Semiconductor News & Analysis Feed
26 articles
2026-07-05
news.google.com
2026-07-05
The Globe and Mail
2026-07-05
news.google.com
2026-07-05
The Motley Fool
2026-07-05
news.google.com
2026-07-05
Yahoo Finance
2026-07-02
www.thestreet.com
2026-07-02
thestreet.com
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2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-06-25
eetimes.com
2026-06-25
The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
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June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-19
eetimes.com
2026-06-19
The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler
Sasha Jovanovic
Wed, June 17, 2026 at 11:09 PM PDT 3 min read
QCOM
+6.17%
Trade QCOM on Coinbase
Trading disclosure
In recent weeks, Qualcomm has moved beyond its smartphone roots by launching a custom AI data center silicon program with a leading hyperscaler, expanding collaborations in XR, edge AI, and
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Launches New AI Data Center Program With A Major Hyperscaler
Bailey Pemberton
Tue, June 16, 2026 at 9:34 PM PDT 2 min read
QCOM
-3.05%
Trade QCOM on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Qualcomm has launched a new AI data center program with a major hyperscaler focused o
2026-06-15
www.techtimes.com
2026-06-15
Tech Times
By Allen Lee
Published: Jun 14 2026, 20:45 PM EDT
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A photo taken on May 19, 2026 shows the US multinational technology and Internet-related services company Google displayed on a smartphone (bottom) in front of the Google's logo on a laptop screen in Frankfurt am Main, western Germany. KIRILL KU
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
EU Launches Tech Sovereignty Package: Cloud Act Bars US Hyperscalers, Chips Act 2.0 Claims Emergency Override Powers
Cloud and AI Development Act would bar US hyperscalers from sensitive EU contracts; Chips Act 2.0 gives Brussels power to override commercial supply deals during crises.
BY TECHNOLOGY DESK
JUNE 7, 2026
Henna Virkkunen, Executive Vice-President for Tech Sovereignty, Security and Dem
2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows
2026-06-05 Semiconductors editor
News
Please note that this article cites information from Sisa Journal, Economic Daily News, Commercial Times, Forbes and The Elec.
As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate so
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property...
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2026-05-28
digitimes.com
2026-05-28
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.
2026-05-27
fortune.com
2026-05-27
Fortune
The CFO job in Big Tech used to be defined largely by margins, operating leverage, and investor discipline. In the age of AI, it is increasingly defined by a more difficult question: how much should a company spend now on compute capacity it may not fully monetize for years to come?
For Susan Li at Meta, Amy Hood at Microsoft, Anat Ashkenazi and Ruth Porat at Alphabet, Hilary Maxson at Oracle, Sa
2026-05-24
www.ad-hoc-news.de
2026-05-24
AD HOC NEWS
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2026-05-21
www.digitimes.com
2026-05-21
digitimes
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