Semiconductor News & Analysis Feed
20 articles
2026-08-08
news.google.com
2026-08-08
2026-08-08
news.google.com
2026-08-08
2026-08-05
2026-08-05
2026-07-29
www.fastcompany.com
2026-07-29
2026-07-29
news.google.com
2026-07-29
2026-07-11
www.pymnts.com
2026-07-11
2026-07-02
www.digitimes.com
2026-07-02
Samsung Electronics demonstrated the recovery of its contract chipmaking business at its annual foundry ecosystem event on July 1, unveiling a long-term manufacturing roadmap alongside signs of strengthening short-term demand. This move signals the semiconductor industry's transition from cyclical g
2026-07-02
2026-06-30
www.fool.com
2026-06-30
Qualcomm, a leading mobile chipmaker, has recently shifted focus toward artificial intelligence (AI), prompting renewed investor interest despite its underwhelming five-year total return of just 1.88%, significantly lagging behind Nvidia and Broadcom. In a June 24 announcement, Qualcomm unveiled its
2026-06-30
finance.yahoo.com
2026-06-30
Qualcomm, a leading mobile chipmaker, has underperformed compared to NVIDIA and Broadcom over the past five years due to its late entry into the AI chip market. However, a recent strategic announcement has shifted investor sentiment. The company significantly raised its 2029 revenue target to $40 bi
2026-06-23
techcrunch.com
2026-06-23
Following a high-profile 'not-acqui-hire' deal with NVIDIA, AI chipmaker Groq has raised $650 million in new funding to rebuild its team and pivot its business strategy. While NVIDIA acquired key IP and poached top talent including founder Jonathan Ross, Groq has responded by hiring new executives,
2026-06-16
www.tomshardware.com
2026-06-16
According to a report by The Information, Qualcomm is reportedly considering acquiring Tenstorrent, an AI chip company led by Jim Keller, with a potential valuation ranging between $8 billion and $10 billion. While the deal is not finalized, if completed, it would mark one of the most expensive acqu
2026-06-02
www.fastcompany.com
2026-06-02
2026-06-01
www.digitimes.com
2026-06-01
The global semiconductor industry stands at a critical inflection point, divided between those who can still shrink transistors and those who cannot. US export controls and the denial of EUV lithography equipment have effectively capped China's front-end chip development. TSMC's SoIC technology deep
2026-06-01
www.digitimes.com
2026-06-01
TSMC's SoIC technology strengthens its dominance in the AI chip market while deepening lock-in with global AI chip manufacturers. This trend reflects the semiconductor industry's transition from pure process scaling to system-level integration as Moore's Law approaches physical limits. Chinese chip
2026-05-27
finance.yahoo.com
2026-05-27
2026-05-27
www.semafor.com
2026-05-27
South Korean memory chipmaker SK Hynix has crossed the $1 trillion market capitalization mark, joining Samsung and Micron Technology as major industry titans. This surge is driven by strong demand for AI-powered hardware, fueling a broader boom in the semiconductor sector. Analysts suggest this coul
2026-05-16
www.investopedia.com
2026-05-16
2026-05-15
siliconangle.com
2026-05-15