Semiconductor News & Analysis Feed
863 articles
2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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2026-06-26
www.digitimes.com
2026-06-26
digitimes
Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
QCOM
+3.84%
NVDA
-1.59%
INTC
+0.73%
AMD
+2.60%
AVGO
-0.83%
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Trading disclosure
Image from Pixabay
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
www.trefis.com
2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun
2026-06-26
news.google.com
2026-06-26
EE Times Asia
2026-06-26
digitimes.com
2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
digitimes.com
2026-06-26
Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass and optical materials maker is looking to extend its AI exposure beyond data-center connectivity into advanced chip packaging.
2026-06-26
digitimes.com
2026-06-26
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI data center investment helps lift wafer shipments, while pricing remains under pressure as capacity added during the last expansion cycle continues to weigh on the market.
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Qualcomm (
QCOM
+3.65%
) is best known for the chips and wireless technology inside smartphones. At its Investor Day in New York City, the company made the case that its next major growth engine could come from a very different market: AI data centers.
That message ran through much of the event. Qualcomm is not walking away from handsets, but management wants investors to look at a wider set of g
2026-06-26
www.marketwatch.com
2026-06-26
MarketWatch
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2026-06-26
etfdb.com
2026-06-26
ETF Database
etfdb.com
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
How Qualcomm is evolving to grab a piece of the AI data center explosion.
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 1:03 PM PDT 2 min read
QCOM
+3.84%
AAPL
-6.15%
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Qualcomm (QCOM) made its mark as a smartphone chip designer. But smartphone growth has slowed, and after losing Apple (AAPL) as a key customer, the company began searching for
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Seventy percent. That's the share of global memory chip production that artificial intelligence (AI) data centers are expected to absorb in 2026. Set aside what that means for the companies supplying it for a moment and consider what it means for everything else in the tech realm. Smartphones, laptops, cars, medical devices, and televisions are all competing for the remaining 30% of a supply base
2026-06-26
letsdatascience.com
2026-06-26
Let's Data Science
INFRASTRUCTURE
semiconductors
ibm
sub 1nm
IBM debuts 0.7nm Nanostack with nearly 100B transistors
5 sources
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June 25, 2026
8.5
Relevance Score
Photo: storagereview.com · rights & takedowns
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IBM unveiled the world's first sub-1 nanometer chip technology on June 25, 2026, using a new 0.7nm "Nanostack" 3D transistor architecture (also called 7 angstrom). The chip packs nearly 100
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:27 PM PDT
MSFT
-3.45%
MU
+15.81%
QCOM
+3.84%
SNDK
+21.53%
WDC
+4.81%
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Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (M
2026-06-26
etfdb.com
2026-06-26
ETF Database
etfdb.com
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2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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