Semiconductor News & Analysis Feed
223 articles
2026-06-27
tomshardware.com
2026-06-27
Kunal Khullar
A power-hungry flagship awaits.
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Is Down 16.2% After Modular Deal And AI CPU Push - Has The Bull Case Changed?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this week, Qualcomm Technologies announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and conf
2026-06-26
www.phoronix.com
2026-06-26
Phoronix
How NVIDIA GB10 CPU Performance Compares To Vera
Written by Michael Larabel in Processors on 26 June 2026 at 11:50 AM EDT. Page 1 of 4. 3 Comments.
Since delivering NVIDIA Vera CPU benchmarks one month ago and follow-ups like how the ARM Linux server performance has evolved in 8 years or how Vera compares to Ampere Altra that is still quite common in the marketplace, another frequent discussion p
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
We tested both CPUs across gaming, rendering, encoding, efficiency, and pricing to see if the Ryzen 7 5800X3D can keep up with the newer Core i7-14700K with DDR4.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 1 min read
NVDA
-0.79%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoti
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, 26 June 2026 at 3:50 am GMT-7 1 min read
NVDA
-0.59%
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoting its latest Vera CPU to Chinese cloud and
2026-06-26
wccftech.com
2026-06-26
Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs.
CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In
2026-06-26
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-25
tomshardware.com
2026-06-25
Etiido Uko
ASUS has released beta BIOS updates for several X870, B850, and X670 AM5 motherboards, restoring Transparent Secure Memory Encryption support for non-Pro Ryzen 9000 CPUs.
2026-06-25
qz.com
2026-06-25
qz.com
We won't sell or share your personal information to inform the ads you see. You may still see interest-based ads if your information is sold or shared by other companies or was sold or shared previously.
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
eetimes.com
2026-06-25
Qualcomm takes the data center by storm with networking, AI accelerators, and both custom and standard CPUs.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nvidia (NVDA) CPUs to Power Supercomputers at the Los Alamos National Laboratory
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
NVDA
-0.50%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. NVIDIA's stock has surged 35.25% in the past year and 5.93% year-to-date. Based on 67 analyst ratings compi
2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
www.constellationr.com
2026-06-25
Constellation Research
Qualcomm outlines new CPU, AI accelerator roadmap, inks deal with Meta
PUBLISHED JUNE 24, 2026
Qualcomm outlined its latest data center offerings including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute (HBC) and Qualcomm Dragonfly AI300 inference accelerator. Qualcomm also detailed custom silicon offerings.
The data center roadmap was detailed at Qualcomm's Investor Day. The
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) and Meta today announced a strategic multi-generation collaboration for Qualcomm Technologies to be a supplier for data center CPUs for Meta. Qualcomm Technologies’ data center CPU, the Qualcomm Dragonfly™ C1000, is planned to power Meta’s next-generation server fleet, underscoring the growing importance of high-performance, power-efficient compute in lar
2026-06-25
news.google.com
2026-06-25
Business Wire
2026-06-25
www.servethehome.com
2026-06-25
ServeTheHome
AIServerServer CPUs
Qualcomm Investor Day 2026 Data Center Announcements CPUs, AI Accelerators, and More
By Patrick Kennedy -
June 24, 2026
0
Qualcomm Investor Day 2026 Cover Large
I am here in New York City for Qualcomm Investor Day 2026 (thanks to Qualcomm for covering my travel). This is the event Qualcomm has been talking about as its venue for re-launching its data center offerings. Earlier
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Qualcomm
on Wednesday revealed a central processing unit for data centers called Dragonfly C1000, and said that Meta
would use it when it starts production in 2028.
The chipmaker said that the new data center CPU was built for agentic AI and focuses on offering computing performance without using too much power.
The announcement, made at a Qualcomm presentation to investors, is another sign th