Semiconductor News & Analysis Feed
62 articles
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, Rides
Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Target
12.06.2026 - 05:24:27 | boerse-global.de
Infineon shares have doubled in 2024, fueled by AI infrastructure power demand and rotation from software to semiconductors, with analysts bullish but volatility at 75%.
Infineon - Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Tar
2026-06-11
digitimes.com
2026-06-11
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of "software-hardware integration."
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
news.google.com
2026-06-10
CNX Software
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-09
tomshardware.com
2026-06-09
Jake Roach
Intel is expanding its performance-boosting iBOT feature with seven new games.
2026-06-08
www.ebc.com
2026-06-08
EBC Financial Group
Cadence Design Systems (Nasdaq: CDNS) closed at $376.19 on June 5, with CDNS stock down 8.62% on the day, more than double the Nasdaq Composite's 4.18% decline, itself the index's worst session since April 2025.
The S&P 500 lost about 2.6%. For a company with a record $8.0 billion backlog and guidance for 17% revenue growth this year, the size of the move demands a better explanation than "tech
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
moneywise.com
2026-06-08
moneywise.com
Em Norton
Jun 7, 2026
Jensen Huang, CEO of Nvidia, delivered a keynote speech at Computex — the leading global exhibition focused on AIoT and startups — on Monday. The exhibition’s theme was “AI Together” and Huang’s speech focused on agentic and physical AI, and what it means for the future.
According to Fortune Business Insights, the agentic AI market is currently valued at over $9 billion and
2026-06-06
aimagazine.com
2026-06-06
AI Magazine
NVIDIA’s Jensen Huang used his Computex keynote to push back on fears that AI will make software businesses obsolete. He argues this is an “incredible time” to build software that AI agents can use.
He says: “A lot of people have said: ‘Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business.’ I said it is exactly the opposite.
“This i
2026-06-05
news.google.com
2026-06-05
PYMNTS.com
2026-06-03
blogs.nvidia.com
2026-06-03
NVIDIA Blog
Industrial Software Leaders Build Secure, Autonomous AI Engineers With NVIDIA NemoClaw
Showcased at GTC Taipei at COMPUTEX, autonomous AI engineers compress weeks of simulation work into just hours.
June 2, 2026 by Timothy Costa
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Accelerated computing has revolutionized industrial engineering, compressing simulation times from weeks to hours.
Today’s remaining challenges sit in the end
2026-06-02
www.foreignpolicyjournal.com
2026-06-02
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) has announced a new software toolkit, open source models and a series of major industry partnerships designed to accelerate the deployment of autonomous AI agents across enterprise environments.
The NVIDIA Agent Toolkit includes the latest NemoClaw blueprints, Nemotron models, OpenShell secure runtime and CUDA-X libraries, all of which form open source foundations for enterp
2026-06-02
www.theinformation.com
2026-06-02
The Information
OpenAI’s Revenue Chief Barnstorms for Business Customers
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2026-06-01
www.marketwatch.com
2026-06-01
MarketWatch
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.cnbc.com
2026-06-01
CNBC
Software stocks spiked ahead of Monday's opening bell after Nvidia
CEO Jensen Huang unveiled plans for a new chip that will power personal computers.
Investors are piling into a range of computer-related names on the first trading day of June, with ServiceNow
leading the premarket rise after soaring 14.4% ahead of the opening bell. IBM
surged 12.7% and Hewlett Packard
rose 12.6%. ARM
is up 1
2026-06-01
www.cnbc.com
2026-06-01
CNBC
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2026-06-01
nvidianews.nvidia.com
2026-06-01
NVIDIA Newsroom
News Summary:
New NVIDIA Agent Toolkit software — including latest NVIDIA NemoClaw blueprints, Nemotron models, OpenShell secure runtime and CUDA-X libraries with agent skills — delivers open source foundations for enterprise development.
Cadence, Dassault Systèmes, Siemens and Synopsys are among the first to use NVIDIA NemoClaw to build autonomous AI engineers working as digital coworkers to exe
2026-06-01
developer.nvidia.com
2026-06-01
NVIDIA Developer
AI is now essential infrastructure, powered by AI factories that generate intelligence in the form of tokens. As demand grows, these factories must scale faster, operate more efficiently, and lower the cost of intelligence across the five-layer stack: energy, chips, infrastructure, models, and applications.
NVIDIA DSX platform provides the complete playbook for designing, simulating, building, an