Semiconductor News & Analysis Feed
196 articles
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).
2026-06-23
thequantuminsider.com
2026-06-23
The Quantum Insider
Quantum computers are inherently unstable systems, requiring frequent calibration to maintain optimal performance. Traditionally, this process relies on manual intervention, as traditional algorithmic approaches struggle to interpret complex data and balance competing figures of merit in this nascent technology. As systems scale-up, these manual processes can limit uptime, incur substantial engine
2026-06-23
digitimes.com
2026-06-23
Dutch semiconductor metrology specialist Nearfield Instruments has secured US$380 million in Series D funding, marking the largest fundraising round ever completed by a deep-tech company in the Netherlands.
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-22
www.investopedia.com
2026-06-22
Investopedia
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2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-22
semiengineering.com
2026-06-22
Gregory Haley
Rising mask costs, tighter high-NA requirements, and new materials challenges are forci...
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
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Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Software/NasdaqGM:AIP
Arteris (AIP) Is Up 7.6% After Highlighting AI Chiplet Role And Rising Institutional Ownership
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, Arteris highlighted its role as a key provider of network-on-chip interconnect IP for increasingly complex AI-focused semiconductors and automotive systems, underlining how its technolog
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-19
tomshardware.com
2026-06-19
Hassam Nasir
Epic Games has just shown off a new year-long roadmap for its launcher, promising to bring community-requested features and a faster overall platform in the next 12 months.
2026-06-19
digitimes.com
2026-06-19
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Amazon CEO Jassy says company could sell AI chips, raising stakes for Nvidia, AMD
Daniel Howley · Technology Editor
Updated Thu, June 18, 2026 at 9:43 AM PDT 3 min read
AMZN
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Amazon (AMZN) CEO Andy Jassy released his annual shareholder newsletter on Thursday, outlining the company's approach to AI and indicating that Amazo
2026-06-18
risingkashmir.com
2026-06-18
Rising Kashmir
Technology
Apple may hike prices as it grapples with memory chip shortage
The rapid deployment of enterprise AI systems and next-generation AI models has significantly increased demand for high-performance computing hardware
Danish Ayaz Bhat
18 Jun 2026 19:58 IST
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Apple Iphone Photograph: (Apple)
California, June 18: Apple may be forced to raise prices across parts of its product line
2026-06-18
www.prnewswire.com
2026-06-18
PR Newswire
Semiconductor Industry to Hit USD 1.01 Trillion by 2031 with Integrated Circuits Holding 78.33% Market Share Amid Rising AI & Automotive Demand - Reports Mordor Intelligence
NEWS PROVIDED BY
Mordor Intelligence Private Limited
Jun 18, 2026, 10:01 ET
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HYDERABAD, India, June 18, 2026 /PRNewswire/ -- Mordor Intelligence has published its latest analysis of the semiconducto
2026-06-18
news.google.com
2026-06-18
NVIDIA Blog
2026-06-18
news.google.com
2026-06-18
NVIDIA Blog