Semiconductor News & Analysis Feed
138 articles
2026-07-08
www.moomoo.com
2026-07-08
Moomoo
2026-07-07
www.benzinga.com
2026-07-07
Benzinga
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
news.google.com
2026-07-07
Stocktwits
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
thestreet.com
2026-07-06
news.google.com
2026-07-06
Barron's
2026-07-06
news.google.com
2026-07-06
Barron's
2026-07-06
news.google.com
2026-07-06
eciks.org
2026-07-06
news.google.com
2026-07-06
Techzine Global
2026-07-06
digitimes.com
2026-07-06
LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand
2026-07-06
digitimes.com
2026-07-06
Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed by internal production claims for Kirin chips and Ascend accelerators. Despite that, he also drew caution because the work remains a preprint, not a peer-reviewed study.
2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
2026-07-02
www.digitimes.com
2026-07-02
digitimes
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.
2026-07-01
www.sammobile.com
2026-07-01
SamMobile
2026-07-01
www.barchart.com
2026-07-01
Barchart.com
A photo of a corporate Qualcomm sign by JHVEPhoto via Adobe Stock
Qualcomm (QCOM) is in the process of executing one of the most aggressive data-center pushes in its history, a move that will help the company diversify away from a handset market currently facing a historical decline. On its Investor Day held on June 24, the company laid out its ambitious AI infrastructure strategy. Where just a c
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-30
news.futunn.com
2026-06-30
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