Semiconductor News & Analysis Feed
82 articles
2026-07-07
digitimes.com
2026-07-07
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-04
tomshardware.com
2026-07-04
Etiido Uko
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.
2026-07-03
www.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
2026-07-03
digitimes.com
2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Video Muted
Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles.
That transition has become a battleg
2026-06-27
tomshardware.com
2026-06-27
Luke James
Commodore has slashed the starting price of its Callback 8020 flip phone to $399, down from $499.
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
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips · Stocktwits
Aveek Bhowmik
June 26, 2026 3 min read
QCOM
-3.12%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm is reportedly discussing its new data center chip platform with smartphone, PC and automotive
2026-06-27
stocktwits.com
2026-06-27
Stocktwits
stocktwits.com
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2026-06-27
www.investing.com
2026-06-27
Investing.com
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2026-06-26
www.firstpost.com
2026-06-26
Firstpost
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2026-06-26
www.firstpost.com
2026-06-26
Firstpost
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2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm jumps as it looks beyond smartphones to cash in on the AI boom
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 3:53 PM PDT 2 min read
QCOM
-3.29%
AMD
-0.02%
NVDA
-0.50%
Explore stocks on Coinbase
Trading disclosure
Qualcomm (QCOM) stock jumped more than 13% in after-hours trading after the company said it raised its non-handset revenue target to $40 billion by fiscal 2029, twice
2026-06-25
www.tekedia.com
2026-06-25
Tekedia
Qualcomm In Advanced Talks With ByteDance For Custom Chip Design As U.S. Firm Seeks To Diversify Beyond Smartphones
June 24, 2026 | by Samuel Nwite | 0
Qualcomm is in discussions to provide advanced chip-design services to China’s ByteDance, the parent company of TikTok, in what would represent an early and significant customer win for the U.S. semiconductor giant’s push into custom silicon serv
2026-06-25
wtvbam.com
2026-06-25
WTVB
June 24 (Reuters) – Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips.
Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia.
The shift reflects mounting pressure
2026-06-25
www.reuters.com
2026-06-25
Reuters
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