Semiconductor News & Analysis Feed
6142 articles
2026-06-27
www.bangkokpost.com
2026-06-27
Bangkok Post
__fail__
2026-06-27
www.gsmarena.com
2026-06-27
GSMArena.com
We've heard rumors that Qualcomm will launch two 2nm chips under the Snapdragon 8 Elite series this year, called the Snapdragon 8 Elite Gen 6 (SM8950) and Snapdragon 8 Elite Gen 6 Pro (SM8975). But now we learn that Qualcomm has two more Snapdragon 8-series chips on its roadmap.
The word comes from reliable tipster Digital Chat Station, who claimed that Qualcomm is working on the Snapdragon 8 Eli
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
2026-06-27
www.taipeitimes.com
2026-06-27
Taipei Times
Samsung Electronics Co and SK Hynix Inc are preparing to announce hundreds of billions of dollars worth in new investments on Monday, according to South Korean media reports this week.
Samsung Group is set to unveil a 1,000 trillion won (US$646 billion) spending package over the next decade, Maeil Business Newspaper reported yesterday, in what would be the largest such plans in the country’s hist
2026-06-26
marketwise.com
2026-06-26
MarketWise
marketwise.com
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2026-06-26
futurumgroup.com
2026-06-26
The Futurum Group
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2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:SNPS
Synopsys (SNPS) Launches Multiphysics Fusion, Is The Stock Fully Priced?
June 26, 2026
Simply Wall St
Synopsys (SNPS) has just moved its AI driven Multiphysics Fusion platform into customer deployment, tying its electronic design automation tools directly to Ansys analysis at a moment of strong industry focus on advanced chip design.
See our latest analysis f
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron Stock Slipped on Friday
Rich Smith, The Motley Fool
Fri, June 26, 2026 at 8:14 AM PDT 2 min read
MU
+0.79%
NVDA
+2.63%
Explore stocks on Coinbase
Trading disclosure
The rollercoaster ride that is investing in Micron (NASDAQ: MU) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Missed Nvidia in 2009? T
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
The rollercoaster ride that is investing in Micron (
MU
+1.12%
) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Image source: Micron.
Easy come, less easy go
Micron (
MU
+1.12%
) blew past earnings estimates yesterday, setting a new all-time high share price and predicting even more gains in store in Q4. The
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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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
__fail__
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