Semiconductor News & Analysis Feed
189 articles
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Anhata Rooprai and Stephen Nellis
Wed, June 24, 2026 at 11:11 AM PDT 3 min read
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By Anhata Rooprai and Stephen Nellis
June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-24
www.axios.com
2026-06-24
Axios
www.axios.com
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
Investing.com
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2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports
Illustration of Nvidia logo · Reuters
Reuters
Tue, June 23, 2026 at 5:25 PM PDT
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June 23 (Reuters) - Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip traders.
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2026-06-24
www.ft.com
2026-06-24
Financial Times
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
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Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-22
news.google.com
2026-06-22
Stock Titan
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
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Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
eetimes.com
2026-06-19
The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.
2026-06-19
memeburn.com
2026-06-19
Memeburn
TL;DR
Qualcomm is reportedly in talks to buy Tenstorrent for between $8 billion and $10 billion.
Tenstorrent is an AI chip design company with serious engineering talent, including well-known chip designer Jim Keller.
The deal would push Qualcomm into AI infrastructure, a space currently dominated by Nvidia.
Qualcomm’s strengths in mobile chips and 5G don’t automatically translate to AI infrastru
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.businessreport.com
2026-06-19
Baton Rouge Business Report
THURSDAY, JUNE 18, 2026
Amazon weighs direct sales of AI chips in challenge to Nvidia’s dominance
By Daily Report Staff
Amazon is exploring a major expansion of its artificial intelligence chip business by considering direct sales of its custom AI processors to outside companies, Bloomberg reports.
The initiative centers on Trainium, a family of chips designed to provide a lower-cost alternativ