Semiconductor News & Analysis Feed
185 articles
2026-06-24
biz.chosun.com
2026-06-24
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.24. 15:46
As competition for leadership in artificial intelligence (AI) chips intensifies, the global semiconductor industry is throwing itself into a battle to secure Korean engineers. With a prolonged shortage of high bandwidth memory (HBM) supply, the market value of Korean talent with mass-production and Production yield stabilization experience is soaring.
2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
2026-06-24
www.digitimes.com
2026-06-24
digitimes
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-22
www.investopedia.com
2026-06-22
Investopedia
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2026-06-22
technode.global
2026-06-22
TNGlobal
Gobi Partners has invested in GreatAsic through multiple funds, including Gobi Dana Impak Ventures, a fund backed by Khazanah Nasional Berhad through Dana Impak, as part of GreatAsic‘s recently closed $6.9 million Pre-Series A round led by Vertex Ventures Southeast Asia and India.
In a statement of Monday, Malaysia-based venture capital firm Gobi Partners said the investment supports Dana Impak’s
2026-06-22
drrobertcastellano.substack.com
2026-06-22
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Why Revenue Alone Misleads Semiconductor Equipment Investors
Applied Materials has the industry's broadest equipment portfolio, but ASML and KLA show that leadership depends on dominating the right segments, not simply selling into more of them.
DR. ROBERT CASTELLANO
JUN 22, 2026
∙ PAID
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What’s in This Article
Why revenue alone is misleading
Applied Materials’ broad product family base
Tabl
2026-06-21
ts2.tech
2026-06-21
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:AVGO·NASDAQ:INTC·NASDAQ:MU·NASDAQ:NVDA·NVIDIA·STOCK MARKET
2 MINS READ
NVIDIA HEADS INTO HOLIDAY WEEK AS AI STOCKS EYE MICRON TEST
BY SHAN AHMED KHAN
New York, June 21, 2026, 11:01 AM EDT
Nvidia finished Thursday at $210.69, up 2.95%. That was its last close before Nasdaq shut for the June 19 Juneteenth holiday.
Nasdaq picked up 2.43% for the shorten
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-19
eetimes.com
2026-06-19
Small in size but outsized in influence, Taiwan has become a linchpin of the global semiconductor supply chain.
2026-06-19
news.google.com
2026-06-19
EE Times
2026-06-19
www.digitimes.com
2026-06-19
digitimes
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2026-06-19
www.investors.com
2026-06-19
Investor's Business Daily
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2026-06-18
www.ad-hoc-news.de
2026-06-18
AD HOC NEWS
Infineons, Tailwinds
Infineon's AI Tailwinds vs. Valuation Headwinds: Stock Hovers at Crossroads
18.06.2026 - 13:34:30 | boerse-global.de
Infineon shares surged 5.65% after a dip, driven by AI demand signals from SK Hynix and BE Semiconductor, but remain below record highs as valuation and seasonal headwinds persist.
Infineons - Infineon's AI Tailwinds vs. Valuation Headwinds: Stock Hovers at Cr
2026-06-18
futurumgroup.com
2026-06-18
The Futurum Group
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2026-06-17
roadtovr.com
2026-06-17
Road to VR
Courtesy Qualcomm
Qualcomm’s New Snapdragon Chip Paves the Way for More Compact XR Headsets and Glasses
SCOTT HAYDEN
June 17, 2026
4
Qualcomm announced at Augmented World Expo (AWE) Snapdragon Reality Elite, a new processor which aims to slim down XR headsets and glasses of the near future.
Focusing on on-device AI, improved performance, and lower power consumption, Qualcomm says Snapdragon Real