Semiconductor News & Analysis Feed
17 articles
2026-07-15
digitimes.com
2026-07-15
Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsitereported, citing semiconductor industry sources.
2026-07-11
www.pymnts.com
2026-07-11
PYMNTS.com
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activ
2026-07-02
digitimes.com
2026-07-02
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Qualcomm's (
QCOM
1.88%
) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence of Qualcomm's late entry into the artificial intelligence (AI) chip race.
But Qualcomm just shared some news that changes the entire investment thesis for the company, turning it into one of
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
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Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
What does an AI company do after one of those not-acqui-hire deals, where a rival pays investors a hefty IP “licensing” fee while poaching its critical talent? For AI chipmaker Groq, the answer appears to be raise more money from investors — who were said to have profited handsomely after a deal with Nvidia in December — hire more talent, and pivot.
On Monday, Groq announced a new $650 million fu
2026-06-16
www.tomshardware.com
2026-06-16
Tom's Hardware
Tech Industry Artificial Intelligence
Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the company at between $8 billion and $10 billion
News
By Anton Shilov published 15 hours ago
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(Image credit: Tenstorrent)
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2026-06-16
digitimes.com
2026-06-16
Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while losses, Tencent concentration, and a small share in Nvidia-led accelerators remain unresolved.
2026-06-02
www.fastcompany.com
2026-06-02
Fast Company
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2026-06-01
www.digitimes.com
2026-06-01
digitimes
The global semiconductor industry is at an inflection point, split between those who can still shrink transistors and those who can no longer do so. US export controls and the denial of EUV lithography equipment have effectively capped China's front-end chip...
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2026-06-01
www.digitimes.com
2026-06-01
digitimes
The global semiconductor industry is at an inflection point, split between those who can still shrink transistors and those who can no longer do so. US export controls and the denial of EUV lithography equipment have effectively capped China's front-end chip...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.semafor.com
2026-05-27
Semafor
South Korean memory chipmaker SK Hynix became the latest industry titan to top $1 trillion in market capitalization, as AI-driven demand propelled a sector-wide boom.
Fellow Korean giant Samsung and semiconductor maker Micron also recently crossed the threshold, the latter just yesterday, while an exchange-traded fund of AI chipmakers has increased 87% in value in the seven weeks since it launche
2026-05-16
www.investopedia.com
2026-05-16
Investopedia
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2026-05-15
siliconangle.com
2026-05-15
SiliconANGLE
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