Semiconductor News & Analysis Feed
122 articles
2026-06-17
www.sandiegouniontribune.com
2026-06-17
San Diego Union-Tribune
BUSINESS
TECHNOLOGY
News
Qualcomm’s latest chip promises to take smart glasses to a new level
The San Diego chip maker took the stage at the Augmented World Expo in Long Beach on Tuesday to unveil the Snapdragon Reality Elite
Ziad Asghar, Qualcomm’s senior vice president of XR, Wearables and Personal AI, announced its new chip technology that powers smart glasses during the Augmented World Expo in
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
NVIDIA RTX technologies are deeply integrated into Unreal Engine 5 through the NVIDIA RTX Branch of Unreal Engine and the NVIDIA DLSS Unreal Engine plugin. This provides developers with direct access to advanced rendering, frame generation, and ray-traced lighting. NVIDIA is expanding this integration with new tools for building on-device AI characters and gameplay, as announced at Unreal Fest 202
2026-06-16
www.quiverquant.com
2026-06-16
Quiver Quantitative
Buyback Momentum: Social media chatter highlights ASML's ongoing share repurchases as a positive signal, with investors noting that earlier buys at lower levels now appear advantageous following recent price gains.
Valuation Scrutiny: Participants debate the stock's forward earnings multiple amid AI enthusiasm, questioning whether the company's EUV technology leadership fully supports premium pri
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
Earnings Anticipation Rises: Social media chatter centers on the upcoming fiscal third-quarter results due June 24, with many noting expectations for robust earnings growth tied to high-bandwidth memory demand from AI applications. Analysts' price targets remain elevated despite recent volatility.
Momentum and Overbought Signals: Observers point to the stock's extended upward trend and record RSI
2026-06-15
www.openpr.com
2026-06-15
openPR.com
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2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
NVIDIA Endorsement Fuels Buzz: Social media conversations center on Nebius following praise from NVIDIA's CEO at a recent industry event, underscoring the company's swift transition to AI-focused cloud operations and gigawatt-scale infrastructure.
Growth Projections Dominate: Participants point to Nebius's token optimization platform as a key differentiator, with forecasts suggesting substantial
2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
digitimes.com
2026-06-14
The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology was added to the European Union sanctions list.
2026-06-14
www.thelec.net
2026-06-14
thelec.net
I was recently shocked while trying to replace my laptop. High-end models that cost around the upper-1 million won range last year are now well above 3 million won. Prices have effectively doubled or tripled in just one year.
It is not only laptops. Prices of electronics containing large amounts of semiconductors have risen across the board. The shortage of semiconductors triggered by the artific
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.
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-11
www.quiverquant.com
2026-06-11
Quiver Quantitative
Semiconductor Rally Sparks Buzz: Social media users are noting Applied Materials' strong performance amid broader sector gains, with the stock climbing over 6% in recent trading. Analysts' bullish price targets, including 650 dollars from one firm, are generating excitement about potential valuation shifts.
Singapore Expansion Draws Attention: Discussions highlight the company's new facilities in
2026-06-11
cnycentral.com
2026-06-11
WSTM
WASHINGTON — Representative John Mannion (D, 22) spoke with CNY Central's Megan Coleman about several issues and topics facing Central New Yorkers and in the country. That includes the allegations against Van Duyn Center for Rehabilitation & Nursing, Micron, data centers and more.
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2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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2026-06-11
www.reuters.com
2026-06-11
Reuters
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
ASML to cut fewer jobs after talks with Dutch unions
ASML workers stage walk-out over company's plans to cut workforce, in Veldhoven · Reuters
Reuters
Wed, June 10, 2026 at 10:01 AM PDT 1 min read
June 10 (Reuters) - Chip-equipment maker ASML will cut fewer jobs than initially planned, Dutch unions said in a statement after talks with ASML.
Redundancies are now expected to take effect from
2026-06-11
www.bloomberg.com
2026-06-11
Bloomberg.com
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Get the most important global
2026-06-10
www.cnbc.com
2026-06-10
CNBC
U.S. tech giants have backed a German company in its latest fundraising round to develop its humanoid robotics tech.
Neura Robotics’ Series C financing, which is worth up to $1.4 billion, featured Tether, Qualcomm, Amazon and Nvidia, alongside European industrial companies Bosch and Schaeffler and the European Investment Bank.
The company hit a valuation of around $7 billion, according to a sour
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue to expand. The comment was made by Samsung Electronics co-CEO and head of the Device Solutions (DS) division Young-hyun Jun following talks with Nvidia CEO Jensen Huang and senior executives at The Shilla hotel in Jun
2026-06-09
www.sandiegouniontribune.com
2026-06-09
San Diego Union-Tribune
BUSINESS
ENERGY
News
SDG&E, Qualcomm and Scripps team up to curb wildfires and extreme weather with AI
The Edge Alert Sentinel initiative will go atop Palomar Mountain
Staffers from San Diego Gas & Electric, UC San Diego and Qualcomm meet at Palomar Mountain to discuss their collaboration on the Edge Alert Sentinel initiative, a project using AI that is aimed at helping reduce the risk of wildfire