Semiconductor News & Analysis Feed
173 articles
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity.
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2026-06-26
news.google.com
2026-06-26
Ad-hoc-news.de
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.
2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Software/NasdaqGM:FIVN
Micron Stock Has Investors Looking At 3 AI Software Names
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Micron’s huge Q3 2026 surprise, with revenue and earnings far above analyst estimates and a roughly 7x share price move over the past year, has pulled fresh attention to companies that help power data centers and advanced computing. When one stock
2026-06-25
www.hpcwire.com
2026-06-25
HPCwire
www.hpcwire.com
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2026-06-24
wtvbam.com
2026-06-24
WTVB
By Anhata Rooprai
June 24 (Reuters) – Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued at nearly $4 billion, gaining access to software that runs AI models across chips without having to write code for each processor.
Buying Modular pits Qualcomm against CUDA, the software platform that has helped underpin Nvidia’s AI dominance by tying millions of develop
2026-06-24
www.constellationr.com
2026-06-24
Constellation Research
Qualcomm acquires Modular to add open software chops
PUBLISHED JUNE 24, 2026
Qualcomm said it will acquire Modular in a move that gives it an AI-native software platform that will give it a more integrated portfolio.
The plan for Qualcomm is to combine Modular's software ecosystem with its chips and AI data center efforts. With Modular, Qualcomm will also have a chip agnostic compute layer that
2026-06-24
www.cnbc.com
2026-06-24
CNBC
Qualcomm
on Wednesday said it’s buying infrastructure startup Modular to boost its artificial intelligence software capabilities amid the data center build-out.
The deal will better position Qualcomm in the inference market and help companies run AI more efficiently.
“We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and g
2026-06-24
qz.com
2026-06-24
qz.com
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2026-06-24
www.wsj.com
2026-06-24
WSJ
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2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
thequantuminsider.com
2026-06-24
The Quantum Insider
PRESS RELEASE — The Eclipse Qrisp developer community has integrated Eclipse Qrisp – the open-source framework for quantum programming initiated by Fraunhofer FOKUS – with the NVIDIA CUDA-Q platform for hybrid quantum-classical computing. The integration will be made publicly available later this year.
The integration enables a straightforward workflow: developers write quantum programmes in Qris
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
www.bloomberg.com
2026-06-24
Bloomberg
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2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
tech.yahoo.com
2026-06-22
Yahoo Tech
TechAI
Nvidia debuts AI humanoid software
Axios
Nathan Bomey
Add us on Google
UpdatedMon, June 22, 2026 at 11:24 PM GMT+8
Humanoid robots are on display at the booth of Nvidia during the 4th Supply Chain Expo in China on Monday. Photo: Johannes Neudecker/picture alliance via Getty Images
Nvidia's vision for humanoid robots is becoming increasingly clear as the AI giant rolls out what it calls a "
2026-06-22
eetimes.com
2026-06-22
Discover how RISC-V is reshaping AI chip design—watch to see why it's becoming the default ISA.
2026-06-22
news.google.com
2026-06-22
EE Times
2026-06-22
tomshardware.com
2026-06-22
Mark Tyson
id Software’s Quake remains an influence on online gaming and 3D graphics to this day.
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
From Materials Simulation to Experimental Astronomy, New NVIDIA AI Software Unlocks Scientific Discoveries
NVIDIA CUDA-X libraries, microservices and reference code accelerate AI for science.
June 22, 2026 by Chris Porter
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At the ISC conference running in Hamburg this week, NVIDIA is introducing new software that speeds AI for science, from chemistry and materials discovery to the search