Semiconductor News & Analysis Feed
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2026-06-25
www.forbes.com
2026-06-25
Forbes
INNOVATION
AI
Whoever Wins AI Will Count Transformers, Not Nvidia Chips
ByRobert J. Szczerba,
Contributor.
Robert J. Szczerba is a tech CEO covering AI, robotics and automation
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Jun 25, 2026, 06:15am EDT
Summary
The US AI buildout faces a critical bottleneck: not chips, but power infrastructure. Half of planned 2026 data centers are stalled due to shortages of transformers, switc
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
eetimes.com
2026-06-25
IBM unveils 0.7-nm nanostack chips promising 100 billion transistors, denser SRAM, and production within five years.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
NVIDIA (NVDA) in Spotlight for Facilitating France’s AI Advancement Efforts
Muhammad Ali Khalid
Wed, June 24, 2026 at 11:01 PM PDT 2 min read
NVDA
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On June 17, NVIDIA Corp. (NASDAQ:NVDA) shared developments around the continued expansion of France's arti
2026-06-25
simplywall.st
2026-06-25
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Hudbay Minerals (TSX:HBM) Completes Arizona Sonoran Copper Deal To Build U.S. Copper Pipeline
June 25, 2026
Simply Wall St
Reviewed by
Bailey Pemberton
Hudbay Minerals (TSX:HBM) has completed its acquisition of Arizona Sonoran Copper Company.
The deal combines Hudbay’s Copper World project with the Cactus copper project in Arizona.
The transaction creates a lar
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-24
simplywall.st
2026-06-24
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United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) Pushes 2D Transistors And CoPoS Closer To The AI Future
June 24, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC (NYSE:TSM) reports progress on next generation 2D transistor technology, fabricating 2D material devices at a 50nm pitch with partners Imec and ASML.
The company is also accelerating work on Chip On Panel on Sub
2026-06-24
electronics360.globalspec.com
2026-06-24
Electronics360
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2026-06-24
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NVIDIA Corp (NASDAQ:NVDA) Ranks High on the Affordable Growth Screen
By Mill Chart – Last update: Jun 24, 2026
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2026-06-24
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2026-06-24
France 24
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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.
2026-06-24
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2026-06-24
New Electronics
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2026-06-24
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2026-06-24
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Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors
Bailey Pemberton
Tue, June 23, 2026 at 9:30 PM PDT 3 min read
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Taiwan Semiconductor Manufacturing, NYSE:TSM, has reported a breakthrough in advanced packaging through its
2026-06-24
eetimes.com
2026-06-24
Pat Brans
At Silicon Saxony Days 2026, Frank Bösenberg said Dresden shows “what is possible” under Europe’s first Chips Act.
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.blocksandfiles.com
2026-06-23
Blocks & Files
Micron Anthropic Tom Brown image
Micron invests in Anthropic and grants it a supply deal
Chris Mellor
BLOCKS & FILES EDITOR
Published Tue 23 Jun 2026 // 13:25 UTC
Micron has made a memory and SSD supply deal with AI foundation model Claude and Mythos developer Anthropic along with punting dollars into Anthropic’s H-round as part of a strategic agreement between the two companies.
The supply deal