Semiconductor News & Analysis Feed
40 articles
2026-06-08
www.foreignpolicyjournal.com
2026-06-08
foreignpolicyjournal.com
Primax Electronics has announced a next-generation AI conference solution platform powered by Qualcomm’s (NASDAQ: QCOM) Dragonwing Edge AI processors, marking a notable expansion into enterprise workplace infrastructure.
The new system is designed to deliver AI-driven audio and video collaboration capabilities specifically tailored for hybrid meeting rooms and enterprise workplaces.
Veterans bra
2026-06-08
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2026-06-08
foreignpolicyjournal.com
2026-06-08
www.foreignpolicyjournal.com
2026-06-08
foreignpolicyjournal.com
A sweeping sell-off struck artificial intelligence stocks on Friday, erasing recent gains as a stronger-than-expected jobs report rattled investor confidence across the tech sector.
Nvidia (NASDAQ: NVDA) dropped 6% on the day, while Intel (NASDAQ: INTC) fell 11% as markets digested the implications of a labor market running hotter than anticipated.
Trump on Rising Cost of Basketball Games Ticket
2026-06-07
www.foreignpolicyjournal.com
2026-06-07
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence era, with its graphics processors powering everything from large language models to cloud-scale data centers worldwide.
The chip giant’s most recent quarterly results underscored just how dominant its position has become, with record revenue of $81.6 billion, up 85% from a year earlier.
Border funding clears Senat
2026-06-06
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2026-06-06
foreignpolicyjournal.com
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Apple is set to rely on Google’s fleet of Nvidia (NASDAQ: NVDA) chips to power its overhauled version of Siri when it launches in September, according to a report from The Information.
Queries requiring cloud-based processing will fall back on one of Google’s large Gemini models, under an existing agreement between the two companies.
'I can ask' the Secretary of War: Bessent dodges Iran 'conflic
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has once again become the market’s most closely watched reference point for an enduring question: when does a genuine technology boom become dangerously expensive?
TS Lombard analysts drew a direct comparison between Nvidia’s current rise and Cisco Systems (NASDAQ: CSCO) during the dot-com era, as investors continue debating whether the AI buildout can support expectations p
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Navitas Semiconductor Corporation (NASDAQ: NVTS) has surged approximately 84.9% in the month since its last earnings report, significantly outpacing the S&P 500 over the same period.
The rally follows a first-quarter 2026 earnings report that delivered a narrower-than-expected loss, with the company posting a loss of just 4 cents per share, beating the Zacks Consensus Estimate by 20%.
A $500 mon
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Dutch chipmaker ASML Holding (NASDAQ: ASML) reached a market capitalization of $674 billion intraday, making it the most valuable European stock ever recorded.
The milestone eclipses the previous European record set by Novo Nordisk (NYSE: NVO) in June 2024, a company whose fortunes have since reversed sharply.
Trade turnover in Eurasian Economic Union exceeds €80 billion last year
Submit a Pres
2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Super Micro Computer launched its rack-scale Helios platform at Computex 2026, built on Advanced Micro Devices’ (NASDAQ: AMD) Instinct MI455X GPUs and EPYC CPUs.
The Helios platform targets hyperscale AI infrastructure designed for large language model training, inference, and broader AI workloads at scale.
White House launches UFO-themed Aliens.gov: An ICE arrest tracker
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2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Credit: CoreWeave
CoreWeave, Inc. (NASDAQ: CRWV) shares surged roughly 14% after the company announced it had become the first AI cloud provider to complete bring-up and full system-level validation of NVIDIA (NASDAQ: NVDA) Vera Rubin NVL72.
The Vera Rubin NVL72 platform combines 72 Rubin GPUs and 36 Vera CPUs connected through NVIDIA’s next-generation NVLink architecture, delivering better infe
2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Nvidia’s (NASDAQ: NVDA) launch of its RTX Spark AI PC superchip targeting Windows on Arm has raised fresh concerns about competitive pressure on Qualcomm’s (NASDAQ: QCOM) Snapdragon X processors.
The launch came in late May and early June 2026, coinciding with Qualcomm’s introduction of its Dragonfly AI data-center brand and the company’s broader push to highlight its AI ambitions.
Rep. McCaul:
2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Broadcom (NASDAQ: AVGO) posted a gain of nearly 3% on Monday, emerging as one of the session’s standout performers in a market defined by sharp moves across technology stocks.
Micron (NASDAQ: MU) surged more than 6.6% on the day, making it one of the strongest individual performers among major semiconductor names during the session.
Archaeologists uncover centuries of history beneath Notre-Dame
2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Nvidia Corporation (NASDAQ: NVDA) is entering the personal computer market with a new chip designed to challenge the dominance of Intel Corp. and modernize machines for the AI era.
The new RTX Spark Superchip will debut in laptops and desktops from Dell Technologies Inc. and Lenovo Group Ltd. starting this fall, CEO Jensen Huang announced at the Computex trade show in Taipei.
Trump Names Pulte a
2026-06-02
www.foreignpolicyjournal.com
2026-06-02
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) has announced a new software toolkit, open source models and a series of major industry partnerships designed to accelerate the deployment of autonomous AI agents across enterprise environments.
The NVIDIA Agent Toolkit includes the latest NemoClaw blueprints, Nemotron models, OpenShell secure runtime and CUDA-X libraries, all of which form open source foundations for enterp
2026-05-31
www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) CEO has promised staff bonuses of more than 30% as the chipmaker reports surging first-quarter revenue.
The company posted Q1 revenue of $35.9 billion, a figure that underscores the extraordinary pace of demand driven by artificial intelligence applications.
Romania: First footage shows damage after drone hits residential block near Ukraine
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) shares have climbed approximately 35.5% in the month since the company’s last earnings report, outpacing the S&P 500 over the same period.
The strong share price performance follows a second-quarter fiscal 2026 earnings report that delivered a mixed but broadly resilient set of results across Qualcomm’s key business segments.
Turkish police use tear gas to break into CHP
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Arm Holdings plc (NASDAQ: ARM) and Synopsys, Inc. (NASDAQ: SNPS) both operate within the semiconductor design space, benefiting from rising AI chip demand across global markets.
ARM licenses processor architectures while SNPS provides electronic design automation software and IP used to design and verify advanced chips.
Turkish police use tear gas to break into CHP headquarters
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2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has quietly secured the largest artificial intelligence deal in its history, striking an agreement with ByteDance to supply millions of ASICs for data centers and AI agent software.
The ByteDance deal includes powering the Doubao chatbot, a development that sent QCOM shares surging 11.6% in a single trading session when the news broke, as reported by Congress.net.
Turkish