Semiconductor News & Analysis Feed
130 articles
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Qualcomm
on Wednesday revealed a central processing unit for data centers called Dragonfly C1000, and said that Meta
would use it when it starts production in 2028.
The chipmaker said that the new data center CPU was built for agentic AI and focuses on offering computing performance without using too much power.
The announcement, made at a Qualcomm presentation to investors, is another sign th
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
Meta has paused an internal AI training program after employee conversations, keystrokes, transcripts, and performance-related data were reportedly exposed across the company.
2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
www.digitimes.com
2026-06-22
digitimes
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold...
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2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:GLW
Corning (GLW) Is Up 8.8% After AI Fiber Deals With Nvidia, Meta, Amazon - What's Changed
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Corning highlighted multibillion-dollar risk-sharing fiber agreements with Nvidia, Meta, and Amazon, alongside stronger-than-expected first-quarter results support
2026-06-19
www.hpcwire.com
2026-06-19
HPCwire
www.hpcwire.com
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Perplexity's CEO Predicts Micron Could Overtake Meta In Stunning AI Power Shift: 'Whatever Is The Bottleneck Will...'
Perplexity's CEO Predicts Micron Could Overtake Meta In Stunning AI Power Shift: 'Whatever Is The Bottleneck Will...'
Rishabh Mishra
Thu, June 18, 2026 at 6:30 AM PDT 6 min read
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Benzinga and Yahoo Finance
2026-06-18
digitimes.com
2026-06-18
A teardown of Huawei's latest Mate 80 Pro Max smartphone has put China's semiconductor progress back under scrutiny, after analysis showed the HiSilicon Kirin 9030 processor was made on SMIC's third-generation 7nm-class N+3 process with a local metal pitch narrower than that of Intel's 18A chip used in Panther Lake.
2026-06-17
uk.finance.yahoo.com
2026-06-17
Yahoo Finance UK
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OpenMetal Expands v5 Hardware Catalog with NVIDIA RTX PRO 6000 Blackwell and H200 Private GPU Servers
PR Newswire
Wed, 17 June 2026 at 8:05 am GMT-7 2 min read
NVDA
-0.24%
INTC
+3.98%
New RP6000 and H200 bare metal GPU servers extend OpenMetal's Xeon 6000-series, DDR5-6400 v5 platform to AI training,
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
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OpenMetal Expands v5 Hardware Catalog with NVIDIA RTX PRO 6000 Blackwell and H200 Private GPU Servers
PR Newswire
Wed, June 17, 2026 at 8:05 AM PDT 2 min read
NVDA
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New RP6000 and H200 bare metal GPU servers extend OpenMetal's Xeon 6000-s
2026-06-17
www.prnewswire.com
2026-06-17
PR Newswire
OpenMetal Expands v5 Hardware Catalog with NVIDIA RTX PRO 6000 Blackwell and H200 Private GPU Servers
NEWS PROVIDED BY
OpenMetal
Jun 17, 2026, 11:05 ET
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New RP6000 and H200 bare metal GPU servers extend OpenMetal's Xeon 6000-series, DDR5-6400 v5 platform to AI training, inference, and HPC workloads with dedicated GPUs and predictable monthly billing
VIRGINIA BEACH, Va.
2026-06-16
tomshardware.com
2026-06-16
Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
news.google.com
2026-06-16
WISN
2026-06-16
news.google.com
2026-06-16
KCCI
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since how much money is flowing into Nvidia’s pockets for its GPUs. With a likely
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
Joey Frenette
Mon, June 15, 2026 at 9:12 AM PDT 4 min read
META
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Quick Read
Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties.
Zuckerberg's wartime AI approach and MTIA's six-month in