Semiconductor News & Analysis Feed
227 articles
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The federal government wants more data centers to come online — as long as they do not impact the electricity supply.
2026-06-19
digitimes.com
2026-06-19
Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.
2026-06-19
www.foreignpolicyjournal.com
2026-06-19
foreignpolicyjournal.com
Kazakhstan is committing up to $10 billion to develop its Data Center Valley project, marking one of the most ambitious technology infrastructure bets in Central Asian history.
The initiative is backed by Nvidia (NASDAQ: NVDA), signaling strong interest from global semiconductor and AI hardware leaders in the region’s growing digital ambitions.
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2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to rising expectations for Qualcomm’s June 24, 2026 Investor Day and growing optimism around its push into AI data center chips. This could also be because investors are reacting to a fresh bullish price-target increase and the view that management ma
2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
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2026-06-18
Quiver Quantitative
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 -
Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
www.mk.co.kr
2026-06-18
매일경제
사진 확대
Samsung Electronics' System LSI Business said it has set profitability improvement as its top priority after posting record quarterly sales in the first quarter of this year. It also said it plans to enter the AI data center market and expand its mobile-centered business structure into the future infrastructure sector.
At a business briefing held on the 18th, Yong-In Park, president and hea
2026-06-18
www.digitimes.com
2026-06-18
digitimes
Power is now compute, and it is becoming a major driver of AI data center build costs. Renesas technical director Mu-Sen Lin said traditional data centers rely on low-voltage AC (LVAC), long wiring runs, and repeated AC-to-DC conversions through...
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler
Sasha Jovanovic
Wed, June 17, 2026 at 11:09 PM PDT 3 min read
QCOM
+6.17%
Trade QCOM on Coinbase
Trading disclosure
In recent weeks, Qualcomm has moved beyond its smartphone roots by launching a custom AI data center silicon program with a leading hyperscaler, expanding collaborations in XR, edge AI, and
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Launches New AI Data Center Program With A Major Hyperscaler
Bailey Pemberton
Tue, June 16, 2026 at 9:34 PM PDT 2 min read
QCOM
-3.05%
Trade QCOM on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Qualcomm has launched a new AI data center program with a major hyperscaler focused o
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-17
digitimes.com
2026-06-17
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is reportedly in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8 billion and $10 billion, according to Reuters.
The potential acquisition would mark a significant strategic expansion for Qualcomm, pushing the chipmaker beyond its traditional mobile processor and connectivity chip stronghold.
Trump plans massive July 4 celebration, ICE age
2026-06-16
news.google.com
2026-06-16
Business Wire