Semiconductor News & Analysis Feed
1144 articles
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
2026-06-29
digitimes.com
2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex, lending corporate backing to South Korea's plan to build a second chip production base in Gwangju and the broader Jeolla region in the country's southwest.
2026-06-29
digitimes.com
2026-06-29
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
2026-06-29
news.google.com
2026-06-29
flyingpenguin
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
2026-06-28
www.scmp.com
2026-06-28
South China Morning Post
2026-06-28
simplywall.st
2026-06-28
simplywall.st
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
www.cnbc.com
2026-06-27
CNBC
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The beating heart of the artificial intelligence (AI) boom is, without a doubt, Nvidia (
NVDA
1.39%
). The chipmaker's graphics processing units (GPUs) -- the specialized chips that do the heavy math behind AI -- power the data centers that train and run ChatGPT, Claude, and the vast majority of AI models.
It's no surprise, then, that Nvidia has managed a multiyear win streak nearly unmatched in
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
fortune.com
2026-06-27
Fortune
Qualcomm has long been known primarily as the maker of smartphone chips, but since taking the reins five years ago, CEO Cristiano Amon has worked to change that and equip the company for the tough but lucrative AI chip wars. Since 2021, Qualcomm has reinvented itself to become a major player in newer areas such as tech for cars—including driver-assistance and connected-vehicle systems±—and chips t
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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