Semiconductor News & Analysis Feed
864 articles
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
www.forbes.com
2026-06-26
Forbes
INNOVATION
CLOUD
Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy
BySteve McDowell,
Contributor.
Chief Analyst & CEO, NAND Research.
Follow Author
Jun 25, 2026, 12:38pm EDTJun 25, 2026, 02:30pm EDT
Summary
Agentic AI is dramatically shifting data center economics, making inference the dominant workload and straining infrastructure with increased memory and data movement demands. Q
2026-06-26
www.datacenterdynamics.com
2026-06-26
Data Center Dynamics
OpenAI is hiring for a deal lead to form "high-value" partnerships with semiconductor companies.
The new hire is expected to pitch the use of OpenAI's AI models in chip development and company operations. The position and effort has not been previously reported.
The AI Hardware Supplement
Inside the AI server
18 Jun 2026
The role is part of OpenAI's 'Special Situations' team, "the company’s c
2026-06-25
www.foreignpolicyjournal.com
2026-06-25
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is making an aggressive push into the AI data center market, unveiling a broad range of new products including AI accelerators, CPUs, memory technology, and software.
The company has already secured deals with major customers, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), with Meta signing a multigeneration agreement to deploy Qualcomm’s new Dragonfly C1000 C
2026-06-25
stocktwits.com
2026-06-25
Stocktwits
stocktwits.com
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2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes
David Moadel
Thu, June 25, 2026 at 7:13 AM PDT 4 min read
QCOM
+4.04%
META
-0.59%
NVDA
-1.63%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Qualcomm (QCOM) stock jumped 11% but then fell back after the company landed Meta Platforms (META) as its first-ever data center customer with
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as analysts reassess Qualcomm’s divers
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 12% After Unveiling $15 Billion AI Data Center Target
Khac Phu Nguyen
Thu, June 25, 2026 at 6:51 AM PDT 1 min read
QCOM
+3.78%
Trade QCOM on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) shares jumped about 12% in premarket trading after the chipmaker gave investors a much bigger AI data center target, forecasting more than $15 billio
2026-06-25
www.datacenterknowledge.com
2026-06-25
Data Center Knowledge
IBM’s NanoStack transistor platform promises to extend chip scaling beyond nanosheets, offering improvements in AI performance, memory density, and energy efficiency.
IBM has developed what it calls the world’s first sub-1-nanometer semiconductor technology, unveiling a new transistor architecture designed to extend chip scaling as AI workloads drive demand for more compute and greater energy eff
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Morgan Stanley upgrades Qualcomm after $5B data center forecast
Sam Boughedda
Thu, June 25, 2026 at 5:54 AM PDT 1 min read
QCOM
+2.45%
MS
+1.67%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed
2026-06-25
tomshardware.com
2026-06-25
Luke James
Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.
2026-06-25
letsdatascience.com
2026-06-25
Let's Data Science
FUNDING & BUSINESS
south korea
semiconductors
government investment
Korean President and Samsung Discuss Chip Cluster
3 sources
|
June 25, 2026
6.2
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
QUICK SUMMARY
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President Lee Jae Myung met with Samsung Electronics Co. Chairman Lee Jae-yong on Thursday to discuss plans for regional semiconductor investments in the southern
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
eetimes.com
2026-06-25
Qualcomm takes the data center by storm with networking, AI accelerators, and both custom and standard CPUs.
2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
semiengineering.com
2026-06-25
Liz Allan
Physical I/Os can be a chokepoint for high-performance chips and high-speed interconnec...
2026-06-25
digitimes.com
2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
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.