Semiconductor News & Analysis Feed

20 articles

2026-09-30

Synopsys and Amazon Announce Strategic, Multi-year IP Agreement for Custom Silicon; Collaboration Also Extends to Cloud and AI-Powered Engineering - TradingView

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www.tradingview.com 2026-09-30

2026-09-30

Synopsys and Amazon Announce Strategic, Multi-year IP Agreement for Custom Silicon; Collaboration Also Extends to Cloud and AI-Powered Engineering - PR Newswire

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www.prnewswire.com 2026-09-30

This $1B+ multi-year agreement between Synopsys and Amazon represents a significant inflection point in the semiconductor IP market. Rather than a traditional one-time license deal, the 'license-plus-royalty' model signals Synopsys' strategic pivot toward recurring revenue tied to production volumes

Custom Silicon Semiconductor IP EDA AI Chips Cloud Infrastructure Multiphysics Simulation License-plus-Royalty Agentic AI

2026-09-30

Synopsys and Amazon Announce Strategic, Multi-year IP Agreement for Custom Silicon; Collaboration Also Extends to Cloud and AI-Powered Engineering – Company Announcement - FT.com - Financial Times

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markets.ft.com 2026-09-30

2026-09-28

SK Hynix falls on Solidigm IPO concerns, Samsung also drops - Investing.com

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www.investing.com 2026-09-28

2026-09-26

Micron Headlines Earnings Calendar; Jabil, Nike Also On Deck - Investor's Business Daily

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www.investors.com 2026-09-26

2026-09-22

Applied Materials plans a $5 billion, decade-long investment in India’s semiconductor sector - globalsources.com

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www.globalsources.com 2026-09-22

2026-09-17

Onsemi's embedded power platform accelerates high-density electric vehicle and AI infrastructure designs - globalsources.com

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www.globalsources.com 2026-09-17

2026-09-08

Intel surpasses one million High-NA EUV wafers processed, outpaces the rest of the industry combined — company also trailblazing giant 6×12 photomasks to speed production and lower costs - tech.yahoo.com

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tech.yahoo.com 2026-09-08

2026-09-08

Niobium Aluminum Nitride Emerges as a New Candidate for Higher-Density GaN Electronics - globalsources.com

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www.globalsources.com 2026-09-08

2026-09-03

Nvidia: Hugging Face Acquisition Both a Wise Offensive Move, and Also Defensive - Morningstar

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www.morningstar.com 2026-09-03

2026-09-01

Anthropic signs a $35B AI compute deal with $NVIDIA (NVDA.US)$ backed Lambda. $Hut 8 (HUT.US)$ / DC, with Lambda / GPUs. Frontier model demand is rapidly outpacing the ecosystem's ability to build capacity. It also looks like Anthropic is securing mor - Moomoo

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www.moomoo.com 2026-09-01

2026-08-28

HBF has only 60% of the bandwidth of HBM: it can provide greater capacity, but the cost may also be higher. - 超能网

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www.expreview.com 2026-08-28

2026-08-28

HBF has only 60% of the bandwidth of HBM: it can provide greater capacity, but the cost may also be higher. - 超能网

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www.expreview.com 2026-08-28

2026-08-28

Trump Praises Nvidia's 'Incredible Numbers' After Q2 Stunner — He Also Reportedly Holds Over $12M In The Stock - Stocktwits

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stocktwits.com 2026-08-28

2026-08-27

[NVIDIA Earnings] FY28 Revenue Also Set to Jump 70%! What’s the Next Focus of AI Capex Extended by Rubin? - Moomoo

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www.moomoo.com 2026-08-27

2026-08-23

What to Expect in Markets This Week: Nvidia Earnings; Software Firms, Discount Stores Also Report - Investopedia

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www.investopedia.com 2026-08-23

2026-08-22

AI Chip Titan Nvidia Headlines Earnings Calendar; Salesforce, Intuit Also On Deck - Investor's Business Daily

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www.investors.com 2026-08-22

2026-08-21

Micron Stock's Biggest Risk Is Also Its Greatest Strength - Trefis

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www.trefis.com 2026-08-21

2026-08-20

Robotics leaders present future of physical AI, but also deployment challenges

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digitimes.com 2026-08-20

2026-08-19

After TSMC, Samsung Is Also Reportedly Planning To Hike Chip Prices Amid Demand Surge Fueled By Nvidia, Apple, Tesla And Others - Yahoo Finance

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finance.yahoo.com 2026-08-19

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