Find a story
Search Spins
Search titles, summaries, and missing voices across published articles — press releases, announcements, and media coverage.
38 results for “semiconductor”
In a rare interview, Huawei chip scientist Liao Heng warns Western chip companies will eventually face physical chip limits and talks Huawei's Tau Scaling Law (Bloomberg)
Huawei semiconductor scientist Liao Heng publicly asserts that Western chipmakers like Nvidia are approaching fundamental physical limits in chip scaling, while introducing Huawei’s proprietary 'Tau Scaling Law' as an alternative framework for continued advancement.
Aug 4, 2026
Why AI infrastructure and semiconductor investments are driving the next wave of AI growth - dqindia.com
The article asserts that increased investment in AI infrastructure and semiconductors is catalyzing the next phase of AI growth, positioning hardware and foundational systems—not just models—as the primary growth engine.
Aug 4, 2026
Broadcom Inc. to Announce Third Quarter Fiscal Year 2026 Financial Results on Wednesday, September 2, 2026
Broadcom Inc. announced the date for its Q3 FY2026 financial results release, a routine corporate disclosure with no substantive financial or operational data provided.
Aug 3, 2026
Sources: NXP is in talks to buy Ambarella, which has a market cap of ~$3.3B and makes image-processing chips for security cameras and self-driving cars (Oliver Barnes/Financial Times)
NXP Semiconductors is reportedly in acquisition talks with Ambarella, a $3.3B image-processing chipmaker serving security and autonomous vehicle markets, as part of broader semiconductor consolidation driven by AI infrastructure demands.
Jul 31, 2026
Recursive transformers for semiconductor thermo-mechanical reliability
A new recursive transformer architecture is proposed to improve parameter efficiency and computational cost for surrogate modeling in semiconductor thermo-mechanical reliability analysis, where training data is scarce and first-principles simulation is prohibitively expensive.
Jul 31, 2026
Commerce Department quietly announces 7 new equity stakes in private companies
The U.S. Department of Commerce announced $870M in federal semiconductor incentives tied to minority equity stakes in seven private companies — a novel public investment mechanism under the CHIPS Act.
Jul 31, 2026
AMD and Micron surge, Lam Research climbs 20% as chip stocks rip higher
Semiconductor stocks rose sharply following strong quarterly earnings reports from Lam Research, Microsoft, and Arm, signaling renewed investor confidence in the chip sector after a period of underperformance.
Jul 30, 2026
Analog Devices discloses data breach, says operations unaffected
Analog Devices disclosed a data breach involving unauthorized access and exfiltration of certain files, while asserting its operations remain unaffected.
Jul 30, 2026
Should You Ignore Vertiv? Why ON Semiconductor May Be The Better AI Infrastructure Stock Today - Yahoo Finance
The article compares two publicly traded companies—Vertiv and ON Semiconductor—as investment options in the AI infrastructure sector, positioning ON Semiconductor as the superior stock choice without reporting any new corporate action, product launch, regulatory decision, or financial result.
Jul 29, 2026
As semiconductor stocks slide, these chip startup IPOs could stall - PitchBook
A PitchBook analyst report notes declining semiconductor stock performance may delay or derail planned IPOs for chip startups, highlighting market sensitivity to public equity conditions.
Published Jul 28, 2026 · Analyzed Aug 1, 2026
NXP reports Q2 revenue up 19% YoY to $3.5B, vs. $3.46B est., as it struggled to impress investors with a generally upbeat Q3 forecast; NXPI down 5%+ after hours (Christina Kyriasoglou/Bloomberg)
NXP Semiconductors reported Q2 revenue of $3.5B, up 19% year-over-year and slightly above analyst estimates of $3.46B, but its Q3 forecast failed to reassure investors, triggering a 5%+ after-hours stock decline amid broader sector-wide concerns.
Jul 29, 2026
3 Semiconductor Stocks Likely to Outpace Q2 Earnings Estimates - TradingView
A TradingView article identifies three semiconductor stocks expected to exceed Q2 earnings estimates, framed as an investment opportunity amid generative AI demand.
