Semiconductor News & Analysis Feed
278 articles
2026-07-05
news.google.com
2026-07-05
Seeking Alpha
2026-07-04
news.google.com
2026-07-04
The Motley Fool
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-02
digitimes.com
2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-02
securitytoday.com
2026-07-02
Security Today
The biometrics company added advanced GPUs to boost model training and expand cloud computing resources.
A biometrics and deep learning company has acquired advanced graphics processors to expand its artificial intelligence research and enterprise capabilities.
Neurotechnology integrated NVIDIA Blackwell Ultra B300 accelerators into its existing infrastructure to handle large-scale data processi
2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Nvidia and 2 AI Infrastructure Stocks Backed by Cash Flow Value
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
With central banks weighing their next moves, inflation sending mixed signals, and energy markets reacting to Middle East tensions, many stocks are being priced on headlines rather than on their underlying cash generation. The Undervalue
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 Semiconductor Stocks Riding AI Infrastructure Demand and Chip Equipment Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Chip stocks are back in focus as a rebound in the semiconductor sector lines up with renewed interest in dealmaking and broader technology equities. For investors, this combination of improving sentimen
2026-06-29
www.tipranks.com
2026-06-29
TipRanks
www.tipranks.com
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2026-06-29
digitimes.com
2026-06-29
Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.
2026-06-29
startupfortune.com
2026-06-29
Startup Fortune
Micron’s Q3 report turned a familiar memory stock into a harder AI infrastructure question: if every serious AI system needs more memory, you can’t keep treating memory as an afterthought.
Wall Street spent the AI boom staring at GPUs, and you can understand why. Nvidia became the cleanest ticker for the story. But Micron’s latest quarter forces a less glamorous point into the open: a fast chip i
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia signed a $1 billion partnership with Nokia late last year.
The deal has improved the fortunes of the beaten-down telecommunications stock.
Is Nokia stock now a buy?
10 stocks we like better than Nokia ›
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for its partners.
Last fall, Nokia (
NOK
+3.65%
) inked a $1 billion partnership to develop an AI-enabled cellular phone network, called AI RAN, or radio access network. It will essentially result in the upgrade to 6G communicati
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Reed Semiconductor announced that it has completed an upsized and oversubscribed $100 million funding round. The round included participation from several leading global semiconductor companies.
Reed Semiconductor is a provider of turnkey power solutions for AI infrastructure. The funding marks a major milestone in the company’s growth and market expansion, reflecting investor confidence in its t
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha And Omega Semiconductor (AOSL) Fully Valued On Its AI Infrastructure Push?
June 27, 2026
Simply Wall St
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Investor enthusiasm around Alpha and Omega Semiconductor (AOSL) has been fueled by the company’s stated focus on advanced computing systems and artificial intelligence infrastructure, along with CEO comments pointing to growing
2026-06-27
marketwise.com
2026-06-27
MarketWise
marketwise.com
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