Semiconductor News & Analysis Feed

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang New Area, expanding advanced packaging capacity for high-performance computing, AI and data center chips.

Qualcomm (NASDAQ: QCOM) is making an aggressive push into the AI data center market, unveiling a broad range of new products including AI accelerators, CPUs, memory technology, and software. The company has already secured deals with major customers, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), with Meta signing a multigeneration agreement to deploy Qualcomm’s new Dragonfly C1000 C

Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.

Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.

Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia Daniel Howley · Technology Editor Wed, June 24, 2026 at 12:30 PM PDT 3 min read QCOM -3.29% NVDA -0.50% MSFT -2.27% META -0.81% Explore stocks on Coinbase Trading disclosure Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi

Siemens, Builds Siemens Builds Out Three Growth Engines: SiC Data Center Chips, Defence Software, and Digital Locomotives 12.06.2026 - 18:24:52 | boerse-global.de Siemens partners with Infineon on SiC circuit breakers for AI data centers, launches defence production centre, and transforms trains into software platforms, driving growth. Siemens - Siemens Builds Out Three Growth Engines: SiC Data

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Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.