Feed Deep Dive MatrixDeep Water EN Subscribe About

Semiconductor News & Analysis Feed

20 articles
Trending Companies
Nvidia44 NVIDIA26 Microsoft11 Qualcomm11 TSMC10 Samsung10 Cisco9 SK Hynix7 AMD6 Intel5 Apple5 Samsung Electronics4
Trending Technologies
AI11 HBM6 Maia 3006 RTX 50905 GPU5 GeForce RTX 50904 SiC4 AI factories3 Agentic AI3 Advanced Packaging3 Vera Rubin3 USFP3
2026-10-10
The AI Packaging Opportunity Extends Beyond TSMC - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.8
drrobertcastellano.substack.com 2026-10-10
2026-10-09
OPPO Find X10 Pro Max to Debut Globally with MediaTek’s 2nm Flagship Dimensity 9600 Pro - SME & Entrepreneurship Magazine
0.8
sme.asia 2026-10-09
2026-10-09
More Than 20 Local Manufacturers Explore Opportunities With NY SMART I-Corridor - WRFA-LP 107.9 FM
0.7
www.wrfalp.com 2026-10-09
2026-10-08
AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
0.75
digitimes.com 2026-10-08
2026-10-02
From identifying promising technologies to creating new business opportunities: How SK hynix Ventures finds the path forward - SK hynix
0.9
news.skhynix.com 2026-10-02
2026-10-02
Micron's Next Big AI Opportunity Could Have 2 Legs - Currently.com
0.88
currently.att.yahoo.com 2026-10-02
2026-10-02
Micron's Next Big AI Opportunity Could Have 2 Legs - The Motley Fool
0.95
www.fool.com 2026-10-02
2026-10-01
NVIDIA's rumored RTX 60 delay to 2028 could give AMD its biggest GPU opportunity in years - How-To Geek
0.9
news.google.com 2026-10-01
2026-09-30
A $60 Billion Amazon Opportunity Is Changing Qualcomm's Chip Story - Barchart.com
0.9
www.barchart.com 2026-09-30
2026-09-30
onsemi Sees $6 Billion Physical AI Opportunity by 2030 - thelec.net
0.88
www.thelec.net 2026-09-30
2026-09-30
Analysis of Power Semiconductor Market Segmentation Highlights Significant Growth Opportunities Through 2030 - EIN News
0.95
www.einnews.com 2026-09-30
2026-09-29
Could Cadence Design (CDNS) and Analog Devices (ADI) Capture More of the Smart-Vehicle Opportunity? - Yahoo Finance
0.9
finance.yahoo.com 2026-09-29
2026-09-28
SK Hynix Is Finding a New Opportunity in Intel's $100 Billion U.S. Chipmaking Push - barchart.com
0.92
www.barchart.com 2026-09-28
2026-09-28
Qualcomm Stock Has an Opportunity Investors May Be Underestimating - Yahoo Finance
0.65
news.google.com 2026-09-28
2026-09-28
Qualcomm Stock Has an Opportunity Investors May Be Underestimating - AOL.com
0.65
www.aol.com 2026-09-28
This analysis argues that Qualcomm's market valuation remains anchored to its legacy handset franchise, significantly undervaluing a structural inflection in its non-handset and data center semiconductor businesses. The core thesis rests on management's aggressive repositioning: a $40 billion non-ha
QualcommData Center SemiconductorNon-Handset RevenueAutomotive ChipCustom SiliconHyperscalerApple Supply ChainBroadcom
2026-09-28
Qualcomm Stock Has an Opportunity Investors May Be Underestimating - 24/7 Wall St.
0.75
247wallst.com 2026-09-28
2026-09-24
Prediction: The Biggest Opportunity in AI Hardware May Still Be NVIDIA - finance.yahoo.com
0.85
finance.yahoo.com 2026-09-24
2026-09-24
Prediction: The Biggest Opportunity in AI Hardware May Still Be NVIDIA - 24/7 Wall St.
0.9
247wallst.com 2026-09-24
2026-09-24
Reflections on a Remarkable Decade at SIA … and the Opportunities Ahead - Semiconductor Industry Association | SIA
0.95
www.semiconductors.org 2026-09-24
2026-09-24
Here's How ON Semiconductor Is Targeting a $213 Billion AI Power Opportunity - Yahoo Finance
0.85
finance.yahoo.com 2026-09-24