Semiconductor News & Analysis Feed
572 articles
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-20
boisedev.com
2026-06-20
BoiseDev
boisedev.com
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Privacy
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual
2026-06-19
pandaily.com
2026-06-19
Pandaily
categories.technology
Silicon Carbide Enters the AI Era: Powering the Next Generation of Data Centers
Published:
June 19, 2026
Reading Time:
2 min read
Want to read in a language you're more familiar with?
The silicon carbide device market is projected to reach $11 billion by 2031, driven by AI data center power demands, EV adoption, and renewable energy, with Chinese players rapidly expanding m
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The federal government wants more data centers to come online — as long as they do not impact the electricity supply.
2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
FUNDING & BUSINESS
infineon
power semiconductors
data centers
siC gan
Infineon Expands AI Investments, Targets Data Center Revenue Growth
3 sources
|
June 19, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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TradingView reports that Infineon Technologies is increasing AI-related investment to about €2.7 billion in the current fiscal year, up from a p
2026-06-19
digitimes.com
2026-06-19
Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.
2026-06-19
www.foreignpolicyjournal.com
2026-06-19
foreignpolicyjournal.com
Kazakhstan is committing up to $10 billion to develop its Data Center Valley project, marking one of the most ambitious technology infrastructure bets in Central Asian history.
The initiative is backed by Nvidia (NASDAQ: NVDA), signaling strong interest from global semiconductor and AI hardware leaders in the region’s growing digital ambitions.
Submit a Press Release or News Tip
An initial 125-
2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to rising expectations for Qualcomm’s June 24, 2026 Investor Day and growing optimism around its push into AI data center chips. This could also be because investors are reacting to a fresh bullish price-target increase and the view that management ma
2026-06-18
www.datacenterdynamics.com
2026-06-18
Data Center Dynamics
Chip designer Qualcomm is exploring an acquisition of AI chip firm Tenstorrent.
As reported by The Information and citing a source with direct knowledge of the deal, the two companies are in discussions regarding an acquisition.
– Qualcomm
According to the report, the deal could see Tenstorrent valued between $8 and $10 billion, though the talks remain ongoing and the price. The deal could be a
2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 -
Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
__fail__
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
www.mk.co.kr
2026-06-18
매일경제
사진 확대
Samsung Electronics' System LSI Business said it has set profitability improvement as its top priority after posting record quarterly sales in the first quarter of this year. It also said it plans to enter the AI data center market and expand its mobile-centered business structure into the future infrastructure sector.
At a business briefing held on the 18th, Yong-In Park, president and hea
2026-06-18
www.digitimes.com
2026-06-18
digitimes
Power is now compute, and it is becoming a major driver of AI data center build costs. Renesas technical director Mu-Sen Lin said traditional data centers rely on low-voltage AC (LVAC), long wiring runs, and repeated AC-to-DC conversions through...
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler
Sasha Jovanovic
Wed, June 17, 2026 at 11:09 PM PDT 3 min read
QCOM
+6.17%
Trade QCOM on Coinbase
Trading disclosure
In recent weeks, Qualcomm has moved beyond its smartphone roots by launching a custom AI data center silicon program with a leading hyperscaler, expanding collaborations in XR, edge AI, and
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.