Semiconductor News & Analysis Feed
880 articles
2026-06-18
www.datacenterdynamics.com
2026-06-18
Data Center Dynamics
Chip designer Qualcomm is exploring an acquisition of AI chip firm Tenstorrent.
As reported by The Information and citing a source with direct knowledge of the deal, the two companies are in discussions regarding an acquisition.
– Qualcomm
According to the report, the deal could see Tenstorrent valued between $8 and $10 billion, though the talks remain ongoing and the price. The deal could be a
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Semiconductors/NasdaqGM:ACMR
Is ACM Research’s (ACMR) Advanced Packaging Momentum Quietly Rewriting Its AI Chip Tool Narrative?
June 18, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, ACM Research reported strong first-quarter growth, highlighted robust order momentum at its Shanghai subsidiary, and saw semiconductor equipment peers lift expectations for wafer fab eq
2026-06-18
www.inc.com
2026-06-18
inc.com
__fail__
2026-06-18
memeburn.com
2026-06-18
Memeburn
TL;DR
ByteDance is negotiating to buy 50,000+ AI chips from Shanghai-based Iluvatar CoreX, and is also considering a deal for Baidu's Kunlunxin chips
It's developing two of its own GPU types (one for training, one for inference) with TSMC manufacturing, aiming for mass production in 2026 and scaling to 350,000 units
Its 2025 AI budget is $12 billion, with 60% going to domestic suppliers like Huaw
2026-06-18
www.bhaskarenglish.in
2026-06-18
Bhaskar English
English NewsTech ScienceApple AI Chip Shortage: Price Hikes Incoming | Tim Cook Calls It Flood
Apple confirms iPhone, Mac and iPad prices will rise soon:AI chip shortage to drive cost hikes, Tim Cook calls it a ‘hundred-year flood’
4 days ago
Author: Samira Siddiqui
Buying a new iPhone may soon become a little more expensive. And it’s not just iPhones; Macs and iPads could also see price hikes in
2026-06-18
sg.finance.yahoo.com
2026-06-18
Yahoo Finance Singapore
Qualcomm (QCOM) Is Reportedly Eyeing Tenstorrent In A $10 Billion AI Chip Deal
Bailey Pemberton
Wed, 17 June 2026 at 10:09 pm GMT-7 4 min read
QCOM
+6.17%
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Qualcomm, ticker NasdaqGS:QCOM, is reportedly in advanced talks to acquire AI chip startup Tenstorrent.
The potential deal
2026-06-18
wccftech.com
2026-06-18
Wccftech
SK Hynix has commenced sampling of its next-gen HBM4E memory, offering up to 16 Gbps speeds and 48 GB capacities.
The acceleration in AI has pushed DRAM manufacturers to dial up their development plans. As such, SK Hynix is racing its rival Samsung to deliver the first HBM4E memory solutions to partners who will be using it to power their next-generation datacenters.
The HBM4E memory will play a
2026-06-18
digitimes.com
2026-06-18
As AI chip technology advances, larger chip sizes and heterogeneous integration packaging are driving bigger package dimensions, pushing semiconductor makers to adopt FOPLP over FOWLP and improve manufacturing efficiency by "replacing round with square." DIGITIMESbelieves that panel makers have an edge because their existing glass substrates are larger than those used by OSATs, making FOPLP develo
2026-06-18
digitimes.com
2026-06-18
MPI Corporation, a major probe card supplier, said AI demand is tightening supply across the probe card market and extending order visibility, with the company considering a prepayment mechanism to guarantee customers priority access to capacity.
2026-06-18
digitimes.com
2026-06-18
SK Hynix has eliminated degree requirements from its regular recruitment process for new employees, as the memory chip giant seeks to strengthen its lead in high-bandwidth memory (HBM) and secure talent for the fast-changing AI semiconductor market. Industry watchers said the move reflects a greater focus on practical creativity and execution in the AI era rather than formal academic credentials.
2026-06-18
www.digitimes.com
2026-06-18
digitimes
SK Hynix has eliminated degree requirements from its regular recruitment process for new employees, as the memory chip giant seeks to strengthen its lead in high-bandwidth memory (HBM) and secure talent for the fast-changing AI semiconductor market. Industry...
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Qualcomm in Talks to Acquire AI Chip Startup Tenstorrent for Up to $10 Billion, Reuters Reports
Vardah Gill
Wed, June 17, 2026 at 4:04 PM PDT 2 min read
QCOM
-0.51%
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Trading disclosure
With a free cash flow yield of 5.54%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 12 Stocks From Companies Generating High Cash Flow.
Qualcomm in Talks to Acquire AI Chip Startu
2026-06-18
www.brookings.edu
2026-06-18
Brookings
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2026-06-17
www.communicationstoday.co.in
2026-06-17
Communications Today
www.communicationstoday.co.in
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:52 PM PDT 4 min read
NVDA
-2.37%
GOOGL
+1.06%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. B
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Nvidia (
NVDA
2.16%
) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google
2026-06-17
www.digitimes.com
2026-06-17
digitimes
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-06-17
digitimes.com
2026-06-17
The global appetite for AI chips is putting new strain on materials suppliers, turning one of Ajinomoto's lesser-known products into a pressure point for advanced semiconductor packaging.
2026-06-17
digitimes.com
2026-06-17
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
Geoffrey Seiler, The Motley Fool
Tue, June 16, 2026 at 2:29 PM PDT 5 min read
NVDA
-2.37%
GOOGL
+1.06%
INTC
-8.45%
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Trading disclosure
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NASDAQ: NVDA) with