Semiconductor News & Analysis Feed
30 articles
2026-07-09
news.bloomberglaw.com
2026-07-09
Bloomberg Law News
2026-07-09
news.bloomberglaw.com
2026-07-09
Bloomberg Law News
2026-07-06
digitimes.com
2026-07-06
The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks
Yahoo Finance Video and Josh Lipton
Wed, July 1, 2026 at 5:00 a.m. PDT
Raymond James Investment Management chief market strategist Matt Orton explains why he's bullish on Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO).
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2026-06-30
www.businessinsider.com
2026-06-30
Business Insider
Don McGuire, CMO of Qualcomm, spoke to Business Insider during the 2026 Cannes Lions Festival of Creativity, saying that talk of artificial intelligence in the enterprise is at a more realistic place. "It's about humans and AI together that's really going to make it useful," McGuire said. "Not one or the other."
Don McGuire, CMO of Qualcomm, spoke to Business Insider during the 2026 Cannes Lions
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Is Up 9.1% After Major AI Photonics Deal And IP Settlement - What's Changed
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In June 2026, IQE plc announced a multi-year deal to supply Indium Phosphide epiwafers for Tower Semiconductor’s advanced silicon photonics platforms, while both companies settled an intellectual p
2026-06-21
investorplace.com
2026-06-21
InvestorPlace
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?
1d ago · By sdesimoni and Thomas Yeung
Source: shutterstock.com/ex_artist
Listen to the audio version of this article (generated by AI).
Tom Yeung here.
Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, sma
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual
2026-06-17
news.google.com
2026-06-17
Phys.org
2026-06-16
www.techtimes.com
2026-06-16
Tech Times
By Allen Lee
Published: Jun 15 2026, 15:57 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY IMA
2026-06-15
news.google.com
2026-06-15
Stock Titan
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
Supporting planned growth in InP silicon photonics technology
Resolving all prior IP disputes between the companies
CARDIFF, UK, and MIGDAL HAEMEK, Israel, June 15 2026
- IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of compound semiconductor wafer products and advanced material solutions, and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value anal
2026-06-11
tomshardware.com
2026-06-11
Luke James
Meta has finished separating its operations from Manus, the Chinese-founded agentic AI startup it acquired for roughly $2 billion in December.
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
2026-06-09
semiengineering.com
2026-06-09
Anne Meixner
Scaling to tens of millions of CPO units per year requires the industry to first settle...
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-07
news.google.com
2026-06-07
XDA
2026-06-02
wccftech.com
2026-06-02
Wccftech
wccftech.com
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2026-05-28
www.thestar.com.my
2026-05-28
The Star | Malaysia
Synopsys logo is seen in this illustration taken September 9, 2025. REUTERS/Dado Ruvic/Illustration
NEW YORK, May 27 (Reuters) - Chip design software maker Synopsys has reached an agreement with activist investor Elliott Investment Management that will give one board seat to the activist investor's managing partner Jesse Cohn, the company said on Wednesday.
The board is being expanded to 11 m
2026-05-28
news.google.com
2026-05-28
Bloomberg.com