Shares of Silicon Laboratories Inc. surged nearly 50% after the announcement of its definitive acquisition by Texas Instruments, a move set to reshape the competitive landscape in embedded wireless connectivity.
Following the completion of its acquisition of optical interconnect firm Celestial AI, Marvell Technology (MRVL) receives a reiterated Hold rating from Benchmark. Analysts project a multi-year ramp for the new technology, with significant revenue contributions expected by fiscal 2029.
As data centers strain under AI workloads, a critical bottleneck is emerging in data transmission. Tower Semiconductor, often overlooked as a specialty foundry, is emerging as a key enabler of the pluggable optics technology set to dominate the next phase of AI infrastructure.
In a major consolidation move within the semiconductor industry, Texas Instruments has agreed to acquire Silicon Laboratories in an all-cash deal valued at approximately $7.5 billion, aiming to significantly expand its embedded connectivity offerings.
Marvell Technology's acquisition of optical interconnect specialist Celestial AI marks a significant push to capture a larger share of the booming AI data center market, aiming to integrate compute and networking under a unified architecture.
Texas Instruments is reportedly in late-stage negotiations to acquire semiconductor design firm Silicon Laboratories in a deal valued at approximately $7 billion, according to a Financial Times report that sent Silicon Labs' shares soaring.
Silicon Valley's SiTime Corp. is finalizing a landmark deal to acquire the timing device division of Japan's Renesas Electronics, a move set to reshape the semiconductor landscape for wireless and AI infrastructure.
Quantum computing firm IonQ moves to acquire semiconductor foundry SkyWater Technology and optical communications specialist Skyloom Global, aiming to create the industry's first vertically integrated quantum company and gain tighter control over its core technology stack.
NXP Semiconductors outperformed Wall Street expectations in its fourth quarter, posting $3.34 billion in revenue and providing optimistic guidance. The chipmaker highlighted improving inventory levels and strategic gains in automotive and edge AI sectors, though shares dipped post-announcement.
NXP Semiconductors (NXPI) reports Q4 2025 earnings after the bell today. With Wall Street eyeing modest growth, the chipmaker's performance in its core automotive segment—nearly 60% of revenue—will be the key test for its 2026 trajectory.
In a major consolidation move within the quantum computing sector, IonQ has announced a definitive agreement to acquire U.S.-based semiconductor foundry SkyWater Technology for $1.8 billion. The deal aims to create a domestically controlled, vertically integrated platform to speed up the development and production of advanced quantum processors, citing both technological and national security imperatives.
Sony Group has detailed ambitious plans to revitalize and expand the iconic Peanuts brand across its global music, film, and distribution networks, following its recent majority stake acquisition. The move signals a new integrated chapter for Charlie Brown and Snoopy.
Boston Scientific (NYSE: BSX) reported robust fourth-quarter and full-year 2025 results, exceeding guidance on key metrics. The medical device leader issued confident 2026 forecasts, underpinned by broad-based performance, margin expansion, and an active pipeline of tuck-in acquisitions like the pending Penumbra deal.
ASGN's Q4 2025 results underscore a deliberate pivot towards high-margin technology consulting, fueled by AI-driven demand. The company announces a unifying 'Everforth' brand, a strategic $290M acquisition, and outlines a path for growth beyond cyclical staffing headwinds.
Despite posting solid revenue growth and announcing a strategic AI security acquisition, Varonis Systems shares tumbled after its quarterly earnings guidance fell sharply short of Wall Street expectations.
Digital Realty Trust has confirmed its entry into the Malaysian market with the acquisition of the TelcoHub 1 data center in Cyberjaya. The move, set to close in the first half of 2026, includes adjacent land for future expansion and is seen as a strategic step to deepen the company's interconnectivity across Southeast Asia's growing digital economy.
While Nvidia's China sales await a regulatory green light, a deeper shift is underway. The AI boom's next phase is being constrained by power management, memory, and advanced packaging, reshaping value across the semiconductor landscape and turning mature foundries into critical enablers.
Fueled by streaming growth and a series of high-profile catalog acquisitions, Reservoir Media posted strong Q3 results and lifted its full-year guidance, signaling confidence in its diversified rights strategy.
Aerospace supplier TransDigm Group kicked off fiscal 2026 with robust earnings, exceeding expectations and raising its full-year guidance. The company also announced a flurry of acquisitions totaling over $3.2 billion, signaling aggressive growth in proprietary aerospace components and aftermarket parts.
Despite a recent earnings beat, Skyworks Solutions shares have significantly underperformed both the broader market and its semiconductor peers over the past year. Analysts remain largely on the sidelines with a 'Hold' consensus, even as price targets suggest a wide range of potential outcomes.
