Semiconductor News & Analysis Feed

20 articles
2026-09-28
www.quiverquant.com 2026-09-28
The opening of VSMC's 12-inch fab in Singapore marks a strategic inflection point in the specialty foundry landscape. Rather than competing at leading-edge nodes, the VIS-NXP joint venture is carving out a differentiated position in the 130nm–40nm sweet spot where mixed-signal, power management, and
2026-09-26
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2026-09-25
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2026-09-21
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2026-09-17
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Onsemi outlined its long-term growth strategy on September 16, 2026, to address the growing power density constraints in AI, electrification, and automation. As these sectors converge, onsemi leverages its differentiated portfolio in power and sensing to tap into a $213 billion market opportunity. T
2026-09-17
www.quiverquant.com 2026-09-17
Subaru and onsemi have entered into a strategic technology engagement to evaluate the potential of onsemi's Embedded Power Platform (EPP) for future electrified vehicle applications. This collaboration marks a significant step in Subaru's electrification strategy, as it explores how advanced power i
2026-09-17
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2026-09-16
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2026-09-15
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2026-09-13
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JPMorgan expressed optimism about NVIDIA's future growth during a virtual investor meeting, forecasting around 70% year-over-year revenue growth for fiscal 2028. This outlook stems from discussions with the company's investor relations team, highlighting strong demand across hyperscaler and enterpri
2026-09-10
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2026-09-09
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2026-09-08
news.google.com 2026-09-08
2026-09-08
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2026-09-08
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2026-09-05
www.quiverquant.com 2026-09-05
NVIDIA's recent earnings beat has drawn significant market attention, with its Q2 revenue reaching $9.62 billion, up 105.85% year-over-year. The strong performance is attributed to accelerating AI infrastructure investments and sustained demand outpacing supply in key segments. Analysts and investor