Semiconductor News & Analysis Feed

718 articles
2026-06-25
www.investing.com 2026-06-25 Investing.com
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2026-06-25
www.manilatimes.net 2026-06-25 The Manila Times
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips A new epitaxy system optimized for DRAM fabs adds a critical logic-class step-boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
www.marketscreener.com 2026-06-25 marketscreener.com
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2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips Applied Materials, Inc. Thu, June 25, 2026 at 6:00 AM PDT 6 min read AMAT -3.33% Trade AMAT on Coinbase Trading disclosure Applied Materials, Inc. Innovations spanning DRAM and advanced packaging enable the
2026-06-25
www.globenewswire.com 2026-06-25 GlobeNewswire
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips A new epitaxy system optimized for DRAM fabs adds a critical logic-class step—boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
digitimes.com 2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-25
digitimes.com 2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
2026-06-25
www.marketscreener.com 2026-06-25 marketscreener.com
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2026-06-25
ca.investing.com 2026-06-25 Investing.com Canada
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2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia Daniel Howley · Technology Editor Wed, June 24, 2026 at 12:30 PM PDT 3 min read QCOM -3.29% NVDA -0.50% MSFT -2.27% META -0.81% Explore stocks on Coinbase Trading disclosure Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-24
eetimes.com 2026-06-24
Modern fluid systems demand accurate, reliable monitoring to detect inefficiencies, prevent failures, and optimise performance. Engineers often face challenges with measurement accuracy at low flow rates, maintenance from mechanical wear, and complex calibration processes. This paper explains how non-invasive sensing approaches can overcome these issues, enabling stable, low-power measurement of f
2026-06-24
digitimes.com 2026-06-24
Samsung Electronics' System LSI division is pressing its mobile business to expand adoption of the in-house Exynos 2700 processor beyond the standard Galaxy S27 and S27 Plus models and into the premium Galaxy S27 Ultra and Galaxy Z Fold 8, according to The Bell.
2026-06-24
digitimes.com 2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com 2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com 2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
2026-06-24
digitimes.com 2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
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
2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
Here's Why Cadence Design Systems (CDNS) Fell More Than Broader Market Here's Why Cadence Design Systems (CDNS) Fell More Than Broader Market · Zacks Zacks Equity Research June 23, 2026 3 min read CDNS +0.70% ^GSPC +0.79% ^DJI +0.26% Trade CDNS on Coinbase Trading disclosure Cadence Design Systems (CDNS) ended the recent trading session at $379.06, demonstrating a -2.57% change from the preceding
2026-06-24
sg.finance.yahoo.com 2026-06-24 Yahoo Finance Singapore
Here's Why Cadence Design Systems (CDNS) Fell More Than Broader Market Zacks Equity Research Tue, 23 June 2026 at 3:00 pm GMT-7 3 min read CDNS -0.61% ^GSPC +0.45% ^DJI +0.04% Cadence Design Systems (CDNS) ended the recent trading session at $379.06, demonstrating a -2.57% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 1.44%. On the o
2026-06-24
www.marketwatch.com 2026-06-24 MarketWatch
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