Semiconductor News & Analysis Feed
841 articles
2026-06-30
digitimes.com
2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Supermicro (SMCI) Faces Taiwan Raids In Nvidia Chip Smuggling Probe
Bailey Pemberton
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
SMCIP
-0.23%
Explore stocks on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Taiwanese authorities have raided Super Micro Computer (NasdaqGS:SMCI) offices and affiliated sit
2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
When Firefly Aerospace’s Blue Ghost Mission 1 landed on the moon in March 2025, the lander downlinked nearly 120 gigabytes of raw data back to Earth — imagery and video captured by onboard cameras that scientists are still processing today.
The company’s next lunar mission, Blue Ghost Mission 2 — targeted for launch in late 2026 — will carry Firefly’s Ocula moon imaging service, marking the first
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a175fd216d337b59 • Your IP: Click to reveal • Performance & security by Cloudflare
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung, SK Hynix, Micron face antitrust class action lawsuit
Samsung, SK Hynix, Micron face antitrust class action lawsuit · Quartz · Bloomberg / Getty Images
Cris Tolomia
June 29, 2026 2 min read
005930.KS
-7.70%
000660.KS
-6.66%
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Samsung Electronics, SK Hynix, and Micron Technology were sued on June 25 in federal court over allegations of collus
2026-06-29
www.trendforce.com
2026-06-29
TrendForce
[News] Samsung, SK hynix, Micron Face U.S. Class-Action Lawsuit Over Alleged DRAM Supply Manipulation
2026-06-29 Semiconductors editor
News
Please note that this article cites information from IT Chosun, Wccftech, and The Biz.
The world’s three largest memory chipmakers—Samsung, SK hynix, and Micron—are facing a U.S. class-action lawsuit. According to IT Chosun, 17 U.S. consumers allege
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Can Micron (MU) ’s Deal With Anthropic Cement Its Place in the AI Memory Market?
Abdul Rahman
June 29, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Micron Technology, Inc. (NASDAQ:MU) announced a strategic agreement with Anthropic covering memory and storage
2026-06-29
www.insidermonkey.com
2026-06-29
Insider Monkey
NEWS
Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race
Published on June 29, 2026 at 6:18 am by ABDUL RAHMAN in News
SHARE
Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 price target. The firm anticipates fa
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race
Abdul Rahman
June 29, 2026 2 min read
INTC
+1.54%
2330.TW
-0.81%
Trade Intel on Coinbase
Trading disclosure
Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 pr
2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
Samsung, SK Hynix, and Micron face a class-action antitrust lawsuit in California alleging coordinated capacity constraints under the guise of an HBM transition. Plaintiffs claim the memory giants restricted conventional DRAM supply to drive a 700% price surge, shifting capacity to higher-margin HBM. While the lawsuit invokes historical precedents of collusion, market analysts expect supply-demand
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-29
spacedaily.com
2026-06-29
Space Daily
We're checking if you're a real person and not an automated bad bot. Usually, the captcha below will complete itself. If it doesn't, simply click the checkbox in the captcha to verify. Once verified, you'll be taken to the page you wanted to visit.
If for some reason after verifying the captcha above, you are constantly being redirected to this exact same page to re-verify the captcha again, then
2026-06-29
www.techtimes.com
2026-06-29
Tech Times
By Adrian Parham
Published: Jun 29 2026, 5:08 AM EDT
Share on Facebook
Share on Twitter
Share on LinkedIn
Share on Reddit
Share on Flipboard
Share on Pocket
LENOVO.COM
Lenovo's AI server pipeline has swelled to $21 billion in undelivered committed orders, a figure that crystallized at MWC Shanghai 2026 as the defining number of China's AI infrastructure race — and a concrete measure of how far t
2026-06-29
www.businessinsider.com
2026-06-29
Business Insider
Nvidia's AI ambitions are officially out of this world this year, and they haven't come back down to Earth.
The AI chip giant is adding to the team behind Space-1, its first computing system designed for space. In recent weeks, the chip giant posted a second job tied to orbital data centers.
The role — for a system software principal architect — will help build software for Space-1, which the ch
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
We're checking if you're a real person and not an automated bad bot. Usually, the captcha below will complete itself. If it doesn't, simply click the checkbox in the captcha to verify. Once verified, you'll be taken to the page you wanted to visit.
If for some reason after verifying the captcha above, you are constantly being redirected to this exact same page to re-verify the captcha again, then