Semiconductor News & Analysis Feed
259 articles
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler
Sasha Jovanovic
Wed, June 17, 2026 at 11:09 PM PDT 3 min read
QCOM
+6.17%
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In recent weeks, Qualcomm has moved beyond its smartphone roots by launching a custom AI data center silicon program with a leading hyperscaler, expanding collaborations in XR, edge AI, and
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Launches New AI Data Center Program With A Major Hyperscaler
Bailey Pemberton
Tue, June 16, 2026 at 9:34 PM PDT 2 min read
QCOM
-3.05%
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Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Qualcomm has launched a new AI data center program with a major hyperscaler focused o
2026-06-17
digitimes.com
2026-06-17
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is reportedly in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8 billion and $10 billion, according to Reuters.
The potential acquisition would mark a significant strategic expansion for Qualcomm, pushing the chipmaker beyond its traditional mobile processor and connectivity chip stronghold.
Trump plans massive July 4 celebration, ICE age
2026-06-16
news.google.com
2026-06-16
Business Wire
2026-06-16
news.google.com
2026-06-16
Business Wire
2026-06-16
tomshardware.com
2026-06-16
Bruno Ferreira
Oracle's Project Jupiter is targeting a New Mexico desert already struggling with water consumption, but the company assures residents that the data center's water usage is "negligible."
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:POWI
Does Power Integrations’ (POWI) Kyber-Optimized GaN Push Redefine Its High-Voltage AI Data Center Ambitions?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Power Integrations introduced two ultra-slim auxiliary power supply reference designs for 800 VDC AI data centers, including a 15 W single-output and a 35 W six-
2026-06-16
eetimes.com
2026-06-16
GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers.
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
China, GaN
China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/ E Hits 34x
15.06.2026 - 21:05:17 | boerse-global.de
Infineon accelerates €5B Dresden fab to 2026, but patent dispute in China forces halt of GaN sales. AI power chip revenue forecast to grow, stock up 111% YTD.
China - China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/E Hits 34x 15.06.2026 - Bild: ü
2026-06-15
news.google.com
2026-06-15
Stock Titan
2026-06-15
digitimes.com
2026-06-15
India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock After New SharonAI Data Center Deal Is The AI Leader Still Undervalued
June 15, 2026
Simply Wall St
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NVIDIA (NVDA) just signed a six year compute collaboration with SharonAI Holdings to support 72 megawatts of new AI data center capacity in Australia, using its DSX AI factory design and Grace Blackwell GB300 GPUs.
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