GlobalFoundries qualifies SLATE™ advanced packaging technology on 9SW platform for next-generation radio frequency applications

GlobalFoundries announced production readiness of its SLATE wafer-to-wafer bonding technology on the 9SW RF-SOI platform, enabling advanced 3D integration for compact cellular front-ends. The technology can reduce die size by up to 45% and is expected to ramp to volume production by H2 2027 at GF's Singapore facility. SLATE represents a significant advancement in RF integration for 5G and satellite communications applications.

06/23/2026, 8:49 AM • GlobeNewswire

SRAM and ROM Design IP Market Size to Hit USD 784.47 Million by 2035 | Research by SNS Insider

The global SRAM and ROM Design IP market, valued at $644.97 million in 2025, is expected to grow to $784.47 million by 2035 at a CAGR of 1.98%. Growth is driven by rising demand for AI, chiplet-based architectures, and advanced semiconductor memory solutions. Embedded Flash/NVM dominates with 54% market share, while MRAM is the fastest-growing segment at 9.20% CAGR. Asia-Pacific leads regionally with 40.5% of global revenue.

06/19/2026, 3:30 AM • GlobeNewswire

Intel Stock Gets Rare Double Upgrade From Bank of America: Here's Why

Bank of America upgraded Intel from 'Underperform' to 'Buy' in a rare double upgrade, raising its price target from $96 to $135. The upgrade reflects confidence in Intel's CPU and foundry opportunities, with BofA modeling earnings power at over $6 per share by 2030. Intel has surged 210% year-to-date and remains deeply under-owned despite its large market cap.

06/11/2026, 11:07 AM • Benzinga

Nvidia And Other 6 Chip Stocks Set For A 'Secular Upside,' Analyst Says

Bank of America analyst Vivek Arya identifies seven semiconductor stocks positioned for sustained outperformance in the AI era, driven by surging demand for AI chips and data center infrastructure. With AI data center equipment market projected to reach $1.7 trillion by 2030 (up from $264 billion in 2025), the key constraint is supply scarcity rather than demand. All seven stocks are rated Buy, with Nvidia offering the most upside at 71% to BofA's $350 price target.

06/08/2026, 12:25 PM • Benzinga

Enterprise Software Leaders Build AI Agents With NVIDIA

NVIDIA announced new Agent Toolkit software including NemoClaw blueprints, Nemotron 3 Ultra models, and OpenShell secure runtime to enable enterprises to build autonomous AI agents. Major partners like Cadence, Dassault Systèmes, Siemens, Synopsys, CrowdStrike, and Palantir are deploying these agents for engineering workflows, cybersecurity, and operations. NVIDIA also partnered with Microsoft, Canonical, and Red Hat to integrate OpenShell across Windows, Linux, and enterprise platforms.

06/01/2026, 12:21 AM • GlobeNewswire

Synopsys Faces a Split Verdict as Shares Drop and Targets Climb

Synopsys shares fell 8.6% following earnings despite beating revenue and EPS estimates, as most growth came from the Ansys acquisition rather than organic growth. Analyst price targets moved higher with an average of $538 implying 10% upside, but the stock remains flat since 2025 while semiconductor peers surged. The company plans to unveil new monetization strategies at its September Investor Day.

05/29/2026, 3:21 PM • Investing

Why Silver, Power And Chemicals Will Be The Next Micron Trade, Top AI Expert Says

AI macro expert Jordi Visser argues the AI investment cycle is shifting from early-stage semiconductor winners like Micron to late-cycle physical bottlenecks including power generation, chemicals, and silver. He's rotating his portfolio accordingly, citing a structural mismatch between index weightings built for the software era and where economic value is actually being created in the AI buildout.

05/11/2026, 12:09 PM • Benzinga

Should You Buy Cadence Design Stock Before the Huge Investor Update?

Cadence Design Systems is scheduled to report quarterly financial results that could have significant implications for investors. The article examines whether investors should buy the stock ahead of this major earnings announcement, with the semiconductor industry experiencing strong growth.

