Semiconductor News & Analysis Feed
1980 articles
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
-2.61%
NVDA
+0.62%
AMD
+0.26%
LRCX
+1.18%
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
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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
QCOM
−2.54%
NVDA
+0.69%
AMD
+0.23%
AMAT
+1.18%
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2026-06-24
itif.org
2026-06-24
Information Technology and Innovation Foundation (ITIF)
The Trump administration has imposed tariffs on semiconductor imports on national security grounds under Section 232 of the Trade Expansion Act. These tariffs would raise ICT prices and thereby lower ICT consumption and capital stocks, which would reduce economic growth and lower Americans’ living standards.
2026-06-24
kalkine.com.au
2026-06-24
Kalkine
Highlights
AI shares rose 13.73% to AUD 0.058 during the morning session on 24 June 2026 following a strategic AI chip design presentation
The company introduced “Chipforge”, an AI-native sovereign semiconductor design platform
Presentation highlighted a global shift toward sovereign chip investment exceeding USD 115 billion
AI positioned AI-assisted design as a solution to industry-wide engineer
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.hpcwire.com
2026-06-24
HPCwire
www.hpcwire.com
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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
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-24
digitimes.com
2026-06-24
At VivaTech 2026 in Paris last week, Philippe Keryer, Chief Strategy and Innovation Officer at Thales, identified Europe's core quantum challenge in a single observation: "The problem is not really how we invent, it's really how we scale."
2026-06-24
digitimes.com
2026-06-24
SK Hynix disclosed in a regulatory filing to South Korea's Financial Supervisory Service on June 24 that its board has approved the issuance of new shares worth 45,453,450,000,000 won (approximately $29.4 billion) to support a listing of American Depositary Receipts on the Nasdaq Global Select Market. The board resolution was passed with all six outside directors in attendance and none absent.
2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
2026-06-24
digitimes.com
2026-06-24
Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have spent the past three months discussing potential price increases with customers, but MediaTek's move carries particular significance given its scale and market position.
2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.