Semiconductor News & Analysis Feed
20 articles
2026-09-29
www.digitimes.com
2026-09-29
2026-09-22
www.tikr.com
2026-09-22
Qualcomm's 9% single-day surge to $194 on September 21 was not a broad semiconductor rally but a surgical re-rating of its AI data center narrative. The catalyst—a die-to-die optical interconnect demonstration co-developed with Lumentum and Corning—signals Qualcomm's strategic pivot from a handset-c
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-16
www.gurufocus.com
2026-09-16
2026-09-15
www.gurufocus.com
2026-09-15
2026-09-15
www.gurufocus.com
2026-09-15
2026-09-12
news.google.com
2026-09-12
2026-09-08
news.google.com
2026-09-08
2026-09-08
www.indexbox.io
2026-09-08
2026-09-08
eetimes.com
2026-09-08
NVIDIA's $12.9 billion acquisition of HuggingFace marks a significant step toward consolidating the AI ecosystem, emphasizing the growing importance of open-source models in the industry. HuggingFace, founded in 2016 by three French entrepreneurs, has become the leading repository for open-source AI
2026-09-07
news.google.com
2026-09-07
2026-09-05
www.gurufocus.com
2026-09-05
2026-09-04
www.usatoday.com
2026-09-04
NVIDIA announced on September 3, 2026, that it will acquire AI startup HuggingFace for nearly $13 billion, aiming to integrate its open-source model library into NVIDIA’s hardware ecosystem and advance open-source AI development. This move reinforces NVIDIA’s dominance in the AI hardware sector whil
2026-09-03
finance.yahoo.com
2026-09-03
GLOBALFOUNDRIES has drawn renewed attention following Navitas Semiconductor's confirmation of first shipments of its 5th Generation GaNFast products from the Burlington, Vermont facility, produced on GLOBALFOUNDRIES’ 200 mm GaN-on-silicon platform. While the company continues to make strides in powe
2026-09-03
finance.yahoo.com
2026-09-03
GlobalFoundries and Navitas Semiconductor announced the first U.S. shipments of advanced GaNFast power chips, marking a significant step in the U.S. semiconductor supply chain strategy. These chips, produced at GlobalFoundries' Vermont facility, target AI data centers, industrial power systems, and
2026-09-02
www.gurufocus.com
2026-09-02
2026-09-02
www.gurufocus.com
2026-09-02
Cadence Design Systems (CDNS) has experienced a 7.6% stock decline, prompting market speculation about its valuation. According to GuruFocus, despite the short-term drop, CDNS remains fundamentally strong within the semiconductor ecosystem. As a leading provider of Electronic Design Automation (EDA)
2026-09-02
au.finance.yahoo.com
2026-09-02
Despite potential labor unrest at its key manufacturing facility in Taiwan, Micron Technology's stock rose, reflecting strong market confidence in its future prospects. Two unions representing nearly 10,000 workers are demanding a larger share of the company's record profits, including one-time paym
2026-09-01
www.investing.com
2026-09-01
2026-09-01
news.google.com
2026-09-01