Semiconductor News & Analysis Feed

868 articles
2026-06-26
www.msn.com 2026-06-26 MSN
Who raised prices?: Apple lifted MacBook and iPad prices by up to $300, while Microsoft will raise Xbox prices by $100–$150 in August. Why the increases?: Both companies cite soaring memory and storage chip costs, quadrupling since 2025 due to AI server demand. What’s next?: IDC predicts iPhone 18 Pro models could cost $200 more, with further hikes possible if shortages persist. Beginning of di
2026-06-26
www.quiverquant.com 2026-06-26 Quiver Quantitative
New AI Systems Launched: Social media lit up as Applied Materials unveiled advanced chipmaking equipment designed to boost DRAM and packaging for AI applications. Investors highlighted the company's focus on overcoming the memory wall in high-performance computing. The announcement drove immediate gains in the stock. Market Rally Ignites: Discussion turned sharply positive amid a broader semicond
2026-06-26
timesofindia.indiatimes.com 2026-06-26 The Times of India
The TOI Business Desk is a vigilant and dedicated team of journalists committed to delivering the latest and most relevant business news from around the world to readers of The Times of India. The primary focus of the TOI Business Desk is to keep a watchful eye on the global business landscape, covering a wide spectrum of industries, markets, economic trends, in-depth analysis, exclusive reports a
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Micron Shockwave Sends This AI Chip Stock Soaring Nauman Khan Thu, June 25, 2026 at 10:16 AM PDT 1 min read SSNLF 0.00% This article first appeared on GuruFocus. SK Hynix (HXSCL) shares climbed more than 15% on Thursday after the South Korean chipmaker outlined plans for a U.S. listing and got a lift from stronger-than-expected results at Micron (NASDAQ:MU), SK Hynix said it plans to issue 17.7
2026-06-26
easternherald.com 2026-06-26 The Eastern Herald
OpenAI and Broadcom Unveil Jalapeño, a Custom AI Chip Claiming Half the Inference Cost OpenAI says its new custom chip cuts inference costs by 50%. The company has not published the benchmarks to prove it. BY TECHNOLOGY DESK JUNE 25, 2026 OpenAI CEO Sam Altman and Broadcom CEO Hock Tan at the Jalapeño chip announcement. [Image Source: CNBC] Share this SAN FRANCISCO – The most expensive part of r
2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
Micron's $50 Billion Forecast Sends AI Chip Trade Higher Khac Phu Nguyen Thu, June 25, 2026 at 7:56 AM PDT 2 min read MU +14.34% Trade MU on Coinbase Trading disclosure This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares jumped in premarket trading after the company issued a fiscal fourth-quarter forecast that came in well ahead of Wall Street expectations. The largest
2026-06-25
qz.com 2026-06-25 qz.com
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2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
Micron's 19% Rally Sends AI Chip Stocks Surging Khac Phu Nguyen Thu, June 25, 2026 at 6:52 AM PDT 1 min read MU +13.46% SMH +1.69% WDC +5.50% SNDK +15.44% STX +3.35% Explore stocks on Coinbase Trading disclosure This article first appeared on GuruFocus. Semiconductor stocks are pushing higher in early trading as Micron Technology (NASDAQ:MU) gave investors another reason to believe the AI chip c
2026-06-25
www.investing.com 2026-06-25 Investing.com
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2026-06-25
www.datacenterknowledge.com 2026-06-25 Data Center Knowledge
IBM’s NanoStack transistor platform promises to extend chip scaling beyond nanosheets, offering improvements in AI performance, memory density, and energy efficiency. IBM has developed what it calls the world’s first sub-1-nanometer semiconductor technology, unveiling a new transistor architecture designed to extend chip scaling as AI workloads drive demand for more compute and greater energy eff
2026-06-25
www.manilatimes.net 2026-06-25 The Manila Times
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips A new epitaxy system optimized for DRAM fabs adds a critical logic-class step-boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
www.marketscreener.com 2026-06-25 marketscreener.com
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2026-06-25
www.globenewswire.com 2026-06-25 GlobeNewswire
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips A new epitaxy system optimized for DRAM fabs adds a critical logic-class step—boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
news.google.com 2026-06-25 Stock Titan
2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips Applied Materials, Inc. Thu, June 25, 2026 at 6:00 AM PDT 6 min read AMAT -3.33% Trade AMAT on Coinbase Trading disclosure Applied Materials, Inc. Innovations spanning DRAM and advanced packaging enable the
2026-06-25
www.forbes.com 2026-06-25 Forbes
LEADERSHIP EDITORS' PICK Forbes Daily: AI Chip Giant SK Hynix Plans A $29 Billion Nasdaq Debut Today’s Forbes Daily covers Elon Musk’s short-lived trillionaire run, Micron soars, gold and silver reach seven-month lows, bipartisan housing bill in doubt and more. ByDanielle Chemtob, Forbes Staff andForbes Daily, Forbes Staff. Follow Authors Jun 25, 2026, 07:43am EDT Elon Musk’s first run as th
2026-06-25
www.msn.com 2026-06-25 MSN
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2026-06-25
www.barrons.com 2026-06-25 Barron's
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2026-06-25
www.barrons.com 2026-06-25 Barron's
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2026-06-25
fortune.com 2026-06-25 Fortune
Good morning. Today’s word of the day is “adversarial distillation,” which Anthropic accuses Alibaba of doing to its AI models in a new letter to U.S. lawmakers. Alibaba allegedly accessed Anthropic’s Claude for three months to illicitly extract its capabilities in a presumed bid to train Alibaba’s rival AI chabot, Qwen, at a fraction of the cost. We’re not talking about a handful of times here: