Semiconductor News & Analysis Feed
20 articles
2026-08-31
2026-08-29
2026-08-29
www.digitimes.com
2026-08-29
2026-08-29
finance.yahoo.com
2026-08-29
2026-08-28
seekingalpha.com
2026-08-28
2026-08-28
simplywall.st
2026-08-28
Qualcomm (QCOM) is regaining market attention due to its strategic diversification beyond smartphones, particularly in AI edge computing and data center growth. Despite a sharp short-term price decline, the company's long-term performance remains solid. The article highlights Qualcomm's expansion in
2026-08-28
www.reuters.com
2026-08-28
2026-08-28
eetimes.com
2026-08-28
Qualcomm's acquisition of Modular AI aims to challenge NVIDIA's dominance in the data center AI market by promoting open-source software that enables cross-platform compatibility. Modular's software stack allows the same high-level model code to run across various hardware vendors, including NVIDIA,
2026-08-27
www.fierce-network.com
2026-08-27
2026-08-27
www.thelec.net
2026-08-27
Qualcomm announced that it is working alongside Samsung Electronics and SK Hynix to advance HBC (High Bandwidth Cache) technology for HBM (High Bandwidth Memory), highlighting a significant step forward in semiconductor memory innovation. This collaboration is expected to enhance performance and eff
2026-08-27
www.calcalistech.com
2026-08-27
2026-08-27
www.trefis.com
2026-08-27
2026-08-27
www.trefis.com
2026-08-27
2026-08-26
www.qualcomm.com
2026-08-26
2026-08-26
sg.finance.yahoo.com
2026-08-26
2026-08-26
www.barchart.com
2026-08-26
Qualcomm's stock has experienced a notable decline, dropping about 38% from its year-to-date high, primarily due to weakness in its CDMA Technologies (QCT) segment. QCT reported a 5% YoY revenue drop in Q3, with handset revenue falling 20%. The broader Android smartphone market remains challenging,
2026-08-26
www.trefis.com
2026-08-26
2026-08-26
2026-08-26
sg.finance.yahoo.com
2026-08-26
2026-08-26
www.techspot.com
2026-08-26