Semiconductor News & Analysis Feed
9661 articles
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
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2026-06-26
www.cnbc.com
2026-06-26
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2026-06-26
english.ratopati.com
2026-06-26
Ratopati
Kathmandu. With the rapid expansion of artificial intelligence (AI) technology and the shortage of memory and storage chips, American technology company Apple has increased the prices of its popular products.
The company has increased the price of the entry-level MacBook Neo from 599 US dollars to 699 dollars with immediate effect. Similarly, the price of the cheapest iPad has been increased from
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Beats Meta in Market Cap: Can It Catch Nvidia Next?
Darryn Pollock
Thu, June 25, 2026 at 10:59 PM PDT 3 min read
MU
+0.79%
NVDA
+2.63%
META
+0.12%
TSLA
+2.13%
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Trading disclosure
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla's market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% y
2026-06-26
beincrypto.com
2026-06-26
BeInCrypto
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla’s market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% year over year to $41.5 billion.
The result sent shares up 18.4% to $1,236, giving Micron a market capitalization of $1.398 trillion. Meta sat at $1.392 trillion. Tesla held just above at $1.4 trillion. It was the
2026-06-26
www.indexbox.io
2026-06-26
IndexBox
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2026-06-26
www.tradingview.com
2026-06-26
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Stocktwits
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Why Did MU, AAL, AMAT Stocks Surge To 52-Week Highs?
Why Did MU, AAL, AMAT Stocks Surge To 52-Week Highs?
3 min read
MU
+15.74%
AAL
+0.75%
AMAT
+13.42%
KEY POINTS:
MU stock soared nearly 16% on continued optimism following its strong third-quarter results.
AAL stock closed up 0.77% amid declining oil prices following easing of geopolitical tensions in the Middle East, as well
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Is Applied Materials (AMAT) Quietly Rewiring Its AI Moat With New DRAM And Packaging Tools?
Sasha Jovanovic
Thu, 25 June 2026 at 8:19 pm GMT-7 3 min read
AMAT
+13.42%
In recent days, Applied Materials introduced a new epitaxy system for DRAM, plus CMP, deposition and eBeam tools aimed at advanced 3D packaging and high-bandwidth memory to support next-generation AI chips.
This push ties front-end
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Applied Materials (AMAT) Launches New Chipmaking Systems, Soars to All-Time High
Angelica Ballesteros
Thu, June 25, 2026 at 8:07 PM PDT 2 min read
AMAT
+13.42%
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Applied Materials Inc. (NASDAQ:AMAT) is one of the 9 Stocks Winning by Double Digits.
Applied Materials climbed to a new all-time high on Thursday, as investors cheered its launch of a lineup of c
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
QCOM
+3.84%
NVDA
-1.59%
INTC
+0.73%
AMD
+2.60%
AVGO
-0.83%
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Image from Pixabay
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
www.trefis.com
2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun
2026-06-26
wccftech.com
2026-06-26
Wccftech
Micron says that it has locked in 16 memory customers in an unbreakable agreement, hinting that high prices will continue for several years.
Memory prices for all sorts of DRAM components, including LPDDR, DDR, and HBM, are sky-high. This is due to the huge demand for memory generated by the booming AI segment. DRAM makers have been unable to keep up with demand for AI, and things are even worse
2026-06-26
www.trefis.com
2026-06-26
Trefis
After A Large Run, Is Applied Materials Stock A Bet On AI’s Future or Yesterday’s News?
June 25th, 2026 by Trefis Team
-62.96%
Downside
668
Market
247
Trefis
AMAT
Applied Materials
The chip-equipment giant is at the center of an AI-fueled boom with unprecedented demand, but you’ll pay a steep premium for a stock whose biggest risk may be its own supply chain.
If you want to understand Applied Ma
2026-06-26
news.google.com
2026-06-26
EE Times Asia
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in...
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2026-06-26
digitimes.com
2026-06-26
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in a semiconductor ecosystem moving toward manufacturing scale.
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-26
digitimes.com
2026-06-26
GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation semiconductor technologies aimed at robotics, autonomous systems, and AI-driven infrastructure.