Semiconductor News & Analysis Feed
848 articles
2026-06-22
www.digitimes.com
2026-06-22
digitimes
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has...
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2026-06-22
www.msn.com
2026-06-22
MSN
Cook confirms hikes: Tim Cook says price increases are 'unavoidable' as memory costs soar, ending Apple’s ability to shield consumers.
iPhone 18 Pro impact: Analysts project a $1,299–$1,399 starting price for the iPhone 18 Pro, up to $300 more than the iPhone 17 Pro.
Industry-wide pressure: AI-driven demand for memory chips could raise global smartphone prices by up to 20%, hitting low-end devic
2026-06-22
www.msn.com
2026-06-22
MSN
Confirmed price hikes: Tim Cook says rising memory costs make Apple product price increases 'unavoidable,' ending months of shielding customers.
Big iPhone jump: Analysts see iPhone 18 Pro starting at $1,299–$1,399, up $200–$300, with Ultra model potentially near $2,000.
AI-driven shortage: Global DRAM and NAND supplies are strained by AI data centers, pushing up costs and impacting the entire s
2026-06-22
digitimes.com
2026-06-22
The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving faster in headlines than in production lines. DIGITIMEShas been tracking the latest developments in TSMC's CoPoS advanced packaging technology, with glass core substrates emerging as the most closely watched variable in that story.
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-22
digitimes.com
2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-22
digitimes.com
2026-06-22
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced
2026-06-22
www.digitimes.com
2026-06-22
digitimes
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals...
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2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON STOCK FACES JUNE 24 EARNINGS TEST AFTER AI MEMORY RALLY AND RECORD CLOSE
BY SHAN AHMED KHAN
NEW YORK, June 21, 2026, 17:03 EDT
Micron closed Thursday at $1,133.99, up 8.7%, before Nasdaq’s Friday Juneteenth closure extended the market break into the weekend.
The June 24 fiscal third-quarter report is being tr
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:MU·NASDAQ:NVDA·NYSE:ETN·NYSE:GE·NYSE:VRT·STOCK MARKET
2 MINS READ
AI INFRASTRUCTURE STOCKS OUTPACE NVIDIA AS POWER BECOMES THE BOTTLENECK
BY MARCIN FRĄCKIEWICZ
New York, June 21, 2026, 15:32 (EDT)
GE Vernova rose 18.0%, Vertiv 10.0% and Eaton 7.8% in the four-session week, while Nvidia gained 2.7%.
U.S. regulators gave six regional grid operators 60
2026-06-22
www.barchart.com
2026-06-22
Barchart.com
A close-up shot of the Taiwan Semi logo on a corporate building by Jack Hong via Shutterstock
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may not be one single winner, as the AI ecosystem is too large and too complex for one company to dominate everything. AI is actually several massive markets stacked together.
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Why TSMC Doesn’t Even Need to Win the AI Race
Sushree Mohanty
Sun, June 21, 2026 at 12:36 PM PDT 4 min read
2330.TW
-0.80%
NVDA
-0.97%
AMZN
-4.75%
GOOGL
-4.99%
META
-2.32%
Explore stocks on Coinbase
Trading disclosure
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may not be one single winner, as the AI ecosystem i
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
SpaceX and Nvidia Each Forecast $1 Trillion in Revenue. Which Stock is the Better Buy?
Adria Cimino, The Motley Fool
Sun, June 21, 2026 at 9:25 AM PDT 4 min read
SPCX
-16.43%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial i
2026-06-22
news.google.com
2026-06-22
The Motley Fool
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
+1.92%
Trade JPM on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
news.google.com
2026-06-21
Investor's Business Daily
2026-06-21
www.cnx-software.com
2026-06-21
CNX Software
POSTED ON
JUNE 21, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - 1 COMMENT
ON SPACEMIT K3 PICO-ITX RISC-V CHASSIS KIT REVIEW – PART 2: WHAT WORKS, WHAT DOESN’T IN BIANBU OS 4.0
SpacemiT K3 Pico-ITX RISC-V Chassis Kit Review – Part 2: What works, what doesn’t in Bianbu OS 4.0
Last month, I received the SpacemiT K3 Pico-ITX Chassis Kit based on the company’s K3 16-core RISC-V SoC, and started the review wit
2026-06-21
news.google.com
2026-06-21
Let's Data Science