Latest updates for National Semiconductor Strategy

Fresh curated links around National Semiconductor Strategy are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Navitas Semiconductor: The Grid-To-GPU Power Transition Can Transform A Tiny Revenue Base
  • India's first chip fab sparks legacy tech debate: Why 28nm could be the country's smartest starting point
  • Analog Devices to buy Alif Semiconductor for $1.35 billion

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seekingalpha.com /2 weeks ago

Navitas Semiconductor: The Grid-To-GPU Power Transition Can Transform A Tiny Revenue Base

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businesstoday.in /1 month ago

India's first chip fab sparks legacy tech debate: Why 28nm could be the country's smartest starting point

For a country building a semiconductor ecosystem from scratch, starting with mature manufacturing technology is not a setback — it is a strategic choice aimed at serving India's ra...

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channelnewsasia.com /10 hours ago

Analog Devices to buy Alif Semiconductor for $1.35 billion

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fool.com /1 month ago

Texas Instruments Can Ride AI Demand to New Highs

Texas Instruments' analog chips act as the middlemen between the electric grid and AI chips.

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fool.com /1 month ago

Cadence Design Systems vs. Synopsys: Which Technology Stock Is a Better Buy in 2026?

Cadence leads in 2nm partnerships while Synopsys scales broader capabilities, but their financial profiles and risk exposures diverge sharply.

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itmedia.co.jp /2 weeks ago

「たった14人」の挑戦から7兆円の逆転劇へ ラピダス小池社長の「TSMCとは戦わない」2ナノ半導体の勝算

世界の半導体市場を台湾TSMCが席巻する中、7兆円規模の国家プロジェクトとして最先端「2ナノ」の量産化に挑むのがラピダスだ。同社はTSMCとの規模の勝負を避け、設計から前後工程を一棟で完結さ...

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seekingalpha.com /1 week ago

Synopsys: The Silent AI Winner In Chip Design

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telecom.economictimes.indiatimes.com /1 month ago

Equity norms under Semicon 2.0 to drive investment for advance chips design by Indian cos: S Krishnan

The government has not announced a cap for investment in advance chip design by Indian firms. It will provide incentive to Indian chip companies in the form of grant and equity or...

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seekingalpha.com /1 month ago

indie Semiconductor: Considerable Risk As Region Shift Brings Margin Compression

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businesstoday.in /1 month ago

India's ₹1.27 Lakh Crore Chip Push! Semi India CEO Explains Mission 2.0

India's ₹1.27 Lakh Crore Chip Push! Semi India CEO Explains Mission 2.0

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finance.yahoo.com /1 month ago

STMicroelectronics (STM): Best Performing Semiconductor Stocks to Invest In

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seekingalpha.com /2 weeks ago

TSMC: The Semiconductor Giant Is Still Sprinting

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seekingalpha.com /2 weeks ago

Texas Instruments: The $6.5 Billion Cash-Flow Machine Is Finally Awake

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ft.com /1 month ago

The deal that saved Intel

The group’s shares have quadrupled, but it has yet to prove itself a serious manufacturing competitor to Taiwan’s TSMC

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finance.yahoo.com /3 weeks ago

QuickLogic Targets Defense, Space Growth With Rad-Hard FPGA Push

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chargedevs.com /1 month ago

Magnachip licenses Navitas’s GeneSiC silicon carbide technology for 1,200 V and above

Magnachip Semiconductor is moving into the high-voltage and ultra-high-voltage silicon carbide market by licensing Navitas Semiconductor’s GeneSiC technology. The license covers Na...

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seekingalpha.com /3 weeks ago

Qnity Electronics: A High-Moat Semiconductor Materials Play

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investing.com /1 month ago

onsemi Q2 2026 slides: margins expand, AI data center revenue doubles

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allaboutcircuits.com /1 week ago

From BMW to Data Centers: Brands Tap 3 Known Chips in New Ways

Companies across industries are leveraging tech from NXP, MaxLinear and Nordic Semiconductor on automotive UWB, accelerated OpenZFS storage, and low-power Bluetooth Mesh sensing.

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scmp.com /1 month ago

To win the chip war, China needs a multinational strategy

Nvidia’s H200 chips, a step down from its most advanced Blackwell line, have resumed imports into China, albeit in small quantities. Meanwhile, China’s chip exports nearly doubled...

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cryptobriefing.com /1 month ago

Strategy CEO Phong Le compares company to Nvidia in digital assets

Strategy's dominance in Bitcoin could reshape digital asset markets, positioning it as a pivotal player akin to JPMorgan in finance. The post Strategy CEO Phong Le compares company...

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seekingalpha.com /1 month ago

Sorting Out Semiconductor Valuations

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electronicsforu.com /1 month ago

India’s Semiconductor Gold Rush: Where Are Investors Placing Their Bets?

Beyond manufacturing, India’s semiconductor ecosystem is attracting a new wave of investors. Which parts of the value chain are drawing the most capital, and where do the biggest o...

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fool.com /1 month ago

Astera Labs vs. Navitas Semiconductor: What the Revenue Trajectories of These Artificial Intelligence Companies Reveal t...

Astera Labs has grown revenue four-fold in eight quarters while Navitas has shrunk 58%, widening a gap that may signal diverging market positions.

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seekingalpha.com

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scmp.com

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chargedevs.com

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cryptobriefing.com

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electronicsforu.com

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