Semiconductor News & Analysis Feed

20 articles

2026-10-02

Qualcomm (QCOM): Can Its AI Strategy Overcome Skepticism Around Its Current Market Position? - Yahoo Finance

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finance.yahoo.com 2026-10-02

2026-10-01

The Unbelievable Attributes of NVIDIA's Global Strategy - AI Magazine

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aimagazine.com 2026-10-01

2026-10-01

La Rosa Holdings Acquires Next-Generation NVIDIA GPUs, Advancing AI Infrastructure Strategy - Yahoo Finance

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finance.yahoo.com 2026-10-01

2026-10-01

How a TSMC veteran is steering Singapore's lab-to-fab chip strategy

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digitimes.com 2026-10-01

2026-10-01

Synopsys Details Growth Strategy and Long-term Financial Model at 2026 Investor Day – Company Announcement - Financial Times

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markets.ft.com 2026-10-01

2026-10-01

Synopsys Details Growth Strategy and Long-term Financial Model at 2026 Investor Day - PR Newswire

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www.prnewswire.com 2026-10-01

2026-09-30

Nuvacore reveals unconventional Core First CPU IP design strategy

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tomshardware.com 2026-09-30

Nuvacore's "Core First" strategy represents a fundamental philosophical shift in how high-performance CPU IP is developed. By decoupling microarchitecture design from ISA commitment, the company is attempting to solve a long-standing tension in processor engineering: the ISA dictates front-end behav

CPU Design ISA Microarchitecture AI Infrastructure Data Center Semiconductor IP Processor Core Performance Optimization

2026-09-29

Michael Burry Shifts Strategy With Put Options Targeting Micron and AI Semiconductor Stocks - TIKR.com

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www.tikr.com 2026-09-29

2026-09-28

Beyond ASML: China rethinks EUV race with light-source strategy

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digitimes.com 2026-09-28

2026-09-25

Is Micron (MU) Quietly Recasting Its AI Memory Strategy With New Leadership and 512GB DDR5? - Yahoo Finance Singapore

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