Jul 28, 2026
Texas Instruments reports Q2 revenue up 23% YoY to $5.46B, above $5.26B est., net income up 53% to $1.98B, and forecasts $5.65B-$6.15B in Q3 revenue, above est. (Grace Yoon/Wall Street Journal)
Texas Instruments reported strong Q2 financial results with 23% YoY revenue growth and 53% net income growth, exceeding analyst estimates and issuing an optimistic Q3 revenue forecast.
Jul 23, 2026
TSMC forecasts "several years" of margin dilution as overseas fab projects ramp up; the company has announced $200B in investment into US manufacturing (Kai Nicol-Schwarz/CNBC)
TSMC forecasts several years of margin dilution due to massive overseas fab investments, particularly a $200B US manufacturing push driven by political pressure from the Trump administration.
Jul 22, 2026
5 Semiconductor Stocks To Buy And 1 To Ignore - Forbes
A Forbes article lists five semiconductor stocks recommended for purchase and one to avoid, framed as investment guidance amid AI-driven chip demand.
Jul 22, 2026
Sources: China is weighing tightening AI and chip tech export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech exports (Financial Times)
Chinese regulators are considering tightening export controls on AI and semiconductor technologies, consulting domestic AI firms to slow the export of advanced tech.
Jul 21, 2026
Cambridge-based CuspAI raised a $450M Series B led by Kleiner Perkins and NEA, and launches a coalition for AI materials discovery for chip and other industries (Bloomberg)
CuspAI, a Cambridge-based AI startup, secured $450M in Series B funding and launched an industry coalition to accelerate AI-driven materials discovery for semiconductor and related industrial applications.
Jul 20, 2026
As memory shares fall, investors worry capacity expansion could lead to oversupply, while others believe AI demand will break the industry's boom-and-bust cycle (Financial Times)
Memory chip manufacturers are expanding production capacity amid falling share prices, sparking investor concerns about oversupply while some argue AI-driven demand will disrupt the industry's historical boom-and-bust cycles.
Jul 20, 2026
AI demand looks stronger than ever. So why are AI chip stocks falling?
TSMC reported strong financial results and raised its AI demand outlook, yet semiconductor stocks declined sharply — highlighting a market disconnect between corporate fundamentals and investor sentiment.
Jul 19, 2026
The Philadelphia Semiconductor Index sank ~10% for the week, its largest weekly fall in over a year, and is now down ~20% from its late-June all-time high (Reuters)
The Philadelphia Semiconductor Index fell approximately 10% in one week—the steepest weekly decline in over a year—erasing roughly 20% of its value since its late-June all-time high, signaling a sharp reversal in investor sentiment toward chip stocks that had previously driven market gains.
Jul 18, 2026
Semiconductor stocks trim losses as investors buy the dip - Yahoo Finance
Semiconductor stocks experienced short-term price declines followed by partial recovery as investors engaged in dip-buying behavior, reflecting market sentiment rather than a specific AI or technology development.
Jul 18, 2026
SoftBank sinks over 9% as Asia chip stocks track Wall Street AI sell-off
SoftBank's stock dropped over 9% amid a regional sell-off in AI-linked semiconductor stocks triggered by TSMC's disappointing earnings outlook and broader U.S. tech market weakness.
Jul 17, 2026
Taiwan chipmaker planning to spend another $100B on US manufacturing expansion
TSMC announced a $100 billion expansion of U.S. semiconductor manufacturing capacity in Arizona, citing multiyear demand from leading U.S. customers as the driver.
Jul 18, 2026
The 10 Coolest Semiconductor Startups Of 2026 (So Far) - crn.com
CRN published a listicle ranking the '10 Coolest Semiconductor Startups of 2026 (So Far)', serving as promotional editorial content highlighting emerging companies in the semiconductor space.
Jul 17, 2026