Semiconductor News & Analysis Feed
56 articles
2026-06-16
digitimes.com
2026-06-16
Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it, potentially benefiting Apple's suppliers such as Samsung Electronics and SK Hynix. The shift could drive both shipment growth and higher prices for mobile DRAM.
2026-06-15
www.mobileworldlive.com
2026-06-15
Mobile World Live
www.mobileworldlive.com
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2026-06-15
www.sammobile.com
2026-06-15
SamMobile
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TSMC remains the undisputed leader in advanced contract chip manufacturing. Samsung has made some strides recently but the gap between the two is quite significant and unlikely to be closed any time soon.
However, there's one area where Samsung enjoys the advantage and the lead, and it appears that TSMC now wants to ta
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and i
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape.
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The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness extends well bey
2026-06-11
www.servethehome.com
2026-06-11
ServeTheHome
AIMobile
Dell Pro Max 16 Plus Review A More Mobile NVIDIA RTX Pro 5000 Blackwell System
By Ryan Smith -
June 10, 2026
0
Dell Pro Max 16 Laptop Front Angled 2
Though Dell’s laptop lineups have certainly gone through their ups and downs over the last few years, one of the more consistently credible offerings has remained their high-end workstation laptops. Going under the Dell Pro Max Plus name the
2026-06-09
www.01net.it
2026-06-09
01net
www.01net.it
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2026-06-09
www.tradingview.com
2026-06-09
TradingView
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Cadence Announces Collaboration With Intel Foundry To Accelerate Intel 14A Process Optimization For Hpc And Mobile Designs
Cadence Announces Collaboration With Intel Foundry To Accelerate Intel 14A Process Optimization For Hpc And Mobile Designs
RefinitivLess than 1 min read
CDNS
+4.80%
© Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyri
2026-06-09
au.finance.yahoo.com
2026-06-09
Yahoo Finance Australia
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Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
Business Wire
Mon 8 June 2026 at 1:15 pm GMT-7 2 min read
INTC
+11.19%
CDNS
+4.80%
Expanded cooperation spans DTCO, IP readiness and design enablement to advance next-generation c
2026-06-09
www.lincolnjournal.com
2026-06-09
lincolnjournal.com
Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
42 mins ago
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2026-06-09
www.mymalonetelegram.com
2026-06-09
The Malone Telegram
Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
2 hrs ago
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Cadence (Nasdaq: CDNS) today announced an expanded collaboration with Intel Foundry to advance Design Technology Co-Optimization (DTCO) targeting Intel’s next-generation process technologies
2026-06-09
news.google.com
2026-06-09
Business Wire
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
www.mobileworldlive.com
2026-06-09
Mobile World Live
www.mobileworldlive.com
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2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
Qualcomm vs Arm Holdings Stock: Mobile and Edge-AI Bets
Erwanto Khusuma
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Qualcomm sells chips cheaply but faces a steep Apple modem decline.
Arm licenses chip designs and earns scalable royalties at a premium valuation.
Edge AI is the shared growth driver lifting both business models.
Table of Contents
Qualcomm's Chip Busin
2026-06-03
eetimes.com
2026-06-03
Low-power memory has evolved from its mobile device roots to meet the demands of AI data centers.
2026-06-02
www.mobileworldlive.com
2026-06-02
Mobile World Live
DIGITAL INDUSTRIES
NVIDIA
June 2, 2026
SKT puts Nvidia digital twins to work in chip fabs
By Amiya Johar
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SK Telecom (SKT) partnered up with Nvidia to use the chip company’s digital twin technology for semiconductor manufacturing environments operated by SK Hynix, pushing industrial AI deployments to achieve more automated factory operations.
The operator said it used Nvidia “Omniverse lib
2026-06-01
www.mobileworldlive.com
2026-06-01
Mobile World Live
AI & CLOUD
NETWORK TECH
June 1, 2026
Qualcomm boss sets out agentic AI ambitions
By Amiya Johar
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Qualcomm CEO Cristiano Amon used his keynote at the annual Computex event in Taiwan to stake the company’s claim in the next phase of AI, arguing the technology will reshape demand for compute across devices, networks and data centres.
Amon described 2026 as the “year of the agent”, stating AI
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202