Semiconductor News & Analysis Feed
235 articles
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-29
www.gamesindustry.biz
2026-06-29
GamesIndustry.biz
Home News
SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM market
Lawyers claim that the trio has cut the supply of consumer – or 'conventional' – DRAM in defiance of "all economic and business logic"
Image credit: Igor Omilaev via Unsplash
News by Alex Forbes-Calvin Contributor
Published on June 29, 2026
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Chip giants
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.digitimes.com
2026-06-29
digitimes
Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated...
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2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.
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.
2026-06-27
digitimes.com
2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-27
www.marketwatch.com
2026-06-27
MarketWatch
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2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro
2026-06-26
tech-insider.org
2026-06-26
tech-insider.org
Nvidia RTX Spark: 1-Petaflop Chip Hits Intel, AMD [2026]
NADIA DUBOISJUNE 26, 2026HARDWARE
Nadia Dubois
June 26, 2026
15 min read
Nvidia just declared open war on the Windows PC processor market. At its Computex 2026 keynote in Taipei on June 1, the company unveiled the Nvidia RTX Spark Superchip — an Arm-based system-on-chip that fuses a 20-core CPU with a Blackwell RTX GPU and up to 128GB of un
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
www.marketwatch.com
2026-06-26
MarketWatch
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Can Qualcomm Inc. (QCOM) Take on the Hyper-Competitive AI Market?
Catherine Talavera
Wed, June 24, 2026 at 11:23 PM PDT 2 min read
QCOM
-3.29%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm Incorporated (NASDAQ:QCOM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. In the past year, Qualcomm's stock surged 31.10%, while it registered a 18.01% year-to-date rise.
A Qualcomm emplo
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
QCOM
-3.29%
NVDA
-0.50%
MSFT
-2.27%
META
-0.81%
Explore stocks on Coinbase
Trading disclosure
Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi