Semiconductor News & Analysis Feed
24 articles
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips · Stocktwits
Aveek Bhowmik
June 26, 2026 3 min read
QCOM
-3.12%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm is reportedly discussing its new data center chip platform with smartphone, PC and automotive
2026-06-27
stocktwits.com
2026-06-27
Stocktwits
stocktwits.com
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2026-06-27
www.investing.com
2026-06-27
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm jumps as it looks beyond smartphones to cash in on the AI boom
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 3:53 PM PDT 2 min read
QCOM
-3.29%
AMD
-0.02%
NVDA
-0.50%
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Trading disclosure
Qualcomm (QCOM) stock jumped more than 13% in after-hours trading after the company said it raised its non-handset revenue target to $40 billion by fiscal 2029, twice
2026-06-25
www.tekedia.com
2026-06-25
Tekedia
Qualcomm In Advanced Talks With ByteDance For Custom Chip Design As U.S. Firm Seeks To Diversify Beyond Smartphones
June 24, 2026 | by Samuel Nwite | 0
Qualcomm is in discussions to provide advanced chip-design services to China’s ByteDance, the parent company of TikTok, in what would represent an early and significant customer win for the U.S. semiconductor giant’s push into custom silicon serv
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
2026-06-16
www.cnbc.com
2026-06-16
CNBC
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2026-06-16
wccftech.com
2026-06-16
Wccftech
The compact space inside smartphones makes it difficult to adopt High Bandwidth Memory (HBM), not to mention the thermal problem, but a rumor claims that Chinese smartphone brands have a custom-made Low Latency Wide DRAM (LLW) that adopts a similar integrated design as the aforementioned technology. While the design isn’t “true HBM,” it aims to resolve the performance bottleneck issue that LPDDR R
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-13
digitimes.com
2026-06-13
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.
2026-06-12
www.gadgets360.com
2026-06-12
Gadgets 360
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Are Qualcomm’s New Edge AI Partnerships Reframing QCOM’s Role Beyond Smartphones In Investor Models?
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Primax Electronics Ltd. announced an AI conference solution platform built on Qualcomm’s Dragonwing Q-7790 Edge AI processor, while Qualcomm also advanced partnerships in automotive a
2026-06-09
digitimes.com
2026-06-09
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten.
2026-06-06
www.benzinga.com
2026-06-06
Benzinga
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2026-06-01
ua.news
2026-06-01
UA.NEWS
NEWS
TECHNOLOGIES
Global chip shortage has reduced demand for smartphones — Reuters
UA NEWS
01 June 2026 14:20
The global mobile device market is facing an unprecedented crisis that will lead to the sharpest decline in shipments on record.
This is reported by Reuters.
Due to a shortage of memory chips, exacerbated by geopolitical instability in the Middle East, manufacturers are currently figh
2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Adrian Parham
Published: May 27 2026, 10:37 AM EDT
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MICRON.COM
The three companies that control high-bandwidth memory — the chip at the bottleneck of every AI server on earth — crossed $1 trillion in market capitalization in the same month for the first time in history. Micron Technology cro
2026-05-27
www.ndtv.com
2026-05-27
NDTV
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2026-05-27
www.ndtv.com
2026-05-27
NDTV
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