Semiconductor News & Analysis Feed
128 articles
2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
2026-07-03
news.google.com
2026-07-03
Seoul Economic Daily
2026-07-03
en.sedaily.com
2026-07-03
Seoul Economic Daily
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.
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
www.moomoo.com
2026-07-02
Moomoo
2026-07-02
www.chosun.com
2026-07-02
조선일보
2026-07-02
www.foreignpolicyjournal.com
2026-07-02
foreignpolicyjournal.com
2026-07-02
digitimes.com
2026-07-02
Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers, networking equipment, power systems, and automotive electronics helps offset earlier pressure from volatile metal prices and weaker consumer electronics planning.
2026-07-02
news.google.com
2026-07-02
Investor's Business Daily
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
2026-07-02
www.tradingview.com
2026-07-02
TradingView
2026-07-02
www.barrons.com
2026-07-02
Barron's
2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
This "thinking cap" could let patients use a BCI without needing to go under the knife.
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC 'Turin' processors.
2026-06-29
news.google.com
2026-06-29
Benzinga
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Bailey Pemberton
June 28, 2026 4 min read
CRWV
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2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has announced a sweeping AI data center strategy that includes new partnerships with Meta and Microsoft, signaling a major expansion beyond its smartphone processor roots.
The company introduced the Dragonfly C1000 CPU alongside a new High Bandwidth Compute architecture specifically designed to handle demanding AI workloads at scale.
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