Semiconductor News & Analysis Feed
161 articles
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
www.manilatimes.net
2026-06-25
The Manila Times
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips
A new epitaxy system optimized for DRAM fabs adds a critical logic-class step-boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints
New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
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2026-06-25
Stock Titan
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
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Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips
Applied Materials, Inc.
Thu, June 25, 2026 at 6:00 AM PDT 6 min read
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Applied Materials, Inc.
Innovations spanning DRAM and advanced packaging enable the
2026-06-25
www.globenewswire.com
2026-06-25
GlobeNewswire
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips
A new epitaxy system optimized for DRAM fabs adds a critical logic-class step—boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints
New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
timesofsandiego.com
2026-06-25
Times of San Diego
Qualcomm President and CEO Cristiano Amon speaks on Wednesday. (Photo from Qualcomm live stream)
Qualcomm‘s stock rose as much as 15% in after-hours trading Wednesday after it announced a deal to supply Facebook-parent Meta with AI chips.
The San Diego-based wireless pioneer said its new Dragonfly C1000 chip will power Meta’s next generation of data centers.
“We’re excited to continue partnerin
2026-06-25
wtvbam.com
2026-06-25
WTVB
June 24 (Reuters) – Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips.
Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia.
The shift reflects mounting pressure
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Anhata Rooprai and Stephen Nellis
Wed, June 24, 2026 at 11:11 AM PDT 3 min read
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By Anhata Rooprai and Stephen Nellis
June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-24
www.axios.com
2026-06-24
Axios
www.axios.com
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports
Illustration of Nvidia logo · Reuters
Reuters
Tue, June 23, 2026 at 5:25 PM PDT
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June 23 (Reuters) - Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip traders.
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