Semiconductor News & Analysis Feed
880 articles
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Unveils AI Chip Tools For 3D Memory And Packaging
June 26, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Applied Materials (NasdaqGS:AMAT) has introduced a new suite of chipmaking systems focused on advanced 3D chip architectures for AI.
The platforms target high bandwidth memory, 3D DRAM structures, advanced packaging, and pro
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
Simply Wall St
Fri, June 26, 2026 at 4:38 AM PDT 2 min read
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onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This a
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition · Simply Wall St.
Simply Wall St
26 June 2026 2 min read
ON
+3.80%
SYNA
+3.92%
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
www.barrons.com
2026-06-26
Barron's
__fail__
2026-06-26
www.msn.com
2026-06-26
MSN
Who’s raising prices?: Apple and Microsoft are hiking prices on iPads, MacBooks, and Xbox consoles due to surging memory and storage chip costs.
Why now?: AI data centres are consuming most of the global memory supply, leaving less for consumer electronics and pushing prices higher.
How long will it last?: Micron expects shortages to persist beyond 2027, meaning continued supply pressure and pot
2026-06-26
www.msn.com
2026-06-26
MSN
Tech giants raise prices: Apple and Microsoft announced significant price hikes for Macs, iPads, and Xbox consoles, citing soaring memory costs linked to AI demand.
AI drives chip shortage: Major memory producers are shifting supply to AI data centres, creating shortages and pushing up costs for consumer electronics manufacturers.
Long road to relief: Micron expects shortages to last through 202
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 10:39
Product image of the new FC Bonder 3.5 for artificial intelligence (AI) system semiconductors from ##HANMI Semiconductor##./Courtesy of ##HANMI Semiconductor##
HANMI Semiconductor said on the 26th it launched new equipment for artificial intelligence (AI) system semiconductors, the "FC Bonder 3.5" (Flip Chip Bonder 3.5). The company plans to supply th
2026-06-26
www.bizjournals.com
2026-06-26
The Business Journals
www.bizjournals.com
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2026-06-26
www.bizjournals.com
2026-06-26
The Business Journals
www.bizjournals.com
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2026-06-26
digitimes.com
2026-06-26
Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.
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]
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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%
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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%
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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