Semiconductor News & Analysis Feed
20 articles
2026-10-08
semiengineering.com
2026-10-08
2026-10-07
news.google.com
2026-10-07
2026-10-07
2026-10-07
semiengineering.com
2026-10-07
2026-10-05
www.eejournal.com
2026-10-05
2026-10-03
2026-10-02
finance.biggo.com
2026-10-02
2026-10-02
www.marketscreener.com
2026-10-02
ON Semiconductor's amendment of its $5.7 billion merger agreement with Synaptics represents one of the most consequential consolidation moves in the automotive semiconductor landscape in recent years. The strategic rationale is clear: ON Semi, a dominant player in power semiconductors and automotive
2026-10-02
stocktwits.com
2026-10-02
2026-10-02
finance.yahoo.com
2026-10-02
2026-10-02
www.fool.com
2026-10-02
This comparison illuminates a fundamental structural divergence within the AI semiconductor supply chain. ASML's quasi-monopoly on EUV lithography creates a supply-constrained growth model—its revenue trajectory is capped by the physical lead time of building and delivering these extraordinarily com
2026-10-01
finance.yahoo.com
2026-10-01
2026-10-01
www.tradingpedia.com
2026-10-01
2026-10-01
finance.yahoo.com
2026-10-01
2026-10-01
2026-10-01
news.google.com
2026-10-01
2026-10-01
finance.yahoo.com
2026-10-01
2026-09-30
finance.yahoo.com
2026-09-30
2026-09-30
www.prnewswire.com
2026-09-30
This $1B+ multi-year agreement between Synopsys and Amazon represents a significant inflection point in the semiconductor IP market. Rather than a traditional one-time license deal, the 'license-plus-royalty' model signals Synopsys' strategic pivot toward recurring revenue tied to production volumes
2026-09-30
www.tradingview.com
2026-09-30