Semiconductor News & Analysis Feed
10674 articles
2026-07-01
digitimes.com
2026-07-01
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.
2026-07-01
digitimes.com
2026-07-01
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-07-01
news.google.com
2026-07-01
Memeburn
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
__fail__
2026-07-01
www.investors.com
2026-07-01
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.
2026-07-01
www.investors.com
2026-07-01
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.
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Micron
CEO Sanjay Mehrotra said Tuesday that memory chipmakers aren’t the only ones to blame for the current supply-and-demand imbalance, which has recently led to price hikes for smartphones, computers and other consumer electronics.
Customers who drove a hard bargain in pricing in recent years also contributed to the squeeze, Mehrotra argued, suggesting that left the industry underinvested for
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
__fail__
2026-07-01
www.thelec.net
2026-07-01
thelec.net
Infineon's AIROC UWB TSL100 series for automotive, industrial, and consumer applications. (Source: Infineon Technologies)
Infineon Technologies AG announced that it has launched its AIROC UWB TSL100 series of ultra-wideband (UWB) semiconductor chips for secure location and access control applications, including vehicle digital keys.
UWB is a wireless communication technology that utilizes a wid
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500's daily gain of 0.79%. Elsewhere, the Dow
2026-07-01
beth-kindig.medium.com
2026-07-01
Beth Kindig – Medium
Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
Beth Kindig
Follow
17 min read
·
Jul 1, 2026
Press enter or click to view image in full size
This article was originally published on I/O Fund on June 26, 2026
In less than a year’s time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective.
M
2026-07-01
www.barchart.com
2026-07-01
Barchart.com
Engineer holding computer microchip by LIGHTFIELD STUDIOS via Adobe Stock
A class-action lawsuit filed on June 25 in a U.S. court has named Micron Technology (MU), Samsung Electronics, and SK Hynix in an anti-trust case over alleged DRAM price fixing. The claim is that these three companies, which control most of the global DRAM market, cut back production of older DDR3 and DDR4 chips while shif
2026-07-01
www.investing.com
2026-07-01
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-07-01
www.theregister.com
2026-07-01
The Register
SYSTEMS
Qualcomm's proposed solution to catch up in AI infra: Bury the compute under the DRAM
With its next-gen AI accelerators, the SoC vendor aims to fly high above the memory wall
Tobias Mann
Systems editor
4
Published Tue 30 Jun 2026 // 20:25 UTC
Qualcomm is finally getting serious about AI infrastructure, but its push into the datacenter hinges on the success of an ambitious near-memory c
2026-07-01
appleinsider.com
2026-07-01
AppleInsider
appleinsider.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a17bc54a7f5253d8
Performance and Security by Cloudflare
Privacy
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Infineon, Named
Infineon Named Company to Beat in AI Data Center Power Chips as Shares Surge 114% YTD
Veröffentlicht: 30.06.2026 um 22:13 Uhr, Redaktion boerse-global.de
Gartner names Infineon top AI data center power semiconductor player. Stock surges 114% YTD, with €2.5B AI revenue target for FY2027 and new gate driver launch.
Infineon - Infineon Named Company to Beat in AI Data Center Power C
2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Nvidia (NVDA) Teams With Palantir To Bring Sovereign AI To Government
Bailey Pemberton
30 June 2026 3 min read
NVDA
+0.71%
PLTR
+1.38%
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
NVIDIA and Palantir announced a new initiative to deliver secure, sovereign AI infrastructure for U.S. government and critical industries.
The coll