Semiconductor News & Analysis Feed

176 articles
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.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
digitimes.com 2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
digitimes.com 2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
timesofsandiego.com 2026-06-25 Times of San Diego
Qualcomm President and CEO Cristiano Amon speaks on Wednesday. (Photo from Qualcomm live stream) Qualcomm‘s stock rose as much as 15% in after-hours trading Wednesday after it announced a deal to supply Facebook-parent Meta with AI chips. The San Diego-based wireless pioneer said its new Dragonfly C1000 chip will power Meta’s next generation of data centers. “We’re excited to continue partnerin
2026-06-25
wtvbam.com 2026-06-25 WTVB
June 24 (Reuters) – Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market ​for AI data center chips. Analysts expect the San Diego-based ‌company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure
2026-06-25
www.bloomberg.com 2026-06-25 Bloomberg
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2026-06-25
www.reuters.com 2026-06-25 Reuters
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2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar FILE PHOTO: China International Import Expo in Shanghai · Reuters Anhata Rooprai and Stephen Nellis Wed, June 24, 2026 at 11:11 AM PDT 3 min read QCOM -3.29% ARM -2.00% Explore stocks on Coinbase Trading disclosure By Anhata Rooprai and Stephen Nellis June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-24
www.axios.com 2026-06-24 Axios
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2026-06-24
capacityglobal.com 2026-06-24 capacityglobal.com
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2026-06-24
www.investing.com 2026-06-24 Investing.com
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2026-06-24
www.reuters.com 2026-06-24 Reuters
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2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports Illustration of Nvidia logo · Reuters Reuters Tue, June 23, 2026 at 5:25 PM PDT NVDA -0.06% Trade NVIDIA on Coinbase Trading disclosure June 23 (Reuters) - Nvidia's ‌AI ‌chips have more ​than doubled in price ‌on ⁠China's black market, ⁠the ​Financial ​Times reported ​on ‌Tuesday, citing multiple Chinese chip traders. R
2026-06-24
www.ft.com 2026-06-24 Financial Times
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2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips Bailey Pemberton Tue, June 23, 2026 at 1:11 PM PDT 2 min read AMAT -8.48% Trade AMAT on Coinbase Trading disclosure Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-22
news.google.com 2026-06-22 Stock Titan
2026-06-20
www.igorslab.de 2026-06-20 igor´sLAB
LATEST NEWS SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips 20. June 2026 06:00Samir Bashir 📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-19
finance.yahoo.com 2026-06-19 Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips Rich Duprey Fri, June 19, 2026 at 8:32 AM PDT 4 min read AMZN -4.75% NVDA -0.97% AMD +2.65% Explore stocks on Coinbase Trading disclosure Quick Read Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia. AWS's 28% global clo