Semiconductor News & Analysis Feed

20 articles
2026-08-24
news.google.com 2026-08-24
2026-08-24
simplywall.st 2026-08-24
2026-08-19
news.google.com 2026-08-19
2026-08-14
www.communicationstoday.co.in 2026-08-14
According to a recent report by Dell'Oro Group, the global data center IT semiconductors and components market is projected to reach $1.8 trillion by 2030. This forecast marks a significant upward revision from the January 2026 report, reflecting increased expectations for data center capital expend
2026-08-13
www.marketsandmarkets.com 2026-08-13
2026-08-10
news.google.com 2026-08-10
2026-08-04
www.reuters.com 2026-08-04
2026-08-04
www.channelnewsasia.com 2026-08-04
2026-08-04
www.marketscreener.com 2026-08-04
2026-08-02
www.marketsandmarkets.com 2026-08-02
2026-08-02
www.marketsandmarkets.com 2026-08-02
2026-08-02
www.marketsandmarkets.com 2026-08-02
2026-07-14
news.google.com 2026-07-14
2026-07-07
news.google.com 2026-07-07
2026-06-27
www.investing.com 2026-06-27
Qualcomm's plan to extend data center chip technology to smartphones represents a significant strategic move in the semiconductor industry, demonstrating the expanding boundaries of chip technology. As mobile device computing demands continue to grow, smartphones have evolved beyond simple communica
2026-06-25
www.foreignpolicyjournal.com 2026-06-25
Qualcomm (QCOM) has aggressively entered the AI data center market, unveiling a broad portfolio of new products including AI accelerators, CPUs, memory technology, and software to challenge NVIDIA's dominance. The company introduced the Dragonfly AI300 chip and rack server for AI inferencing, with c
2026-06-25
tomshardware.com 2026-06-25
Qualcomm has announced plans to introduce its full Dragonfly data center product lineup to China, including custom AI accelerators designed to comply with U.S. export thresholds. This move aims to navigate China's unique regulatory environment while leveraging Qualcomm's existing relationships with
2026-06-25
www.bloomberg.com 2026-06-25
Qualcomm's latest projection indicates that its data center chip sales will reach $15 billion by 2029, reflecting the strong growth momentum in the semiconductor industry's AI and data center sectors. This forecast demonstrates Qualcomm's strategic shift from traditional mobile communication chip su
2026-06-25
digitimes.com 2026-06-25
2026-06-25
asia.nikkei.com 2026-06-25
Qualcomm's announcement of its data center chip lineup marks a significant strategic move into the AI processor market, directly challenging Nvidia's dominance. The company's CEO emphasized that all major Chinese AI foundational model companies are potential customers, highlighting Qualcomm's focus