Semiconductor News & Analysis Feed
1934 articles
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
news.google.com
2026-06-13
IndexBox
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Nvidia’s, Double
Nvidia’s Double Game: A $10 Billion Infrastructure Play and a $170 Billion Chip Market
13.06.2026 - 13:53:25 | boerse-global.de
Nvidia’s stock hugs its 50-day moving average, but the company is quietly engineering two seismic shifts: a $10B+ data-center co-ownership with KKR and a pivot to agentic AI chips that could expand the server market to $170B by 2030.
Nvidia’s - Nvidia’s
2026-06-13
tomshardware.com
2026-06-13
Mark Tyson
A watershed moment occurred on the battlefields of Ukraine in 2024 when 10 fully autonomous AI-controlled quadcopter drones were sent to the front lines against Russia with ‘Terminator Mode’ engaged.
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Trillium Asset Management LLC Sells 261,684 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
Trillium Asset Management LLC decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,275,697
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Integrity Investment Advisors LLC Has $2.01 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
Integrity Investment Advisors LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 30.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 10,753 shares of the com
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
NVIDIA Corporation $NVDA Position Boosted by Quadrant Capital Group LLC
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Quadrant Capital Group LLC increased its NVIDIA stake by 0.7% in the fourth quarter, bringing its holdings to 657,157 shares worth about $122.6 million. NVIDIA is now the firm’s third-largest position and makes up roughly 3.7% of its portfolio.
NV
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Howland Capital Management LLC Has $99.43 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Howland Capital Management increased its NVIDIA stake by 8.3% in the fourth quarter, adding 40,896 shares and bringing its total holding to 533,121 shares valued at about $99.4 million.
NVIDIA reported strong quarterly results
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
POET Technologies (POET) Rides Market Leaders’ Semiconductor Optimism, Climbs 11%
Angelica Ballesteros
Fri, June 12, 2026 at 11:58 PM PDT 2 min read
POET
+11.38%
BAC
+1.56%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks That Absolutely Exploded Higher.
POET Technologies saw its share prices jump by 11.38 percent on Friday to
2026-06-13
news.google.com
2026-06-13
IndexBox
2026-06-13
www.indexbox.io
2026-06-13
IndexBox
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2026-06-13
digitimes.com
2026-06-13
Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGM:ENPH
Enphase IQ9N GaN Launch Tests Market Optimism And Valuation Risk
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Enphase Energy (NasdaqGM:ENPH) has launched its IQ9N Microinverter using gallium nitride technology for residential solar systems in Europe.
The product is now available across multiple European countries, expanding the company’s high
2026-06-13
interestingengineering.com
2026-06-13
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
__fail__
2026-06-13
developer.nvidia.com
2026-06-13
NVIDIA Developer
AI agents have fundamentally changed the complexity of inference workloads. Until now, the industry has struggled to define a standard for measuring how inference systems perform under these conditions. Artificial Analysis AgentPerf (AA-AgentPerf) offers the industry’s first multi-vendor open benchmarks profiling trajectories that are representative of real-world AI agent coding tasks.
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