Semiconductor News & Analysis Feed
269 articles
2026-06-14
fortune.com
2026-06-14
Fortune
Recent tech layoffs would initially appear to indicate the great labor shift from human workers to AI may already be happening.
Meta announced in a memo earlier this year it plans to lay off 10% of its workforce, about 8,000 employees, as well as scrap plans to hire for 6,000 open positions. It’s part of an effort to “run the company more efficiently and to allow us to offset the other investmen
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
The Computer History Museum recalls one of its biggest ever retro treasure troves. This ‘astonishing’ haul was rescued from an abandoned warehouse in the town of Castrop-Rauxel, Germany.
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.
2026-06-13
tomshardware.com
2026-06-13
Jowi Morales
This could put a dent towards the availability of compute in the future.
2026-06-13
tomshardware.com
2026-06-13
Jake Roach
The name came up a few times during our conversations at Computex. Intel has declined to comment on it.
2026-06-13
www.benzinga.com
2026-06-13
Benzinga
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Sharon AI Shares Jump on Major NVIDIA Compute Infrastructure Partnership (SHAZ)
Fiona Craig
Fri, June 12, 2026 at 5:58 AM PDT 2 min read
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SHAZ
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Sharon AI Holdings Inc. (NASDAQ:SHAZ) shares surged 25% on Friday after the company announced a six-year strategic compute collaborati
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
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Sharon AI Announces Six Year Strategic Compute Collaboration with NVIDIA
Business Wire
Fri, June 12, 2026 at 4:20 AM PDT 5 min read
NVDA
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SHAZ
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NVIDIA and Sharon AI to deploy 72MW AI factory and up to 40,000 Grace Blackwell GB300 GPUs in Austra
2026-06-12
digitimes.com
2026-06-12
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
2026-06-12
digitimes.com
2026-06-12
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
2026-06-12
futurumgroup.com
2026-06-12
The Futurum Group
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2026-06-11
www.techpowerup.com
2026-06-11
TechPowerUp
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2026-06-11
www.fool.com
2026-06-11
The Motley Fool
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2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
2026-06-10
blogs.nvidia.com
2026-06-10
NVIDIA Blog
NVIDIA Confidential Computing to Help Expand Apple’s Private Cloud Compute
NVIDIA GPUs to support server-side inference for Apple Intelligence, announced at WWDC.
June 9, 2026 by Avinash Ahuja
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NVIDIA GPUs with Confidential Computing are now used for confidential inference in Apple’s Private Cloud Compute (PCC), as it expands beyond Apple’s data centers to Google Cloud.
Unveiled during
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
www.tradingview.com
2026-06-09
TradingView
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