Semiconductor News & Analysis Feed
133 articles
2026-07-10
digitimes.com
2026-07-10
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion expected to reach 14 gigawatts in 2027.
2026-07-10
www.barrons.com
2026-07-10
Barron's
2026-07-09
www.barrons.com
2026-07-09
Barron's
2026-07-09
www.benzinga.com
2026-07-09
Benzinga
2026-07-08
www.insidermonkey.com
2026-07-08
Insider Monkey
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU | MU Price Prediction) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was far larger. Batni
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
AI Leaders Nvidia, Palantir, and Meta Platforms Are Shaking Wall Street's Foundation With This $15.6 Billion Warning
Sean Williams, The Motley Fool
Tue, July 7, 2026 at 2:26 AM PDT 4 min read
NVDA
-1.54%
PLTR
-4.91%
META
-1.13%
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Trading disclosure
No trend has captured the attention and capital of investors since the start of this century quite like the evolution of arti
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
No trend has captured the attention and capital of investors since the start of this century quite like the evolution of artificial intelligence (AI). Giving software and systems the tools to make autonomous, split-second decisions is a technology that PwC analysts believe can add $15.7 trillion to the global economy by 2030.
Nvidia's (
NVDA
1.77%
) graphics processing units (GPUs) are the cataly
2026-07-07
www.indexbox.io
2026-07-07
IndexBox
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2026-07-06
news.google.com
2026-07-06
Seeking Alpha
2026-07-06
digitimes.com
2026-07-06
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow
2026-07-06
digitimes.com
2026-07-06
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co
2026-07-06
news.google.com
2026-07-06
thelec.net
2026-07-05
news.google.com
2026-07-05
Benzinga
2026-07-05
news.google.com
2026-07-05
Benzinga
2026-07-04
tomshardware.com
2026-07-04
Luke James
Fill-and-flush is a commissioning step whereby crews fill a cooling loop's piping with water and flush it to clear debris before the system is run.
2026-07-04
www.sammobile.com
2026-07-04
SamMobile
SamMobile has affiliate and sponsored partnerships, we may earn a commission.
Samsung AI Solutions being discussed during SFF 2024 event - Source: Samsung Foundry
It is being reported that Samsung Foundry is in talks with Anthropic and Meta to manufacture their AI chips. Both companies are developing in-house AI accelerators, and Samsung could help fabricate those chips using its cutting-edge 2n
2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
Qualcomm (QCOM), Meta (META) Announce Multi-Generation Data Center CPU Supply Agreement
Maham Fatima
Sat, July 4, 2026 at 5:54 a.m. PDT 2 min read
META
-2.02%
QCOM
+1.96%
Meta Platforms Inc. (NASDAQ:META) is one of the best NASDAQ stocks to invest in for long term. On June 24, Qualcomm and Meta announced a strategic, multi-generation agreement for Qualcomm to supply data center CPUs for Meta's se
2026-07-04
news.google.com
2026-07-04
TradingView
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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