Semiconductor News & Analysis Feed
47 articles
2026-07-06
digitimes.com
2026-07-06
India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts to strengthen resilient supply chains and expand domestic electronics production despite infrastructure challenges and rising component costs amid intensifying global competition.
2026-07-06
news.google.com
2026-07-06
simplywall.st
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s
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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2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
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2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-23
news.google.com
2026-06-23
embedded.com
2026-06-19
www.insidermonkey.com
2026-06-19
Insider Monkey
NEWS
Nvidia (NVDA) Announces Artificial Intelligence Partnerships with 6 Major South Korean Companies
Published on June 19, 2026 at 8:19 am by MUHAMMAD ALI KHALID in News
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NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds.
On June 8, following a four-day visit to South Korea, Nvidia Corp.’s (NASDAQ:NVDA) Chief Executive O
2026-06-19
www.manufacturingdive.com
2026-06-19
Manufacturing Dive
Nvidia and ABB Robotics advance partnerships, Standard Bots raises $200M
In other news, robotics firms preview their products ahead of the Automate trade show next week in Chicago.
Published June 18, 2026
Nathan Owens
Reporter
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A robot demonstration on the trade show floor at Automate 2025. Courtesy of Automate
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Automation is top of mind
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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2026-06-16
www.tradingview.com
2026-06-16
TradingView
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Quartr
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Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Less than 1 min read
Q
−5.45%
Qnity is capitalizing on AI and advanced packaging trends, driving strong growth in data centers and industrial markets. Its end-to-end materials portfolio, rapi
2026-06-13
en.banglaoutlook.org
2026-06-13
Bangla Outlook English
en.banglaoutlook.org
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2026-06-12
www.businesstimes.com.sg
2026-06-12
The Business Times
Singapore announces new road map to improve standards and conformance capabilities, partnerships
Five memorandums of understanding between EnterpriseSG and its international and regional partners are formalised
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Elysia Tan
Published Fri, Jun 12, 2026 · 10:30 AM
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DPM Gan says the new road map aims to “build and deepen trust, so that assu
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 5 min read
NVDA
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed jo
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, 11 June 2026 at 11:06 am GMT-7 5 min read
NVDA
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data cen
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Are Qualcomm’s New Edge AI Partnerships Reframing QCOM’s Role Beyond Smartphones In Investor Models?
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Primax Electronics Ltd. announced an AI conference solution platform built on Qualcomm’s Dragonwing Q-7790 Edge AI processor, while Qualcomm also advanced partnerships in automotive a
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Software/NasdaqGS:SNPS
Synopsys (SNPS) Valuation Check As New AI Partnerships And Board Changes Shape Its Growth Story
June 10, 2026
Simply Wall St
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Synopsys (SNPS) has been busy on several fronts, with fresh Samsung Foundry collaborations on AI-powered chip design tools, a new fusion digital twin project, and an activist-backed board refresh that is reshaping how inv
2026-06-10
biz.chosun.com
2026-06-10
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.10. 06:00
"In the age of artificial intelligence (AI), no single corporations can do everything alone."
On the 3rd in Taipei, Taiwan, Terry Tsao, SEMI Taiwan president and global chief marketing officer (CMO), said the spread of AI is increasing the importance of collaboration within the semiconductor supply chain. Samsung Electronics and TSMC compete in the f
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
Less than 1 min read
SNPS
−2.91%
Strong Q2 results led to raised full-year guidance, with double-digit EDA growth and a rebound in IP expected. AI and Ansys integration are driving ne
2026-06-09
autonews.gasgoo.com
2026-06-09
Gasgoo
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Why is NVIDIA striking so many partnerships recently?
NVIDIA
Why is NVIDIA striking so many partnerships recently?
Edited by Betty From Gasgoo
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June 9 , 2026 17:32 BJT
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Gasgoo Munich- Over the past week, NVIDIA has been signing strategic partnerships across the globe at a dizzying pace.
On June 8, NVIDIA and SK Hynix unveiled a multi-year technical part