Semiconductor News & Analysis Feed
9676 articles
2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Jeong Du-yong
Published 2026.06.25. 12:34
Global DRAM market share trend. /Courtesy of Counterpoint Research
In the global memory market, Samsung Electronics kept the No. 1 spot in DRAM and NAND flash. SK hynix maintained the lead in the high bandwidth memory (HBM) market with a majority share. Chinese companies increased their shares in DRAM and NAND, speeding up the chase.
According to mem
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Shares of memory specialist Micron Technology (
MU
1.32%
) jumped about 16% in after-hours trading on Wednesday, climbing from about $1,049 at Wednesday's close to about $1,215, after the company reported a fiscal third quarter that topped even the most optimistic expectations on Wall Street.
The move snaps a fear-driven artificial intelligence (AI) sell-off that had weighed on chip stocks earlie
2026-06-25
kfgo.com
2026-06-25
The Mighty 790 KFGO
By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) – South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology’s quarterly results and forecast beat expectations, boosting optimism over AI-driven chip shortages.
South Korea’s SK Hynix also said on Wednesday it plans to raise up to $29.4 billion through a U.S. stock market listing, boosting inves
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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Get the most important global
2026-06-25
www.kedglobal.com
2026-06-25
KED Global
Samsung agrees to supply HBM4 to AMD; wider AI chip foundry alliance under discussion
Jun Young-hyun (left), head of Samsung’s device solutions division, and AMD CEO Lisa Su pose for a photo after signing an HBM4 chip supply MOU on March 18, 2026 Samsung Electronics Co. has agreed to supply its latest high-bandwidth memory chips to Advanced Micro Devices Inc. (AMD) –
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Korean chip shares surge on Micron's blowout earnings, SK Hynix's US listing plan
Heekyong Yang and Hyunjoo Jin
Wed, June 24, 2026 at 5:19 PM PDT 2 min read
005930.KS
+5.29%
000660.KS
+13.06%
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) - South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technol
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi and Semtech Shares Are Falling, What You Need To Know
Weixin Lin
Wed, June 24, 2026 at 5:16 PM PDT 4 min read
000660.KS
+10.04%
ON
-1.13%
SMTC
-2.94%
MU
-0.31%
005930.KS
+5.58%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spen
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
digitimes.com
2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
digitimes.com
2026-06-25
IC design firms are scrambling to expand their partner networks as tight packaging and testing capacity remain the most pressing bottleneck in the supply chain. Companies in Taiwan, Europe, and the US say the shortage is worse than expected, pushing packaging, testing, and related materials into broader supply constraints.
2026-06-25
digitimes.com
2026-06-25
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g