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Texas Instruments (TXN) Reports Strong Q2 2026 Earnings with Rev - GuruFocus

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www.gurufocus.com 2026-07-23 GuruFocus

The Impact Of AI Automation On Chip Design

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semiengineering.com 2026-07-23 Brian Bailey

Change is coming, but how quickly depends on the availability of data and when chipmake...

AI Automation Chip Design EDA Tools Artificial Intelligence Semiconductor Industry Design Flow Engineer Role Automated Tools

Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

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digitimes.com 2026-07-23

Texas Instruments' second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive demand acceleration that TI's own management didn't see coming three months ago, and the first analog price increases the company has executed in years. Together, they suggest the current upcycle is broadening in ways the supply chain has not fully absorbed.

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

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digitimes.com 2026-07-23

Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the strategy

Untangling Chip Traffic Jams

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semiengineering.com 2026-07-23 Liz Allan

Scaling NoCs across chiplets requires earlier validation of coherency, congestion, ther...

Network-on-Chip NoC Chip Interconnect Cache Coherency Chip Verification Multi-die Integration Thermal Management Interconnect Design

China's research ties weaken as UK, Germany and the US expand cross-border papers

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digitimes.com 2026-07-23

China's research and academic community appears to be drifting away from international collaboration, even as the UK, Germany, and the US have steadily expanded cross-border partnerships in recent years. The contrast has drawn fresh attention after Moonshot AI's flagship 2026 model Kimi K3 and other Chinese technology products, including Unitree Robotics's H1 robot, prompted questions over how muc

STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%

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digitimes.com 2026-07-23

STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure buildout as the European chipmaker swung back to profit in the second quarter of 2026.

Qualcomm and Samsung Expand Collaboration with Snapdragon - PR Newswire

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www.prnewswire.com 2026-07-23 PR Newswire

Qualcomm and Samsung Expand Collaboration with Snapdragon - Yahoo Finance

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finance.yahoo.com 2026-07-23 Yahoo Finance

Texas Instruments Q2 Earnings Call Highlights - MarketBeat

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www.marketbeat.com 2026-07-23 MarketBeat

Earnings call transcript: Texas Instruments beats Q2 2026 estimates, shares fall after hours - Investing.com

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www.investing.com 2026-07-23 Investing.com