Semiconductor News & Analysis Feed

1023 articles
2026-06-23
digitimes.com 2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
digitimes.com 2026-06-23
Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and that the era of chip inflation has arrived.
2026-06-23
digitimes.com 2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com 2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
digitimes.com 2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
www.networkworld.com 2026-06-23 Network World
Dell and Super Micro each unveiled new AI servers as part of Nvidia's Vera Rubin rollout. Credit: AntonKhrupinArt / Shutterstock Dell’s new high-end Nvidia-based server is a centerpiece for its integrated AI platform aimed at enterprise customers with major AI infrastructure plans. The Dell PowerEdge XE8812, with its core Nvidia Vera Rubin NVL4 architecture, scales up to 144 GPUs per rack and w
2026-06-23
tech.yahoo.com 2026-06-23 Yahoo Tech
TechComputing Infineon launches AWS-based platform for automotive MCU evaluation Just Auto GlobalData Add us on Google UpdatedTue, June 23, 2026 at 2:11 AM GMT+8 Two workflows are available through the system. Credit: Infineon Technologies AG Infineon Technologies has introduced a cloud-based platform for virtual evaluation of its automotive microcontroller units (MCUs), powered by Amazon Web Ser
2026-06-23
www.tradingview.com 2026-06-23 TradingView
News / Zacks / Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach? Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach? 3 min read MU −13.18% Micron Technology MU) has been one of the elite performers in the semiconductor space over the past year, fueled by surging demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM) products. With the m
2026-06-23
www.semiconductor-today.com 2026-06-23 Semiconductor Today
ASML, TSMC and imec present 300mm integration route for industry-ready 2D-material-based transistors In partnership with equipment provider Advanced Semiconductor Materials Lithography (ASML) of Veldhoven, The Netherlands and foundry Taiwan Semiconductor Manufacturing Corp (TSMC), nanoelectronics research center imec of Leuven, Belgium has presented a novel, robust and scalable 300mm integration
2026-06-23
www.zacks.com 2026-06-23 Zacks Investment Research
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2026-06-23
www.just-auto.com 2026-06-23 Just Auto
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2026-06-23
www.engineering.com 2026-06-23 Engineering.com
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2026-06-22
www.therobotreport.com 2026-06-22 The Robot Report
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2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters Talha Qureshi Mon, June 22, 2026 at 7:12 AM PDT 2 min read NVDA -3.32% 9984.T -10.09% Trade NVIDIA on Coinbase Trading disclosure ​NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
www.timothysykes.com 2026-06-22 timothysykes.com
Micron Technology Inc. stocks have been trading up by 6.05 percent after bullish AI-memory demand forecasts lifted investor optimism. Live Update At 09:20:57 EDT: On Monday, June 22, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending up by 6.05%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below. MU has turned into a classic mome
2026-06-22
timestech.in 2026-06-22 TimesTech
BuzzProducts News Infineon launches cloud-based virtual platform powered by AWS to accelerate automotive microcontroller evaluation By TimesTech - June 22, 2026 0 205 Infineon Technologies AG is collaborating with Amazon Web Services (AWS) to accelerate microcontroller (MCU) evaluation to shorten development cycles for automotive systems. As part of this collaboration, Infineon is launching a c
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
The AI Boom Is Entering A New Phase -- And Nvidia May Not Be The Biggest Winner Leo Sun, The Motley Fool Mon, June 22, 2026 at 3:21 AM PDT 3 min read NVDA -0.97% Trade NVIDIA on Coinbase Trading disclosure Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large
2026-06-22
www.fool.com 2026-06-22 The Motley Fool
Nvidia ( NVDA 1.13% ), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large language models (LLMs), and it locks in its customers with its proprietary software. From fiscal 2022 to fiscal 2026 (which ended this January), Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respe
2026-06-22
www.marketbeat.com 2026-06-22 MarketBeat
16,480 Shares in NVIDIA Corporation $NVDA Purchased by S Harris Financial Group LLC Written by MarketBeat June 22, 2026 Image from MarketBeat Media, LLC. KEY POINTS S Harris Financial Group LLC opened a new position in NVIDIA in Q4, buying 16,480 shares valued at about $3.07 million. NVIDIA now makes up roughly 2.9% of the firm’s portfolio. Wall Street remains broadly bullish on NVIDIA, with analy
2026-06-22
www.marketbeat.com 2026-06-22 MarketBeat
BSN CAPITAL PARTNERS Ltd Purchases Shares of 2,506,427 NVIDIA Corporation $NVDA Written by MarketBeat June 22, 2026 Image from MarketBeat Media, LLC. KEY POINTS BSN CAPITAL PARTNERS Ltd disclosed a new fourth-quarter stake in NVIDIA, buying 2,506,427 shares valued at about $463.5 million. NVIDIA now makes up 20.7% of the fund’s holdings, making it its largest position. Wall Street sentiment remain