Semiconductor News & Analysis Feed
614 articles
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.msn.com
2026-06-23
MSN
What’s changing: Tim Cook says Apple can no longer absorb soaring memory costs and will raise device prices, potentially within weeks.
Why it matters: A global chip shortage, fuelled by AI data centre demand, has quadrupled DRAM and NAND prices, pressuring margins across the tech industry.
Who’s affected: Analysts expect price hikes for current iPhones, Macs, and iPads, with the iPhone 18 Pro po
2026-06-23
geekculture.co
2026-06-23
Geek Culture
FEATURETECH
Get Ahead Of The Curve With ROG’s 2026 Gaming Laptops With NVIDIA GeForce RTX 50 Series GPU, Powered By Blackwell & AI
Si JiaJune 23, 20265 min read
As an industry giant in the PC gaming space, Republic of Gamers (ROG) has had front-row seats to technological advancements over the years, itself often contributing to faster processing, higher frame rates, enhanced visuals, and more.
2026-06-23
digitimes.com
2026-06-23
Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
2026-06-23
digitimes.com
2026-06-23
Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-13.18%
ANTH.PVT
SNDK
-13.64%
WDC
-8.45%
000660.KS
-12.47%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Few stocks have been as exciting to invest in as Micron Technology (
MU
13.08%
) has over the past few months. Sky-high demand for memory chips has driven Micron's revenue and earnings to swell, resulting in unprecedented business growth. On June 24, investors will get another update on the strength of the business, and the odds are good that Micron will report even greater demand for memory chips
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Qualcomm's QCT Segment Sustain Growth Amid Handset Weakness?
Zacks Equity Research
Mon, June 22, 2026 at 8:39 AM PDT 3 min read
QCOM
-8.01%
AMD
-5.76%
NVDA
-4.13%
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Trading disclosure
Qualcomm Incorporated QCOM generated $9.08 billion in revenues in the Qualcomm CDMA Technologies (QCT) segment during the second quarter of 2026. Revenues declined 4% year over year. QCT
2026-06-22
eciks.org
2026-06-22
eciks.org
Micron stock hits record as AI memory demand accelerates
Published on 22 June 2026 at 10:56 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 163 times
© Micron stock hits record as AI memory demand accelerates
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Micron Technology stock hit an all-time closing high of $1,133.99 on June 18, 2026, as artificial intelligence memory demand continues to accelerate far
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-12.76%
ANTH.PVT
SNDK
-13.71%
WDC
-8.73%
000660.KS
-12.47%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-22
tomshardware.com
2026-06-22
Mark Tyson
id Software’s Quake remains an influence on online gaming and 3D graphics to this day.
2026-06-22
blockonomi.com
2026-06-22
Blockonomi
blockonomi.com
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-11.17%
ANTH.PVT
SNDK
-12.79%
WDC
-8.11%
000660.KS
-12.47%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
www.trtworld.com
2026-06-22
TRT World
The market value of South Korean chipmaker SK Hynix briefly topped that of peer Samsung Electronics on Monday to make it the country's most valuable firm.
Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7 percent to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4 percent in Samsung Electr
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
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Quartr
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LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
Less than 1 min read
LPK
−6.05%
The conference highlighted leadership in laser-based advanced packaging, with LIDE technology driving defect-free glass structuring for next-gen chips. D
2026-06-22
www.datacenterdynamics.com
2026-06-22
Data Center Dynamics
A new GPU-as-a-Service provider has launched in the US.
Dubbed Mantle DC, the company launched its offering last week, announcing it had 144 Blackwell GPUs "live and ready" on LinkedIn.
– Mantle DC via LinkedIn
According to the company, its offering has been in the works for just five months.
"In January, we assembled the engineering team. In February, we finalized the data center design. In M