Semiconductor News & Analysis Feed
23 articles
2026-08-26
news.google.com
2026-08-26
Qualcomm's stock has experienced a notable decline, dropping about 38% from its year-to-date high, primarily due to weakness in its CDMA Technologies (QCT) segment. QCT reported a 5% YoY revenue drop in Q3, with handset revenue falling 20%. The broader Android smartphone market remains challenging,
2026-08-26
news.google.com
2026-08-26
As NVIDIA prepares to release its earnings, U.S. stocks are experiencing a pullback, primarily due to rising bond yields. The latest U.S. inflation data, particularly the July core PCE price index, which met expectations, has increased the market's anticipation of a Federal Reserve rate hike in Sept
2026-08-26
news.google.com
2026-08-26
NVIDIA's stock dipped ahead of its fiscal second-quarter earnings report, as investors weighed concerns over the chipmaker's performance and the broader artificial intelligence market. With a market cap of $5.16 trillion, NVIDIA is closely watched, and its quarterly results are seen as a key indicat
2026-08-26
news.google.com
2026-08-26
In August 2026, Infineon Technologies AG saw a modest stock rise driven by a new silicon carbide supply agreement with Fox ESS, a key player in residential energy storage, and strong Q3 FY26 financial results. The deal underscores Infineon's strategic push into distributed energy infrastructure, whe
2026-08-26
news.google.com
2026-08-26
Micron Technology's stock has experienced significant volatility, with options markets indicating potential price movements ranging from roughly half to double its current level. Trading at $932.97, the stock's options imply a 13-month range between $460 and $1,884, reflecting market expectations of
2026-08-26
news.google.com
2026-08-26
AMD has announced that its Versal adaptive programmable chip line will support the Universal Chiplet Interconnect Express (UCIe) standard, marking a significant step toward modular and heterogeneous computing in the semiconductor industry. Versal chips, which succeeded Xilinx FPGA products following
2026-08-26
news.google.com
2026-08-26
At Hot Chips 2026, GPU IP company OXMIQ Labs revealed the limitations of High Bandwidth Flash (HBF). While HBF offers significantly higher memory capacity than traditional High Bandwidth Memory (HBM), its bandwidth performance lags behind, making it unsuitable for most AI workloads. HBF uses 3D NAND
2026-08-26
news.google.com
2026-08-26
Cadence Design Systems delivered a strong Q2 2026 performance, reporting $1.58 billion in revenue and $2.11 in adjusted EPS, beating consensus by $0.06. The company also raised its full-year EPS guidance to $8.05–$8.15, reflecting robust profitability and market confidence. Revenue grew 24.2% YoY, w
2026-08-26
news.google.com
2026-08-26
The global AI semiconductor market is projected to reach $255.90 billion by 2035, driven by rapid expansion in hyperscale AI data centers, adoption of advanced AI-specific silicon, and growing edge computing deployments. Advancements in chip architecture, memory, and packaging technologies are enhan
2026-08-26
news.google.com
2026-08-26
In the summer of 2026, quantum computing stocks experienced a sharp correction, with some falling by as much as 50%. The article revisits the bullish sentiment in the quantum computing sector, which in 2019 resembled NVIDIA's trajectory, suggesting a generational investment cycle. However, as market
2026-08-26
news.google.com
2026-08-26
CG Power's semiconductor packaging facility is projected to generate approximately $500 million in annual revenue once it reaches full capacity, according to Chairman Vellayan Subbiah. The company aims to achieve 70% utilization within four years, with revenue heavily dependent on product mix and ma
2026-08-26
news.google.com
2026-08-26
Nvidia has emerged as a cornerstone of the artificial intelligence (AI) sector since OpenAI introduced ChatGPT in late 2022, with its stock surging over 1,300% since January 2023. The company recently announced a strategic partnership with six major financial institutions—Apollo Global, BlackRock, B
2026-08-26
semiengineering.com
2026-08-26
As cyber threats evolve, chip security is no longer a bolt-on feature but a continuous defense strategy spanning hardware, software, firmware, networks, and connected systems. Industry experts at the Design Automation Conference emphasized that traditional compliance-based approaches are insufficien
2026-08-26
eetimes.com
2026-08-26
India is rapidly advancing its semiconductor packaging capabilities, particularly in advanced packaging technologies. ASIP Technologies, in collaboration with South Korean partner APACT, has initiated construction of an outsourced semiconductor assembly and test (OSAT) facility in Visakhapatnam, And
2026-08-26
news.google.com
2026-08-26
According to Gartner's latest market outlook, the global semiconductor market is poised for strong growth, driven by expanding AI infrastructure investment and rising memory prices. Global semiconductor revenue is projected to reach $1.5552 trillion this year, nearly doubling from last year. Memory
2026-08-25
news.google.com
2026-08-25
NVIDIA's announcement of the Jetson Orin Nano 2 robotics computer represents a significant advancement in edge AI accessibility, targeting entry-level robotic applications. This development demonstrates NVIDIA's continued leadership in AI computing platforms, particularly in making advanced edge AI
2026-08-25
news.google.com
2026-08-25
NVIDIA unveiled its next-generation RTX gaming platform, RTX Spark, at Gamescom in Cologne, Germany, showcasing support from leading publishers such as EA, Ubisoft, and Embark. The platform enhances visual fidelity and performance for blockbuster titles like *EA SPORTS F1 25* and *Anno 117: Pax Roma
2026-08-25
news.google.com
2026-08-25
German semiconductor leader Infineon Technologies AG has announced the acquisition of Bengaluru-based C2i Semiconductors to strengthen its power solutions for artificial intelligence data centers and expand its R&D capabilities in India. The deal, expected to close in Q3 2026, will enhance Infineon'
2026-08-25
news.google.com
2026-08-25
Taiwan has indicted nine individuals, including an Nvidia employee, for allegedly smuggling restricted chips to China, highlighting the challenges in enforcing U.S. export controls. Smugglers often use intermediaries, false documentation, and third-country transshipments to bypass regulations. The c
2026-08-25
news.google.com
2026-08-25
Researchers at Kyoto University have achieved a significant breakthrough in semiconductor technology by developing a silicon carbide (SiC) transistor capable of operating reliably at extreme temperatures up to 600°C. This advancement surpasses conventional silicon electronics, which typically fail a