Semiconductor News & Analysis Feed

ON Semiconductor has announced a $7 billion all-stock acquisition of Synaptics, marking its largest deal to date, aimed at accelerating its entry into AI hardware, robotics, and the emerging physical AI market. The merger combines ON Semiconductor’s expertise in power semiconductors and automotive e

Qualcomm is reportedly in advanced talks with China’s ByteDance to provide custom chip design services, marking a strategic shift for the U.S. semiconductor leader as it seeks to diversify beyond its traditional smartphone modem dominance. With global smartphone shipments expected to contract sharpl

Intel has appointed veteran semiconductor executive Seok-Hee Lee to lead its advanced packaging operations, underscoring the company’s renewed focus on rebuilding its manufacturing capabilities amid the AI-driven chip boom. This move follows a significant development when President Donald Trump anno

Following President Trump's announcement that Intel will partner with Apple to design and manufacture chips in the United States, Intel's stock surged nearly 9% in premarket trading. This collaboration marks a pivotal moment in Intel's long-term effort to regain relevance in the global semiconductor

The global smartphone market is facing its sharpest annual contraction on record, with shipments projected to decline by 13.9% in 2026 to around 1.08 billion units. This downturn is primarily driven by a severe shortage of memory chips, intensified by geopolitical tensions between the U.S. and Iran

On June 2, 2026, technology stocks surged as International Business Machines (IBM) rose over 12% in premarket trading, while NVIDIA unveiled its new RTX Spark chip to enter the consumer PC market. These developments highlight the rapid evolution of the tech sector, where AI, semiconductor innovation

NVIDIA's launch of the RTX Spark platform at the Computex technology conference in Taipei marks a strategic shift from being a graphics chip supplier to a major player in the PC processor market. This move has triggered market reactions, with shares of competitors like Intel, AMD, and Qualcomm decli

As artificial intelligence continues to advance, demand for high-performance AI chips is surging globally, reshaping the semiconductor industry. In response, MediaTek, a Taiwanese chip designer, has adopted a rare neutral stance by accepting both TSMC and Intel's advanced packaging technologies, ref