Semiconductor News & Analysis Feed

Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to new research form Omdia.  Memory revenue drove the increase, rising over 80% sequentially in 1Q26 from 4Q25. Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27%

SDG&E, Qualcomm Technologies, and the University of California San Diego’s Scripps Institution of Oceanography announced Edge Alert Sentinel (EAS), a new collaboration that brings artificial intelligence (AI) directly to the front lines of wildfire and extreme weather response.  Designed to detect and analyze rapidly changing conditions in real time, the initiative represents a new approach to en

NVIDIA and SK hynix announced multiyear technology partnership for next-generation memory aligned to NVIDIA’s AI infrastructure roadmap. The agreement supports supply for advanced memory, addressing the extended development cycles, advanced fabrication and capital investments to sustain the global buildout of AI factories. SK hynix will diversify into new markets NVIDIA is creating — across AI i

Stellantis and Qualcomm Technologies announced an expansion of their multi-year technology collaboration to power next-generation Stellantis vehicles with Qualcomm Technologies’ Snapdragon® Digital Chassis™ system-on-chips (SoCs). The expanded collaboration integrates Snapdragon Digital Chassis solutions with STLA Brain, Stellantis’ electronic and software platform, enhancing cockpit, connectivit

Dell Technologies introduces Dell Deskside Agentic AI, a new addition to the Dell AI Factory with NVIDIA that gives workgroups the ability to deploy and scale agentic AI workflows locally without the cost, latency and data sovereignty constraints of cloud-only approaches.  With the NVIDIA OpenShell runtime now supported across the entire Dell AI Factory with NVIDIA, enterprises benefit from a sin

__fail__

__fail__