Semiconductor News & Analysis Feed
91 articles
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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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
www.reuters.com
2026-06-24
Reuters
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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
QCOM
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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.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Reuters
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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
Refinitiv1 min read
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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.
2026-06-24
eetimes.com
2026-06-24
Synopsys debuts Multiphysics Fusion tools post-Ansys, unifying EDA and physics for advanced node and 3DIC designs.
2026-06-18
memeburn.com
2026-06-18
Memeburn
TL;DR
ByteDance is negotiating to buy 50,000+ AI chips from Shanghai-based Iluvatar CoreX, and is also considering a deal for Baidu's Kunlunxin chips
It's developing two of its own GPU types (one for training, one for inference) with TSMC manufacturing, aiming for mass production in 2026 and scaling to 350,000 units
Its 2025 AI budget is $12 billion, with 60% going to domestic suppliers like Huaw
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia's China Woes Deepen As TikTok Parent ByteDance Eyes AI Chips From Iluvatar CoreX, Baidu: Report
Namrata Sen
Tue, June 16, 2026 at 12:31 PM PDT 6 min read
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ByteDance, the parent company of
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial daily Sedaily, moving ahead just four months after presenting what it described as the world's first 8nm-class MRAM at an international conference.
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Published on June 15, 2026 at 4:30 am by SHERYAR SIDDIQ in News
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QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on cutting-edge AI solutions for energy ind
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Sheryar Siddiq
Mon, June 15, 2026 at 1:30 AM PDT 2 min read
QCOM
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Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on c
2026-06-15
www.benzinga.com
2026-06-15
Benzinga
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2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
ByteDance in talks to acquire AI chips from Iluvatar CoreX in push away from Nvidia
TikTok's parent company is negotiating to buy at least 50,000 AI inference GPUs from the Shanghai-based chipmaker as
2026-06-12
futurumgroup.com
2026-06-12
The Futurum Group
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2026-06-11
eetimes.com
2026-06-11
“We are definitely not an EDA company,” Ricursive co-founders told EE Times.