Semiconductor News & Analysis Feed
4493 articles
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments Battery Monitor Highlights EV And Energy Storage Growth Story
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Texas Instruments (NasdaqGS:TXN) has introduced the BQ79826Z-Q1 battery monitor for electric vehicles and energy storage systems.
The device offers industry-leading cell-count capacity and uses electroche
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqCM:RGTI
Rigetti Stock Reacts As 108 Qubit Launch Meets CHIPS Act Support
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Rigetti Computing launched its 108 qubit Cepheus 1 108Q quantum processor for broad access on major cloud platforms.
The company agreed a non binding deal with the U.S. Commerce Department for up to $100 million in CHIPS Act funding,
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How Record Margins, AI Demand Visibility and Singapore Expansion At Applied Materials (AMAT) Has Changed Its Investment Story
Simply Wall St
Tue, June 9, 2026 at 11:16 PM PDT 3 min read
AMAT
+1.30%
Trade AMAT on Coinbase
Trading disclosure
In recent days, Applied Materials reported record quarterly revenue and its highest gross margin in more than two decades, raised its semiconductor equipment g
2026-06-10
briefglance.com
2026-06-10
BriefGlance
Kontron Deploys NVIDIA's Blackwell GPU to the Tactical AI Front Line
📊 KEY DATA
13.78 TFLOPS of single-precision performance from NVIDIA's Blackwell GPU
3,328 CUDA cores for parallel processing
8 GB GDDR7 memory with 384 GB/s bandwidth
🎯 EXPERT CONSENSUS
Experts would likely conclude that Kontron's VX33211 represents a significant advancement in tactical AI computing, combining NVIDIA's Blackwell
2026-06-10
www.quiverquant.com
2026-06-10
Quiver Quantitative
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indust
2026-06-10
michaelparekh.substack.com
2026-06-10
AI: Reset to Zero
AI: Apple Intelligence & Siri AI hum with 'Google & Nvidia' inside. AI-RTZ #1113
...Apple can win AI on iPhone, Macs & Devices, by being Apple
MICHAEL PAREKH
JUN 10, 2026
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Paraphrasing an iconic Intel campaign, it’s Apple’s AI strategy, with ‘Google & Nvidia Inside’. Let me unpack.
The suspense over around AI Siri with WWDC 2026 yesterday. With positive reviews. Some even echoing my view th
2026-06-10
www.globenewswire.com
2026-06-10
GlobeNewswire
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indu
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
Applied Materials, Inc.
Tue, June 9, 2026 at 10:00 PM PDT 4 min read
AMAT
+1.43%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc.
Applied Materials Tampines Campus in Singapore
Applied Materials Tampines Camp
2026-06-10
www.thelec.net
2026-06-10
thelec.net
President Lee Jae Myung delivers remarks at a press conference marking the first anniversary of his inauguration. (Photo: Cheong Wa Dae)
Samsung Electronics and SK hynix are being mentioned as potential investors in new semiconductor production bases in the Chungcheong and Honam regions of South Korea.
The discussions align with the government's balanced regional development policy, though some
2026-06-10
stocktwits.com
2026-06-10
Stocktwits
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2026-06-10
news.google.com
2026-06-10
Stocktwits
2026-06-10
www.thelec.net
2026-06-10
thelec.net
Siemens' SENTRON 3QD2 semiconductor circuit breaker. (Photo: Infineon)
Infineon Technologies said on June 8 local time that it will supply 1200V silicon carbide (SiC) power modules, branded as CoolSiC MOSFETs, to Siemens.
Siemens will integrate the modules into its SENTRON 3QD2 solid-state circuit breaker system.
Circuit breakers are designed to protect electrical systems from overloads and sho
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Software/NasdaqGS:CDNS
Assessing Cadence Design Systems (CDNS) Valuation After New AI EDA Advances And Foundry Alliances
June 10, 2026
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Cadence Design Systems (CDNS) has been in focus after a new multi year Design Technology Co Optimization agreement with Intel Foundry targeting Intel 14A, alongside recent AI automation and 2nm ecosystem updates.
See o
2026-06-10
www.gurufocus.com
2026-06-10
GuruFocus
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2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
digitimes.com
2026-06-10
AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide integration. For readers worldwide, the findings point to a sector where quality gains are real, but talent, data, and governance constraints are slowing broader industrial change.
2026-06-10
digitimes.com
2026-06-10
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.