Semiconductor News & Analysis Feed
412 articles
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances
Maham Fatima
Fri, June 26, 2026 at 1:04 AM PDT 1 min read
NVDA
-1.59%
AMZN
-3.14%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks for beginners to buy now. On June 23, NVIDIA and AWS partnered to simplify production-scale AI by enhancing compute
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-26
digitimes.com
2026-06-26
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in a semiconductor ecosystem moving toward manufacturing scale.
2026-06-26
digitimes.com
2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
digitimes.com
2026-06-26
SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence, as the South Korean memory maker prepares to nearly double DRAM wafer input capacity by 2030–2031, The Elecreported.
2026-06-26
digitimes.com
2026-06-26
Onsemi has agreed to buy Synaptics in an all-stock transaction valued at about US$7 billion, a deal that could reshape the edge AI landscape across automotive, industrial, and connected devices. If completed, the merger aims to broaden global access to intelligent systems, software, and wireless technology.
2026-06-26
digitimes.com
2026-06-26
On June 25, IBM unveiled what it calls the world's first sub-1nm chip technology: a 0.7nm — or 7 angstrom — transistor architecture built on an entirely new 3D platform called Nanostack. The announcement, timed to the VLSI 2026 symposium, marks the first time logic technology has extended below the 1nm node and, IBM says, opens a roadmap of at least a decade of further semiconductor scaling.
2026-06-26
digitimes.com
2026-06-26
Academia Sinica has built a 20-qubit quantum chip from scratch, and the team now says the next phase is less about lab breakthroughs and more about engineering a scalable, reproducible manufacturing system. Chii-Dong Chen, executive director of Academia Sinica's Center for Quantum Computer, says Taiwan's quantum chip effort is moving into that engineering battleground.
2026-06-26
cnycentral.com
2026-06-26
WSTM
Micron Technology, Inc. reported record financial results for its fiscal third quarter of 2026, driven by surging demand for memory and storage products tied to artificial intelligence and data center expansion.
The Boise-based semiconductor company said revenue for the quarter ended May 28 reached $41.5 billion, up from $23.9 billion in the prior quarter and $9.30 billion a year earlier.
Net in
2026-06-26
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-25
eetimes.com
2026-06-25
The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
5 min read
MU
−0.31%
Micron Technology, Inc. MU used its third-quarter fiscal 2026 earnings call to make a broader point than a quarterly beat. Management framed memory as a strategic bottleneck in the AI buildout and argued that long-term customer agreements are resh
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
In Part 1, we looked at the innovations underpinning the Cerebras WSE-3 and why its most significant breakthrough is the elimination of data movement overhead at the architectural level, not better yield management or thermal engineering. Cerebras’ on-wafer fabric is a viable answer to the question being asked by the entire industry: how do you move data fast enough that compute stops waiting?
Th
2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology (MU) Announces Collaboration with Anthropic to Scale Next Generation AI Infrastructure
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
MU
-0.31%
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Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. Micron's share prices have zoomed 722.27% in the past year, while it has increase
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Shares of memory specialist Micron Technology (
MU
1.32%
) jumped about 16% in after-hours trading on Wednesday, climbing from about $1,049 at Wednesday's close to about $1,215, after the company reported a fiscal third quarter that topped even the most optimistic expectations on Wall Street.
The move snaps a fear-driven artificial intelligence (AI) sell-off that had weighed on chip stocks earlie
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.