Semiconductor News & Analysis Feed
20 articles
2026-10-12
2026-10-09
tomshardware.com
2026-10-09
2026-10-01
www.tradingview.com
2026-10-01
2026-10-01
finance.yahoo.com
2026-10-01
2026-09-21
www.einnews.com
2026-09-21
2026-09-21
www.einpresswire.com
2026-09-21
Makreo Research's latest industry analysis projects a 22% CAGR for the global AI chip market through 2032, with the market already expected to reach $173 billion in 2026. While the headline growth figures are striking, the more consequential insight lies in the structural forces reshaping semiconduc
2026-09-17
finance.yahoo.com
2026-09-17
2026-09-16
www.tomshardware.com
2026-09-16
2026-09-13
finance.yahoo.com
2026-09-13
2026-09-13
2026-09-13
2026-09-10
www.thelec.net
2026-09-10
Qualcomm is collaborating with the second-largest hyperscaler to develop a custom AI accelerator chip, underscoring the growing importance of specialized silicon in AI workloads. This move positions Qualcomm to strengthen its foothold in the AI chip market, particularly in data center and edge compu
2026-09-08
uk.finance.yahoo.com
2026-09-08
2026-09-08
finance.yahoo.com
2026-09-08
2026-09-07
finance.yahoo.com
2026-09-07
2026-09-01
seekingalpha.com
2026-09-01
This article analyzes Micron Technology's strategic shift and market outlook in the current semiconductor landscape. It highlights that hyperscalers are securing capacity through long-term agreements (SCAs), providing Micron with stable cash flows and sustained margins. This model resembles a quasi-
2026-08-27
2026-08-27
news.google.com
2026-08-27
2026-08-27
2026-08-26
www.benzinga.com
2026-08-26