Semiconductor News & Analysis Feed
11039 articles
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has quietly secured the largest artificial intelligence deal in its history, striking an agreement with ByteDance to supply millions of ASICs for data centers and AI agent software.
The ByteDance deal includes powering the Doubao chatbot, a development that sent QCOM shares surging 11.6% in a single trading session when the news broke, as reported by Congress.net.
Turkish
2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
www.marketscreener.com
2026-05-30
marketscreener.com
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https://errors.edgesuite.net/18.85813217.1780079642.6e475ed0
2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Susquehanna gives Micron stock another price target hike.
Meanwhile, Dell results give Micron an even bigger boost on limitless AI demand.
10 stocks we like better than Dell Technologies ›
Micron(NASDAQ: MU) stock climbed 4.5% through 12:30 p.m. ET today on two encouraging news items.
The biggest news of the day, of course, is the remarkable 28% run-up in Dell Technologies' (NYSE:
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Intel stock has turned in a stellar performance on the market over the past year, rising by an incredible 488% as of this writing, as demand for the company's chips has started to improve due to their deployment in artificial intelligence (AI) data centers.
Intel missed the AI chip boom initially, as its central processing units (CPUs) weren't suited for training large language models (LLMs) that
2026-05-30
techcrunch.com
2026-05-30
TechCrunch
Groq is looking to raise $650 million in new funding from existing investors, sources tell Axios, as it leans into its inference neocloud business that relies on its homegrown AI chip and systems.
In December, Groq struck one of those not-an-acquisition agreements with Nvidia for a reported $20 billion which involved the departure of some top-level senior Groq employees to the chip giant and the
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
techcrunch.com
2026-05-30
TechCrunch
Groq is looking to raise $650 million in new funding from existing investors, sources tell Axios, as it leans into its inference neocloud business that relies on its homegrown AI chip and systems.
In December, Groq struck one of those not-an-acquisition agreements with Nvidia for a reported $20 billion, which involved the departure of some top-level senior Groq employees to the chip giant and the
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
wtvbam.com
2026-05-30
WTVB
By Wen-Yee Lee
TAIPEI, May 29 (Reuters) – Taiwan chip designer MediaTek said on Friday it supports both TSMC’s and Intel’s advanced packaging technologies, allowing customers to choose between the two approaches.
“We’re one of the few custom silicon providers that support both (TSMC’s) CoWoS and (Intel’s) EMIB. We let our customers choose,” MediaTek Senior Vice President Vince Hu told reporter
2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
TikTok owner Bytedance reportedly developing its own custom CPUs in a bid to reduce costs and dependence from US chipmakers
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Analysts at Bernstein SocGen Group reiterated an Outperform rating on Taiwan Semiconductor Manufacturing Company (NYSE: TSM) on May 18, raising the price target to $430 from $351.
The revised price target reflects growing confidence that Taiwan Semiconductor is entering a phase of robust and sustained business expansion.
Government has made youth unemployment 'worse with every decision they've m