Semiconductor News & Analysis Feed
796 articles
2026-06-25
www.thelec.net
2026-06-25
thelec.net
(Photo: SK hynix)
SK hynix said on June 24 that it has filed a registration statement for the issuance of American Depositary Receipts (ADRs) as part of its planned listing on the Nasdaq Stock Market. The company plans to issue up to 17.79 million common shares through a third-party allotment, equivalent to approximately 2.5% of its outstanding shares. The total offering size is estimated at 45.4
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%
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Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-24
tomshardware.com
2026-06-24
Luke James
SK hynix filed a securities registration statement on Wednesday to raise up to 45.45 trillion won through an American depositary receipt listing on Nasdaq.
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
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
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
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' 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 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
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
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
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%
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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
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
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Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-24
marklapedus.substack.com
2026-06-24
Semiecosystem
Quantum Computing Acquires NHanced Semiconductors
Quantum Computing Inc., a quantum optics and photonics company, has acquired NHanced Semiconductors, a U.S-based advanced packaging vendor
SEMIECOSYSTEM
JUN 24, 2026
5
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By Mark LaPedus
Quantum Computing Inc. (QCi), a quantum optics and photonics company, has acquired NHanced Semiconductors, a U.S-based advanced packaging vendor.
Under t
2026-06-23
www.mitsloanme.com
2026-06-23
MIT Sloan Management Review Middle East
Nvidia’s New Cooling System Cuts Data Center Water Use to Near Zero—But Not AI’s
The technology addresses on-site consumption, while power generation and chip manufacturing remain major contributors.
MITSloan ME Editorial
18 hours ago
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Oracle Cuts 21,000 Jobs as AI Silently Reshapes Its Operating Model
Nvidia
2026-06-23
www.sdcexec.com
2026-06-23
Supply & Demand Chain Executive
www.sdcexec.com
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2026-06-23
tomshardware.com
2026-06-23
Jowi Morales
This system raises the base coolant temperature to 113 degrees F (45 degrees C) to save on electricity costs and reduce water consumption to basically zero.