Semiconductor News & Analysis Feed
4347 articles
2026-06-27
techcrunch.com
2026-06-27
TechCrunch
0 seconds of 36 minutes, 3 secondsVolume 90%
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.
OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clea
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated.
Video Muted
Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year.
Qualcomm shares rose 13.3% to 15% in after-hours tr
2026-06-27
www.investing.com
2026-06-27
Investing.com
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2026-06-27
www.macobserver.com
2026-06-27
The Mac Observer
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2026-06-27
www.semafor.com
2026-06-27
Semafor
Qualcomm, the chipmaker supplying smartphones and wearable devices, said it plans to use the new chip technology it created for data centers in smartphones — ultimately allowing AI to run better on mobile devices, said Executive Vice President Durga Malladi in an interview.
When Qualcomm announced its data-center chips this week, it launched itself into the highly competitive data-center chip ind
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) Is Raising 7nm Chip Prices Up To 10% As Expansion Builds
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC is reported to be raising prices by 5% to 10% on 7nm and below chip manufacturing processes.
The price changes target leading edge capacity used in AI, datacenter, and high performance computing chips.
The comp
2026-06-26
futurumgroup.com
2026-06-26
The Futurum Group
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
Explore stocks on Coinbase
Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
aimagazine.com
2026-06-26
AI Magazine
Memory chips have historically been treated as basic commodities, allowing electronics companies to easily switch suppliers.
This forces prices down, trapping the industry in an extreme boom-bust cycle that previous long-term contracts failed to fix.
Even with the current AI boom, these new agreements only hold if demand remains real, as any slowdown or market doubt will likely send buyers rus
2026-06-26
tomshardware.com
2026-06-26
Luke James
Apple will release a base M6 chip for entry-level Macs this year but skip the Pro and Max versions of that generation, jumping instead to an accelerated M7 family.
2026-06-26
news.futunn.com
2026-06-26
富途牛牛
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2026-06-26
www.ad-hoc-news.de
2026-06-26
Ad-hoc-news.de
HPSP, KR7403870009
HPSP focuses on semiconductor equipment expansion, shares on KRX in a volatile chip market
26.06.2026 - 15:10:11 | ad-hoc-news.de
HPSP Co Ltd, a South Korean supplier of advanced semiconductor equipment, remains tied to the volatile KRX chip trade as investors watch capacity plans and global foundry capex. The company’s stock continues to move with broader wafer fab investment
2026-06-26
news.google.com
2026-06-26
9to5Google
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Unveils AI Chip Tools For 3D Memory And Packaging
June 26, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Applied Materials (NasdaqGS:AMAT) has introduced a new suite of chipmaking systems focused on advanced 3D chip architectures for AI.
The platforms target high bandwidth memory, 3D DRAM structures, advanced packaging, and pro
2026-06-26
www.kvue.com
2026-06-26
KVUE
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2026-06-26
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2026-06-26
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Apple, Microsoft blame chip shortage for price hikes on electronic products
Apple and Microsoft announced they're hiking prices for some electronic products, including computers and XBOX consoles, citing a shortage of memory chips. C
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition · Simply Wall St.
Simply Wall St
26 June 2026 2 min read
ON
+3.80%
SYNA
+3.92%
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
Simply Wall St
Fri, June 26, 2026 at 4:38 AM PDT 2 min read
ON
+6.74%
SYNA
+5.84%
MU
+0.79%
NVDA
+2.63%
AVGO
+1.42%
Explore stocks on Coinbase
Trading disclosure
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This a
2026-06-26
qz.com
2026-06-26
qz.com
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ON Semiconductor agreed to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, the company's largest deal to date, as it looks to expand beyond power and sensing int
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