Semiconductor News & Analysis Feed
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2026-06-27
marketwise.com
2026-06-27
MarketWise
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2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultraviolet (EUV) lithography market and leads the commercialization of next-generation high-NA EUV systems, technologies that are essential
2026-06-27
centralcurrent.org
2026-06-27
Central Current
Micron and town of Clay officials have agreed to a host community agreement that would require Micron to pay the town $30 million instead of the building permit fees it would have spent to build its first chip fabrication plant, town officials said Thursday night.
Building the first fab would have cost Micron $62 million in building permit fees, town officials said.
Town officials made the agr
2026-06-27
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2026-06-27
Zacks Investment Research
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2026-06-27
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2026-06-27
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2026-06-27
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2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:PLAB
Will SK Hynix’s HBM Re‑Prioritization Shift Change Photronics’ (PLAB) AI Supply Chain Narrative?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Recently, reports that South Korea's SK Hynix is slowing its high‑bandwidth memory expansion to prioritize higher‑margin conventional DRAM unsettled sentiment across the AI‑chip supply chain, affecting r
2026-06-27
tomshardware.com
2026-06-27
Matt Safford
What you clicked on, because of all the PC parts that were overpriced or unavailable
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips · Stocktwits
Aveek Bhowmik
June 26, 2026 3 min read
QCOM
-3.12%
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Qualcomm is reportedly discussing its new data center chip platform with smartphone, PC and automotive
2026-06-27
stocktwits.com
2026-06-27
Stocktwits
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2026-06-27
www.gsmarena.com
2026-06-27
GSMArena.com
We've heard rumors that Qualcomm will launch two 2nm chips under the Snapdragon 8 Elite series this year, called the Snapdragon 8 Elite Gen 6 (SM8950) and Snapdragon 8 Elite Gen 6 Pro (SM8975). But now we learn that Qualcomm has two more Snapdragon 8-series chips on its roadmap.
The word comes from reliable tipster Digital Chat Station, who claimed that Qualcomm is working on the Snapdragon 8 Eli
2026-06-27
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2026-06-27
TradingView
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Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
3 min read
ON
+6.74%
SYNA
+5.84%
onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi’s transformation from a
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Sraddha Singha
Fri, June 26, 2026 at 10:27 AM PDT 3 min read
ON
+6.74%
SYNA
+5.84%
STM
+0.13%
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onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi's
2026-06-27
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2026-06-27
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Here's How Artificial Intelligence Powers ASML's Growth Story
Here's How Artificial Intelligence Powers ASML's Growth Story
2 min read
ASML
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Here's How Artificial Intelligence Powers ASML's Growth Story
Tanuka De
Fri, June 26, 2026 at 10:25 AM PDT 3 min read
ASML.AS
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultravi
2026-06-27
www.investing.com
2026-06-27
Investing.com
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2026-06-27
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2026-06-27
The Business Journals
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2026-06-27
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2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro
2026-06-27
www.semafor.com
2026-06-27
Semafor
Qualcomm, the chipmaker supplying smartphones and wearable devices, said it plans to use the new chip technology it created for data centers in smartphones — ultimately allowing AI to run better on mobile devices, said Executive Vice President Durga Malladi in an interview.
When Qualcomm announced its data-center chips this week, it launched itself into the highly competitive data-center chip ind
2026-06-27
www.marketwatch.com
2026-06-27
MarketWatch
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