Semiconductor News & Analysis Feed
11733 articles
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
__fail__
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.kucoin.com
2026-06-22
KuCoin
Intel CEO Patrick Gelsinger stated that his return target for Intel is "a 10-fold increase within 5 to 10 years," and he is systematically rebuilding Intel’s technology roadmap around advanced packaging, novel semiconductor materials, and next-generation substrate technologies.
In a recent podcast episode, Chen Liwu detailed his roadmap for transforming Intel: after stabilizing the balance sheet
2026-06-22
www.businesskorea.co.kr
2026-06-22
Businesskorea
AI-driven semiconductor gains lift SK Hynix to over 98% of Samsung Electronics’ value
Samsung Electronics and SK hynix. (Photo courtesy of techovedas.com)
SK hynix is rallying consecutively, closely chasing Samsung Electronics, the bellwether of the domestic stock market.
According to the Korea Exchange on June 22, the market capitalization of SK hynix was tallied at 2,050.0884 trillion won (abo
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] TSMC Reportedly Cuts 28nm Output by Over 25% Since Early 2026 as Advanced Node Push Accelerates
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Commercial Times and Economic Daily News.
As TSMC ramps up 2nm and 3nm production, it is also accelerating the phaseout of legacy nodes. Commercial Times, citing supply chain sources, reports that
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
eu.36kr.com
2026-06-22
36 Kr
5.4 trillion, NVIDIA becomes the largest "landlord" in the AI sector, while big model giants are reduced to "computing power tenant farmers"
新智元
2026-06-22 08:42
The tide reveals the truth! After the AI giants' IPOs, who is swimming naked under the spotlight?
When the AI myth is illuminated by the ledger, the most glaring truth finally surfaces. As the tide recedes, the carnival ends. When the se
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
__fail__
2026-06-22
beincrypto.com
2026-06-22
BeInCrypto
Three catalysts are converging this week that could shift sentiment across equities, chips, and the inflation outlook. FedEx earnings, Micron’s fiscal Q3 results, and the May Personal Consumption Expenditures price index are all due in the coming days.
The combination arrives at a tense moment for markets still digesting the Iran war’s economic fallout and reassessing when the Federal Reserve mig
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] Micron Earnings Preview: Four Key Areas in Focus — HBM Progress, Capex and More
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Reuters, Investing.com, Bloomberg, STOCK Analysis and The Elec.
As Micron prepares to report its fiscal third-quarter results on June 24, investor attention is turning to whether its strong earnings and elevated
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
South Korea’s early exports rise 50% in June on semiconductor demand
AI-fueled chip demand is turning South Korea into the world's semiconductor ATM, with early June exports hitting $28.6 billion
2026-06-22
digitimes.com
2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-22
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-22
digitimes.com
2026-06-22
Taiwan's investment office, InvesTaiwan, under the Ministry of Economic Affairs, has approved expanded Taiwan investment plans from four companies, led by MSScorps, which will invest NT$1.5 billion (US$47.4 million) and is filing for the third time. The company plans to add production lines and adopt AI technology at its Hsinchu, Tai Yuen Hi-Tech Industrial Park, and Southern Taiwan Science Park (
2026-06-22
digitimes.com
2026-06-22
Below are the most-read DIGITIMES Asiastories from the week of June 15-21, 2026:
2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-22
digitimes.com
2026-06-22
In a rare public admission during an internal briefing, Park Yong-In, president of the System LSI Business of the Device Solutions (DS) Division at Samsung Electronics, expressed concern over losses in the company's system-on-chip (SoC) business. As a result, the overall system LSI business is also expected to post a loss in 2026.