Semiconductor News & Analysis Feed
10687 articles
2026-06-27
pandaily.com
2026-06-27
Pandaily
categories.technology
MediaTek Emerges as Major Challenger in Optical Interconnect Chip Market
Published:
June 27, 2026
Reading Time:
2 min read
Want to read in a language you're more familiar with?
MediaTek enters the optical interconnect chip market with CPO technology and Micro LED optical solutions, challenging Broadcom and Marvell's duopoly in the AI data center optical chip sector.
MediaT
2026-06-27
www.ad-hoc-news.de
2026-06-27
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys lifts full-year outlook, shares track robust AI and EDA demand
27.06.2026 - 10:24:31 | ad-hoc-news.de
Synopsys raises its full-year guidance on the back of resilient AI and electronic design automation demand, while analysts reassess the valuation after a strong year-to-date performance versus peers like Cadence and Keysight.
Synopsys Inc., US8716071076
By A
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
fortune.com
2026-06-27
Fortune
Qualcomm has long been known primarily as the maker of smartphone chips, but since taking the reins five years ago, CEO Cristiano Amon has worked to change that and equip the company for the tough but lucrative AI chip wars. Since 2021, Qualcomm has reinvented itself to become a major player in newer areas such as tech for cars—including driver-assistance and connected-vehicle systems±—and chips t
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha And Omega Semiconductor (AOSL) Fully Valued On Its AI Infrastructure Push?
June 27, 2026
Simply Wall St
Share
Copy Link
Investor enthusiasm around Alpha and Omega Semiconductor (AOSL) has been fueled by the company’s stated focus on advanced computing systems and artificial intelligence infrastructure, along with CEO comments pointing to growing
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
eciks.org
2026-06-27
eciks.org
Apple TV 4K price jumps to $199 as chip shortage forces hikes
Published on 27 June 2026 at 12:38 am •
Written by Chris Martin
• Reading duration : 3 minutes · read 373 times
© Apple TV 4K price jumps to $199 as chip shortage forces hikes
Share this post
Apple raised the price of its Apple TV 4K to $199 on June 25, 2026, marking a 54 percent jump from the previous $129 starting price. The increa
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:AMKR
Amkor Technology (AMKR) And TSMC Deal Put Fair Value Back In Focus
June 27, 2026
Simply Wall St
Share
Copy Link
Taiwan Semiconductor Manufacturing Company’s new 10 year agreement with Amkor Technology (AMKR) to expand advanced packaging in Arizona has refocused attention on how the stock fits into the U.S. semiconductor supply chain story.
See our lates
2026-06-27
hackaday.com
2026-06-27
Hackaday
NVIDIA’S NEW AI SERVERS RUN ON HOTUB COOLANT AND DON’T NEED EVAPORATORS
82 Comments
by: Tyler August
June 26, 2026
When people start ranting about AI, you can be sure a few things are going to come up during the two-minutes hate: job loss, higher power bills, the neverending tide of low-effort slop, and wasting precious freshwater. Well, NVIDIA wants to take away that last one, beacause the
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Just Nearly Doubled Its Most Important Growth Target, Confirming Its Place as a Key AI Stock
Daniel Sparks, The Motley Fool
June 26, 2026 5 min read
QCOM
-3.12%
NVDA
-1.39%
Explore stocks on Coinbase
Trading disclosure
Qualcomm (NASDAQ: QCOM) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest c
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Qualcomm (
QCOM
3.04%
) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest case yet. The company nearly doubled its target for non-handset revenue in fiscal 2029, raising the goal to about $40 billion from $22 billion. And for the first time, it put hard numbers behind its data center ambitions, calling
2026-06-27
digitimes.com
2026-06-27
MediaTek hosted MARC Workshop 2026 on June 24 through the MediaTek Advanced Research Center (MARC), recognizing the year's university-industry collaboration outcomes while outlining forward-looking R&D priorities in AI, satellite communications and next-generation connectivity.
2026-06-27
digitimes.com
2026-06-27
Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean equipment maker looks to broaden its advanced packaging business beyond TC bonders for high-bandwidth memory and supply global foundry and OSAT customers, ETNewsand Yonhapreported.
2026-06-27
digitimes.com
2026-06-27
China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic substitution are driving a new capacity cycle.
2026-06-27
digitimes.com
2026-06-27
ShunSin, a Foxconn-affiliated packaging and testing company, held its 2026 annual general meeting, with chairman Shang-Yi Chiang presiding. Chiang said ShunSin will leverage its packaging, testing, and optoelectronic integration capabilities under Foxconn's "3+3+3" strategy to seize advanced packaging opportunities in AI optical communications.
2026-06-27
digitimes.com
2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-27
www.pbs.org
2026-06-27
PBS
Apple's new entry-level Mac laptop, the MacBook Neo is on display during an event in New York City, March 4, 2026. Photo by Shannon Stapleton/Reuters
Apple increases prices for Macs and iPads, blaming memory chip shortage fueled by AI
By — Barbara Ortutay, Associated Press
Economy Jun 26, 2026 7:50 PM EDT
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
__fail__
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Shares of chipmaker Nvidia (
NVDA
1.39%
) have been the purest way to bet on the artificial intelligence (AI) boom. So when one of its largest customers shows up with a chip of its own, investors pay attention.
On June 24, OpenAI and Broadcom (
AVGO
2.47%
) pulled the wrapper off Jalapeño, OpenAI's first custom AI chip. Designed by the maker of ChatGPT and built with Broadcom, it's the first piec
2026-06-27
www.barchart.com
2026-06-27
Barchart.com
3d illustration inflation and deflation graph by Deepadesigns via Shutterstock
AI is no longer just changing technology; it is changing the how we invest, too.
Over the past year, investors have continued to reward companies connected to artificial intelligence, especially those helping build the systems behind it. For income investors seeking AI-related growth, the question is not only which co