Semiconductor News & Analysis Feed
227 articles
2026-06-26
www.forbes.com
2026-06-26
Forbes
INNOVATION
CLOUD
Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy
BySteve McDowell,
Contributor.
Chief Analyst & CEO, NAND Research.
Follow Author
Jun 25, 2026, 12:38pm EDTJun 25, 2026, 02:30pm EDT
Summary
Agentic AI is dramatically shifting data center economics, making inference the dominant workload and straining infrastructure with increased memory and data movement demands. Q
2026-06-25
www.foreignpolicyjournal.com
2026-06-25
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is making an aggressive push into the AI data center market, unveiling a broad range of new products including AI accelerators, CPUs, memory technology, and software.
The company has already secured deals with major customers, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), with Meta signing a multigeneration agreement to deploy Qualcomm’s new Dragonfly C1000 C
2026-06-25
stocktwits.com
2026-06-25
Stocktwits
stocktwits.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 12% After Unveiling $15 Billion AI Data Center Target
Khac Phu Nguyen
Thu, June 25, 2026 at 6:51 AM PDT 1 min read
QCOM
+3.78%
Trade QCOM on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) shares jumped about 12% in premarket trading after the chipmaker gave investors a much bigger AI data center target, forecasting more than $15 billio
2026-06-25
semiengineering.com
2026-06-25
Liz Allan
Physical I/Os can be a chokepoint for high-performance chips and high-speed interconnec...
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
QCOM
-3.29%
NVDA
-0.50%
MSFT
-2.27%
META
-0.81%
Explore stocks on Coinbase
Trading disclosure
Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Qualcomm
on Wednesday revealed a central processing unit for data centers called Dragonfly C1000, and said that Meta
would use it when it starts production in 2028.
The chipmaker said that the new data center CPU was built for agentic AI and focuses on offering computing performance without using too much power.
The announcement, made at a Qualcomm presentation to investors, is another sign th
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Published on June 24, 2026 at 9:47 am by GHAZAL AHMED in News
SHARE
Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
INTC
-1.99%
MSFT
-1.37%
NVDA
-1.10%
2330.TW
-4.02%
Explore stocks on Coinbase
Trading disclosure
Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanc
2026-06-24
tomshardware.com
2026-06-24
Zak Killian
Data center construction is facing many challenges, and among them is a shortage of skilled hands to assemble the things.
2026-06-24
eu.36kr.com
2026-06-24
36Kr
The AI data center boom has driven a sharp surge in power semiconductors.
电子工程世界
2026-06-24 08:17
Power semiconductor manufacturers that want to make profits cannot afford to miss the huge opportunity represented by AI data centers.
In the past two days, power semiconductors have witnessed a significant surge. According to the latest institutional research reports, AI data centers are emerging as
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
www.theverge.com
2026-06-23
The Verge
TECH
AI
NEWS
Nvidia says its AI data center design runs hotter to use a lot less water
By switching to 100 percent liquid cooling and running servers hotter, Nvidia claims it can cut water use to “near zero.”
by
Stevie Bonifield
Jun 23, 2026, 7:24 AM GMT+8
16
16
Comments (All New)
Image: Cath Virginia / The Verge, Getty Images
Part Of
Chip race: Microsoft, Meta, Google, and Nvidia battle it ou
2026-06-22
www.techbuzz.ai
2026-06-22
The Tech Buzz
NVIDIA just turned conventional data center wisdom on its head. The chip giant's latest AI servers can run liquid cooling systems at 45°C (113°F) - hotter than your average hot tub and significantly warmer than industry norms. The counterintuitive move isn't about tolerating heat, it's about harnessing it. By pushing cooling temperatures higher, NVIDIA's creating a new playbook for energy efficien
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
ON
+8.16%
Trade ON on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
www.tikr.com
2026-06-21
TIKR.com
Key Stats for Qualcomm Stock
Today’s Performance: 6%
52-Week Range: $122 to $260
Valuation Model Target Price: Around $180
Implied Upside: About 20%
Analyze your favorite stocks like QUALCOMM Incorporated with TIKR (It’s free) >>>
What Happened?
Qualcomm Incorporated stock rose about 6% today, finishing near $226 per share as investors leaned back into chip stocks and grew more optimistic about
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual