
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Google has selected Intel to manufacture mo
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
www.automotivetestingtechnologyinternational.com
2026-06-11
Automotive Testing Technology International
Texas Instruments (TI) has launched a high-cell-count battery monitor with an integrated electrochemical impedance spectroscopy (EIS) engine, bringing predictive intelligence, comprehensive data and real-time diagnostics to battery monitoring in electric vehicles and energy storage system applications.
The BQ79826Z-Q1 battery monitor enhances safety and extends battery life by detecting potential
2026-06-11
www.automotivepowertraintechnologyinternational.com
2026-06-11
Automotive Powertrain Technology International
Texas Instruments (TI) has launched a high-cell-count battery monitor with an integrated electrochemical impedance spectroscopy (EIS) engine, bringing predictive intelligence, comprehensive data and real-time diagnostics to battery monitoring in electric vehicles and energy storage system applications.
The BQ79826Z-Q1 battery monitor enhances safety and extends battery life by detecting potential
2026-06-11
tomshardware.com
2026-06-11
Hassam Nasir
The physical die and package size have shrunk compared to current-gen offerings.
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
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
quantumzeitgeist.com
2026-06-10
Quantum Zeitgeist
HIGH PERFORMANCE COMPUTING, DEEP TECH
Multi-Year Cadence Deal Accelerates Intel 14A Time-to-Market
June 10, 2026
BY RUSTY FLINT
Cadence and Intel Foundry have launched a multi-year collaboration targeting Intel’s 14A process technology, an effort to bolster Intel’s position in advanced chip manufacturing. The expanded cooperation will center on Design Technology Co-Optimization, leveraging Cadenc