Semiconductor News & Analysis Feed
77 articles
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.heygotrade.com
2026-06-02
Gotrade
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2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-27
www.digitimes.com
2026-05-27
digitimes
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement...
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2026-05-27
digitimes.com
2026-05-27
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
www.ibtimes.com
2026-05-27
International Business Times
By
Merin Rebecca Thomas
Published 05/26/26 AT 5:55 PM EDT
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ByteDance plans to purchase millions of Qualcomm application-specific integrated circuits, or ASICs, to support its AI agent software and broader artificial intelligence operations. AFP
Qualcomm has secured a deal to supply artificial intelligence ch
2026-05-24
www.techtimes.com
2026-05-24
Tech Times
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2026-05-23
www.benzinga.com
2026-05-23
Benzinga
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2026-05-20
seekingalpha.com
2026-05-20
Seeking Alpha
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2026-05-18
gagadget.com
2026-05-18
gagadget.com
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2026-05-17
www.techtimes.com
2026-05-17
Tech Times
Samsung Electronics became the first chipmaker to mass-produce and ship sixth-generation high-bandwidth memory chips in February — the component that Nvidia, AMD, and Google are competing to secure for their next-generation AI accelerators — whilenegotiations with more than 50,000 workers collapsed this week, leaving a threatened 18-day strike starting May 21 as the single biggest near-term risk t
2026-05-13
www.msn.com
2026-05-13
MSN
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2026-05-13
www.msn.com
2026-05-13
MSN
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2026-05-13
www.wsj.com
2026-05-13
WSJ
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2026-05-11
www.moomoo.com
2026-05-11
Moomoo
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