Semiconductor News & Analysis Feed
38 articles
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
2026-07-06
digitimes.com
2026-07-06
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL | AAPL Price Prediction) wants to buy from is not yet on the US entity list, unlike YMTC, which already is.
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For Micron Technology (NASDAQ:MU), whose Mobile
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Omor Ibne Ehsan
Thu, July 2, 2026 at 6:13 AM PDT 4 min read
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Apple is reportedly targeting Chinese fab CXMT for LPDDR5X memory, threatening Micron's $12 billion mobile segment despite its 85% gross ma
2026-06-29
datacentremagazine.com
2026-06-29
Data Centre Magazine
Despite memory chips sitting at the heart of modern data centre infrastructure, they have long been treated as commodities that buyers can swap between suppliers.
This keeps prices under pressure and leaves the sector exposed to sharp cycles of oversupply and shortage.
Even with AI workloads increasing demand for high-performance computing, analysts still question how durable the current wave of
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
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OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O
2026-06-24
www.gurufocus.com
2026-06-24
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2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Why QUALCOMM (QCOM) Is Up 6.8% After New AI Chip Deals And Spatial Computing Push
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Qualcomm has accelerated its push beyond smartphones by launching a custom AI data center silicon program with a leading hyperscaler, unveiling its Snapdragon Reality Elite platform for spatial computin
2026-06-18
www.gasworld.com
2026-06-18
gasworld
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UK semiconductor sector grows 13.6% as UK, Japan sign chip deal
By Sophie Gregory
3 days ago
3 min read
Bookmark
The UK semiconductor sector has expanded by 13.6% over the past two years, adding 82 companies and pushing the total number of semiconductor businesses to 705, driving specialty gas demand to support production of advanced chips.
That’s according to the UK’s Department for S
2026-06-18
sg.finance.yahoo.com
2026-06-18
Yahoo Finance Singapore
Qualcomm (QCOM) Is Reportedly Eyeing Tenstorrent In A $10 Billion AI Chip Deal
Bailey Pemberton
Wed, 17 June 2026 at 10:09 pm GMT-7 4 min read
QCOM
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Qualcomm, ticker NasdaqGS:QCOM, is reportedly in advanced talks to acquire AI chip startup Tenstorrent.
The potential deal
2026-06-15
news.google.com
2026-06-15
Stock Titan
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Jon Keegan
17M
Intel shares soar on report of Google chip deal, possible future Nvidia business
Shares of IntelINTC $108.46 (9.37%) soared in early trading on a report that GoogleGOOGL $361.70 (-1.79%) and NvidiaNVDA $207.05 (0.95%) are considering turning to the chipmaker as a backup supplier to TSMCTSM $426.52 (2.73%), as surging demand continues to outpace supply.
Google and Nvidia Consider I
2026-06-08
qz.com
2026-06-08
qz.com
EMERGING TECHNOLOGIES
Nvidia seals a multi-year memory chip deal with SK Hynix — but South Korean chip stocks are sinking
SK Hynix stock closed 7.7% lower on Monday as robust U.S. jobs data fueled bets on a Federal Reserve rate hike
By
Cris Tolomia
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Credit: Nvidia $NVDA -6.20%
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia signs multi-year memory chip deal with SK Hynix
Quartz · Credit: Nvidia
Cris Tolomia
Mon, June 8, 2026 at 4:17 AM PDT 2 min read
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Nvidia and SK Hynix announced a multi-year technology partnership Monday to develop next-generation memory chips for AI data centers and accelerate semiconductor design and manufacturing — e
2026-06-08
www.tradingpedia.com
2026-06-08
TradingPedia
Nvidia Deepens South Korea Ties With AI Chip Deals Push
Written by Michael Fisher, | Updated: June 8, 2026
Key Moments
Nvidia secured multi-year partnerships in South Korea with SK Hynix, SK Telecom, Naver, Doosan Group, and LG Group. These deals support its expanding AI roadmap.
In addition, SK Telecom plans to build a gigawatt-scale AI cloud in South Korea using Nvidia technology. It aims to lau
2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
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2026-06-01
news.google.com
2026-06-01
24/7 Wall St.