Semiconductor News & Analysis Feed
16665 articles
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
While Nvidia's AI-focused processors get all the attention, the company's software ecosystem could be an even more important asset.
CUDA helps create powerful switching costs.
Nvidia's moat increasingly resembles an ecosystem rather than a semiconductor business.
10 stocks we like better than Nvidia ›
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competito
2026-06-20
news.google.com
2026-06-20
AOL.com
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
NVIDIA is currently undergoing a technical correction within an established uptrend, with shares finding support near the $211.20 Fibonacci level. Analysts view this pullback as profit-taking rather than a reversal, supported by an RSI of 45.34 and thinning volume. The company’s fiscal Q1 2027 performance remains robust, featuring 85% revenue growth and a 75% gross margin. Strategic focus remains
2026-06-20
www.foxnews.com
2026-06-20
Fox News
ARTIFICIAL INTELLIGENCE
Jensen Huang says AI will reshape work like the Industrial Revolution and the US 'should absolutely lead'
Huang pointed to half a million jobs already created through AI infrastructure including data centers and chip plants
By Levi D'Amato Fox News
Published June 20, 2026 9:00am EDT
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Jensen
2026-06-20
news.google.com
2026-06-20
Fox News
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Nvidia's (
NVDA
1.13%
) dominance has created a strange problem for its competitors, yet building a competing artificial intelligence (AI) chip is no longer enough to catch up. Even if a rival develops a faster processor at a lower price -- already extremely difficult-- it still faces a much bigger challenge: convincing developers to leave Nvidia's ecosystem.
That's because Nvidia's most importan
2026-06-20
pulse2.com
2026-06-20
Pulse 2.0
Brewer Science announced it has entered into an agreement to acquire the semiconductor chemicals business line of Heraeus Epurio, a technology provider of ultrapure electronic chemicals used in semiconductor manufacturing. The deal includes the Heraeus Epurio semiconductor chemicals production site in Dayton, Ohio, along with related sales and support personnel in Asia.
This acquisition expands B
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, 20 June 2026 at 5:02 am GMT-7 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and lauded his efforts to bring chip production ba
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, June 20, 2026 at 5:02 AM PDT 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
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Trading disclosure
President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and l
2026-06-20
tomshardware.com
2026-06-20
Bruno Ferreira
ACE CPU extensions bring an efficient AI-oriented instruction set to x86 — new design makes matrix multiplication more power- and density-efficient
2026-06-20
eastasiaforum.org
2026-06-20
East Asia Forum
Listen to this article
US semiconductor export controls on China are both reducing China’s access to chipmaking equipment and changing the geography through which that access is organised. Several key parts of the semiconductor equipment supply chain are becoming more deeply rooted in Southeast Asia. China’s procurement network is becoming more regionalised, more compliance-sensitive and more dep
2026-06-20
wccftech.com
2026-06-20
Wccftech
The ARM-based ecosystem has been graced by another entrant in the form of NVIDIA’s RTX Spark, and with its arrival in laptops this fall, Qualcomm and Apple should feel a little hint of worry, mainly in one category, because they have had years to address a problem existing in these notebook SoCs and have failed to do so. Well, the clock is ticking for these two companies.
2026-06-20
news.google.com
2026-06-20
Fortune
2026-06-20
economictimes.indiatimes.com
2026-06-20
The Economic Times
Synopsis
Intel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced packaging and system integration efforts, a crucial area for Intel's push into next-generation AI systems. His extensive experience in high-scale technology and manufacturing is expected to bolster Intel's capabilities and customer commitments in this v
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
INFRASTRUCTURE
qualcomm
npu
compiler
edge inference
Researcher Uncovers Qualcomm NPU Compiler Internals
1 sources
|
June 20, 2026
6.2
Relevance Score
Photo: datavorous.github.io · rights & takedowns
QUICK SUMMARY
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Sagnik Bhattacharjee (datavorous) published a June 2026 reverse-engineering analysis of stripped shared-object files from Qualcomm QAIRT v2.46.0.260424, targeting libHtpPrepare.so u
2026-06-20
www.aninews.in
2026-06-20
ANI News
Intel hires former SK hynix chief Lee Seok-hee to lead advanced packaging
ANI | Updated: Jun 20, 2026 17:01 IST
Seol [South Korea], June 20 (ANI): Intel has appointed former CEO of SK hynix and SK On Lee Seok-hee as a senior vice president in its foundry business, amid the US chipmaker's push into advanced semiconductor packaging.
According to a report by The Korea Herald, Intel announced Thursd
2026-06-20
tomshardware.com
2026-06-20
Hassam Nasir
Another person has fallen victim to Amazon's generous return policy, as they received a disc drive, a mousepad, and an AV receiver instead of the $700 RTX 5070 they ordered.
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv