Semiconductor News & Analysis Feed
33 articles
2026-07-07
www.barrons.com
2026-07-07
Barron's
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.
2026-07-06
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
2026-07-06
digitimes.com
2026-07-06
The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.
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.
2026-06-25
www.tekedia.com
2026-06-25
Tekedia
Qualcomm In Advanced Talks With ByteDance For Custom Chip Design As U.S. Firm Seeks To Diversify Beyond Smartphones
June 24, 2026 | by Samuel Nwite | 0
Qualcomm is in discussions to provide advanced chip-design services to China’s ByteDance, the parent company of TikTok, in what would represent an early and significant customer win for the U.S. semiconductor giant’s push into custom silicon serv
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is expanding its chip-design services to China as it is reportedly in early talks with ByteDance.
Custom-chip designs are picking up momentum across the tech industry, and a report by Reuters suggests that Qualcomm might be assisting ByteDance, a leading Chinese firm, with chip-design services.
Although the talks between Qualcomm and ByteDance are still early, if they succeed, then that
2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
www.businesstimes.com.sg
2026-06-24
The Business Times
Qualcomm in talks to provide custom chip-design services to ByteDance: sources
The negotiations show US tech companies are keen to do business with China, even with growing friction over AI chips
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Published Wed, Jun 24, 2026 · 07:36 PM
Qualcomm is the world’s largest supplier of smartphone modem chips, which manage cellular communications. PHOTO: REU
2026-06-24
www.ceoinsightsasia.com
2026-06-24
CEO Insights Asia
Qualcomm is negotiating to offer chip-design services to China's ByteDance, as the US firm aims to lessen its reliance on the smartphone market, its primary revenue generator, according to reports.
If the negotiations succeed, ByteDance, the owner of the short-video app TikTok, will become one of the first clients of Qualcomm's chip-design services division.
Qualcomm is the leading provider of m
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.tradingkey.com
2026-06-24
TradingKey
As of Eastern Time June 24, Qualcomm is reportedly in negotiations to provide custom chip design services to ByteDance, potentially targeting mass production of video processing units by year-end. This collaboration would accelerate ByteDance’s AI infrastructure development while bolstering Qualcomm’s strategic expansion into the AI data center and ASIC markets. Simultaneously, ByteDance is pursui
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
uk.finance.yahoo.com
2026-06-24
Yahoo Finance UK
Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
AI Impact Summit in New Delhi · Reuters
Reuters
Tue, 23 June 2026 at 9:36 pm GMT-7 2 min read
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June 24 (Reuters) - Qualcomm is in talks to provide chip-design services to China's ByteDance, four people familiar with the matter said, as the U.S. company seeks to reduce
2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
www.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
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2026-06-24
digitimes.com
2026-06-24
Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.
2026-06-19
www.ien.com
2026-06-19
Industrial Equipment News
www.ien.com
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