04/22/2026, 8:26 PM • The Motley Fool

DesignCon 2026 Wraps with Focus on Innovation, Artificial Intelligence

DesignCon 2026, the premier conference for chip, board, and systems design, concluded its 31st edition with record-breaking attendance at Santa Clara Convention Center. The event featured keynote speakers from Purdue University, Agentrys, and NASA, covering topics including AI infrastructure, quantum internet technologies, and 5G advancements. The global high-speed communications sector is projected to reach $975 billion in annual sales in 2026, driven by AI infrastructure growth.

03/25/2026, 1:57 PM • GlobeNewswire

Security IP Market Accelerates as OEM Demand for Integrated, Certification-Ready Components Surges

The security IP market is experiencing rapid consolidation and transformation as OEMs increasingly demand fully integrated, certification-ready security components. Providers are shifting from standalone crypto blocks to bundled platforms combining cryptographic libraries, firmware, and Root of Trust modules. Major acquisitions by Synopsys and Cadence, along with differentiation strategies from Rambus, FortifyIQ, and Xiphera around post-quantum cryptography and side-channel protection, are reshaping the competitive landscape.

03/20/2026, 8:00 AM • GlobeNewswire

Keysight: The Quiet Winner in the AI and Defense Spending Boom

Keysight Technologies has surged over 80% in the past 52 weeks, driven by strong demand from AI and defense markets. The company reported 23% revenue growth to $1.6B and raised full-year guidance to 20% growth, with AI currently representing 10% of revenue and defense markets posting record results. However, elevated valuation leaves limited room for execution missteps, with consensus price targets implying only 3-7% upside.

03/19/2026, 12:08 PM • Investing

Semiconductor (Silicon) Intellectual Property (SIP) Business Research Report 2026-2030: Nanoelectronics Accelerate Advancements in Semiconductor Design, Offering Opportunities for SIP Market

The global Semiconductor Intellectual Property market is projected to grow from $7.3 billion in 2024 to $9.2 billion by 2030 at a 4% CAGR, driven by advancements in AI, IoT, and 5G technologies, increasing demand for System-on-Chip designs, and strategic partnerships between IP providers and semiconductor manufacturers.

03/04/2026, 5:50 AM • GlobeNewswire

Tech Stocks Rebound, Crude Rallies Above $64 On Iran Tensions: What's Moving Markets Wednesday?

Tech stocks rebounded on Wednesday with the Nasdaq 100 jumping 1.4% past 25,000, led by software stocks. Cadence Design Systems surged nearly 10% after beating revenue estimates and projecting strong 2026 growth. Commodity markets rallied amid Middle East tensions, with oil climbing above $64 per barrel and gold surging past $5,000. However, Palo Alto Networks fell 6% despite beating quarterly expectations due to trimmed profit outlook.

02/18/2026, 1:06 PM • Benzinga

The Intel Business Growing 50% That Nobody's Talking About

Intel's custom ASIC business surged 50% in 2025, reaching a $1 billion annualized run rate, driven by demand for networking AI chips. The company created a dedicated Central Engineering Group to formalize custom chip design services. With a $100 billion total addressable market and less than 1% current market share, Intel's one-stop-shop approach combining design services, IP, and manufacturing could position it as a competitive advantage. This business could funnel customers to Intel's foundry operations and grow into a multi-billion-dollar segment.

01/26/2026, 2:10 PM • The Motley Fool

Semiconductor IP Market Size to Exceed USD 17.88 Billion by 2033, at 9.77% CAGR | Research by SNS Insider

The Semiconductor IP Market is projected to grow from USD 8.48 Billion in 2025 to USD 17.88 Billion by 2033, driven by increasing demand in automotive, telecommunications, and consumer electronics sectors, with a CAGR of 9.77%.

12/17/2025, 3:27 AM • GlobeNewswire