Semiconductor News & Analysis Feed
239 articles
2026-07-02
www.chosun.com
2026-07-02
조선일보
By Lee Hai-woon
Published 2026.07.02. 09:08
Updated 2026.07.02. 18:09
Mark Zuckerberg, Meta CEO, and the Meta logo. /Yonhap
On July 1, news that Meta, the parent company of Facebook and Instagram, is entering the AI (artificial intelligence) cloud infrastructure business shook global stock markets. While Meta’s stock surged 9% as the move was seen as a positive development for discovering new re
2026-07-02
digitimes.com
2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Mobile system-on-chip (SoC) vendors are collectively upgrading flagship platforms to 2nm in 2026. Beyond the need for better specifications, the bigger goal is to avoid the most heavily booked 3nm process and secure more supply.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a17edc8b69bdd6e3 • Your IP: Click to reveal • Performance & security by Cloudflare
2026-07-02
www.tradingview.com
2026-07-02
TradingView
News
/
GuruFocus
/
Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Less than 1 min read
NVDA
+0.71%
AMD
−6.51%
AVGO
−0.83%
INTC
−9.66%
Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms (META) is exploring a cloud infrastructure business that would offer
2026-07-02
aws.amazon.com
2026-07-02
Amazon Web Services (AWS)
Run NVIDIA Nemotron and OpenAI GPT OSS models on Amazon Bedrock in AWS GovCloud (US)
by Zohreh Norouzi, Heather Crawford, and Saurabh Trikande on 01 JUL 2026 in Amazon Bedrock, Announcements, AWS GovCloud (US), Intermediate (200) Permalink Share
Government agencies running workloads in AWS GovCloud (US) need AI capabilities that keep pace with the commercial sector. At the same time, they can’t
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-06-30
tomshardware.com
2026-06-30
Luke James
Maker's Pet has launched oomwoo, an open-source robot vacuum that owners build themselves.
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
digitimes.com
2026-06-30
Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys Cloud from Synopsys Inc. - AI EDA as a subscription service
28.06.2026 - 07:09:39 | ad-hoc-news.de
Synopsys Cloud wraps Synopsys design tools and AI assistants into a scalable, pay-as-you-go environment for chip design teams. This software offering helps shape the price of Synopsys Inc. shares (ISIN US8716071076).
Synopsys Inc., US8716071076
Reviewed: ad hoc
2026-06-26
www.streetinsider.com
2026-06-26
StreetInsider
www.streetinsider.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a142c0dc8b5049e7
Performance and Security by Cloudflare
Privacy
2026-06-26
www.investing.com
2026-06-26
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-26
digitimes.com
2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
startupfortune.com
2026-06-26
Startup Fortune
Onsemi's $7 billion Synaptics deal is a bet that AI won't stay bottled up in data centers. The company is paying in stock because the edge-AI market it wants is still more promise than proof.
Onsemi is trying to buy its way into the next AI hardware fight, and it isn't the one Nvidia has already made famous. The Scottsdale chipmaker said on June 25 that it will acquire Synaptics in an all-stock t
2026-06-25
digitimes.com
2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced the expansion of its strategic relationship with Hugging Face to advance open, developer-driven artificial intelligence (AI) from devices to cloud infrastructure. This collaboration is intended to unite Qualcomm Technologies’ industry-leading device to data center platforms with Hugging Face’s global AI community, model ecosystem, and deve
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
__fail__
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.