Semiconductor News & Analysis Feed

Will Amazon's AI Chip Business Be a Threat to Nvidia? Prosper Junior Bakiny, The Motley Fool Wed, June 24, 2026 at 2:50 AM PDT 4 min read AMZN +2.49% NVDA -0.17% Explore stocks on Coinbase Trading disclosure According to reports, Amazon (NASDAQ: AMZN) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chip

According to reports, Amazon ( AMZN +2.80% ) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chips for the benefit of its cloud computing clients. This shouldn't come as a surprise: Amazon's CEO, Andy Jassy, had already said that the company could be moving in that direction. However, one potential loser

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Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.

Synopsys’ SNPS Design IP segment faced pressure in the second quarter of fiscal 2026. Revenues declined to $454.2 million from $482 million in the year-ago quarter, while adjusted operating margin fell to 24% from 31%. The weakness was not limited to a single quarter, as the segment’s adjusted operating margin for the first six months of fiscal 2026 was 21%, down from 30% in the same period last y

News / Zacks / Can Synopsys' Design IP Business Rebound in Fiscal 2026? Can Synopsys' Design IP Business Rebound in Fiscal 2026? 3 min read SNPS +1.13% Synopsys’ SNPS Design IP segment faced pressure in the second quarter of fiscal 2026. Revenues declined to $454.2 million from $482 million in the year-ago quarter, while adjusted operating margin fell to 24% from 31%. The weakness was not limited

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.

Key Stats for Synopsys Stock 52-Week Range: $376 to $652 Current Price: $465 Street Mean Target: $560 Street High Target: $650 Analyst Consensus: 15 Buys / 2 Outperforms / 7 Holds / 1 Underperform / 1 Sell TIKR Model Target (Oct. 2030): $840 Most investors never know if a stock is truly undervalued or overpriced. TIKR’s professional-grade valuation tools give you a clear, data-backed answer acros

© GlobalFoundries Business | June 04, 2026 GF completes acquisition of Synopsys' ARC processor IP business Evertiq GlobalFoundries has completed its previously announced acquisition of the ARC Processor IP Solutions business from Synopsys, combining it with its existing MIPS subsidiary to create what the company describes as a software-to-silicon capability built for physical AI applications. The

GlobalFoundries (GF) has completed its acquisition of Synopsys' ARC Processor IP Solutions business, the company announced on June 2. The acquisition adds to GF's existing MIPS subsidiary, combining two processor IP portfolios into a single offering that... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the

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