Semiconductor News & Analysis Feed
20 articles
2026-11-02
2026-10-16
2026-10-15
tspasemiconductor.substack.com
2026-10-15
2026-10-15
2026-10-14
2026-10-14
www.telecompetitor.com
2026-10-14
2026-10-09
marklapedus.substack.com
2026-10-09
2026-10-02
www.gurufocus.com
2026-10-02
2026-10-01
www.gurufocus.com
2026-10-01
2026-09-30
www.gurufocus.com
2026-09-30
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