Semiconductor News & Analysis Feed
20 articles
2026-09-30
www.gurufocus.com
2026-09-30
2026-09-30
seekingalpha.com
2026-09-30
2026-09-28
news.google.com
2026-09-28
2026-09-28
finance.biggo.com
2026-09-28
2026-09-28
www.phonearena.com
2026-09-28
2026-09-23
infotechlead.com
2026-09-23
2026-09-22
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-17
2026-09-15
2026-09-14
2026-09-12
finance.yahoo.com
2026-09-12
In September 2026, Qualcomm faced a major business setback as Apple decided to adopt in-house modem chips, cutting Qualcomm's Apple-related revenue by approximately 50% quarter-over-quarter. This development significantly impacts Qualcomm's revenue, as the company had long relied on Apple’s modem bu
2026-09-12
2026-09-06
www.indexbox.io
2026-09-06
2026-09-05
www.channelnewsasia.com
2026-09-05
2026-09-03
finance.yahoo.com
2026-09-03
2026-09-03
finance.yahoo.com
2026-09-03
2026-09-03
www.tomshardware.com
2026-09-03
TSMC's demand for semiconductor fabrication equipment has nearly doubled in just six months, driven primarily by the surge in AI-related chip production. According to reports, TSMC's equipment needs increased 1.5 times by the first quarter of this year and rose to 1.9 times the original projection b
2026-09-03
tomshardware.com
2026-09-03
As the world's largest contract chipmaker, TSMC is facing unprecedented surges in demand for semiconductor production equipment, driven primarily by the booming AI sector. Since the end of last year, its equipment requirements have nearly doubled, fueled by expansions in manufacturing capacity acros
2026-09-02
eetimes.com
2026-09-02
As AI workloads intensify, conventional chip designs are hitting thermal and memory bandwidth limits, according to a new report by IP provider Anaqua. The intersection of AI and semiconductors has seen a 114% surge in patent filings over the past five years, outpacing overall industry growth. This s