Semiconductor News & Analysis Feed
9681 articles
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-25
digitimes.com
2026-06-25
OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.
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
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
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
timesofsandiego.com
2026-06-25
Times of San Diego
Qualcomm President and CEO Cristiano Amon speaks on Wednesday. (Photo from Qualcomm live stream)
Qualcomm‘s stock rose as much as 15% in after-hours trading Wednesday after it announced a deal to supply Facebook-parent Meta with AI chips.
The San Diego-based wireless pioneer said its new Dragonfly C1000 chip will power Meta’s next generation of data centers.
“We’re excited to continue partnerin
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Memory chip maker Micron Technology Inc. more than quadrupled its revenue growth in the most recent quarter as it continued to benefit from surging demand linked to the artificial intelligence industry.
The company reported third-quarter earnings before certain costs such as stock compensation of $25.11 per share, crushing Wall Street’s target of $20.78 by a wide margin. Revenue for the period su
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.msn.com
2026-06-25
MSN
Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifically to run inference for large language models.
Broadcom shares inched up 0.5% during early market trading on Wednesday.
OpenAI designed the chip, while partners Broadcom (AVGO) and Celestica (CLS) helped industrialize the platform through chip implementation, board, rack
2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Semiconductors/NasdaqGS:SMTC
Micron Stock Volatility Puts These Semiconductor Stocks On Watchlists
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron Technology is back in the spotlight, with its upcoming earnings and new exposure through the leveraged Roundhill T-REX 2X Long DRAM Daily Target ETF putting fresh attention on semiconductor stocks. When tra
2026-06-25
www.thelec.net
2026-06-25
thelec.net
(Photo: SK hynix)
SK hynix said on June 24 that it has filed a registration statement for the issuance of American Depositary Receipts (ADRs) as part of its planned listing on the Nasdaq Stock Market. The company plans to issue up to 17.79 million common shares through a third-party allotment, equivalent to approximately 2.5% of its outstanding shares. The total offering size is estimated at 45.4
2026-06-25
www.marketwatch.com
2026-06-25
MarketWatch
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.thetimes.com
2026-06-25
The Times
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2026-06-25
www.investopedia.com
2026-06-25
Investopedia
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2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall.
At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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