Semiconductor News & Analysis Feed
77 articles
2026-07-01
www.barchart.com
2026-07-01
Barchart.com
A photo of a corporate Qualcomm sign by JHVEPhoto via Adobe Stock
Qualcomm (QCOM) is in the process of executing one of the most aggressive data-center pushes in its history, a move that will help the company diversify away from a handset market currently facing a historical decline. On its Investor Day held on June 24, the company laid out its ambitious AI infrastructure strategy. Where just a c
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
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QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Qualcomm Technologies announced a new data center roadmap and product portfolio designed for the agentic AI era. The company introduced new data center solutions, including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute technology, the Qualcomm Dragonfly AI300 inference accelerator, connectivity products, and custom silicon solutions.
Qualcomm said the new platforms are enginee
2026-06-27
digitimes.com
2026-06-27
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could have a lifecycle of only about two years.
2026-06-27
www.gsmarena.com
2026-06-27
GSMArena.com
We've heard rumors that Qualcomm will launch two 2nm chips under the Snapdragon 8 Elite series this year, called the Snapdragon 8 Elite Gen 6 (SM8950) and Snapdragon 8 Elite Gen 6 Pro (SM8975). But now we learn that Qualcomm has two more Snapdragon 8-series chips on its roadmap.
The word comes from reliable tipster Digital Chat Station, who claimed that Qualcomm is working on the Snapdragon 8 Eli
2026-06-26
digitimes.com
2026-06-26
Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.
2026-06-26
digitimes.com
2026-06-26
On June 25, IBM unveiled what it calls the world's first sub-1nm chip technology: a 0.7nm — or 7 angstrom — transistor architecture built on an entirely new 3D platform called Nanostack. The announcement, timed to the VLSI 2026 symposium, marks the first time logic technology has extended below the 1nm node and, IBM says, opens a roadmap of at least a decade of further semiconductor scaling.
2026-06-26
digitimes.com
2026-06-26
Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused M7 Pro and M7 Max processors to market in 2027, according to a Bloombergreport citing people familiar with the matter.
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
www.constellationr.com
2026-06-25
Constellation Research
Qualcomm outlines new CPU, AI accelerator roadmap, inks deal with Meta
PUBLISHED JUNE 24, 2026
Qualcomm outlined its latest data center offerings including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute (HBC) and Qualcomm Dragonfly AI300 inference accelerator. Qualcomm also detailed custom silicon offerings.
The data center roadmap was detailed at Qualcomm's Investor Day. The
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced at its Investor Day, new data center solutions, including the Qualcomm Dragonfly™ C1000 CPU, Qualcomm® High Bandwidth Compute (HBC), Qualcomm Dragonfly™ AI300 inference accelerator, and connectivity products, together with custom silicon solutions, all engineered to maximize performance per watt and token throughput at lower total cost of
2026-06-25
news.google.com
2026-06-25
Business Wire
2026-06-23
digitimes.com
2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-22
digitimes.com
2026-06-22
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
2026-06-19
tomshardware.com
2026-06-19
Hassam Nasir
Epic Games has just shown off a new year-long roadmap for its launcher, promising to bring community-requested features and a faster overall platform in the next 12 months.
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin tool installation as early as the second quarter of 2027, with initial volume production expected by the end of that year.
2026-06-18
www.tomshardware.com
2026-06-18
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node
Features
By Luke James published 4 hours ago
Intel canceled fabs in three countries and then ran out of capacity. What gets built next will be decided this year.
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-17
tomshardware.com
2026-06-17
Anton Shilov
Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States
/Software
/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 16, 2026
Simply Wall St
D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to US$100 million in CHIPS and Science Act f
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Software/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to