Semiconductor News & Analysis Feed
324 articles
2026-07-02
www.bangkokpost.com
2026-07-02
Bangkok Post
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2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
The individuals were charged with fraud and money laundering for breaking U.S. export controls, even though they do not legally apply in Singapore.
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.digitaltoday.co.kr
2026-07-02
디지털투데이
AI & Enterprise
Qualcomm unveils 'High Bandwidth Compute' as HBM alternative, enters AI chip race
AI Summary
Qualcomm is stepping up its return to the data centre AI chip market with a new memory architecture using LPDDR instead of high-bandwidth memory (HBM). It unveiled High Bandwidth Compute and plans to launch its AI250 inference accelerator in mid-2027. Qualcomm says the near-memory design c
2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
www.techradar.com
2026-07-02
TechRadar
Pro
Qualcomm High Bandwidth Compute aims to compete with High Bandwidth Flash and Memory by stacking LPDDR just above the CPU to 'eliminate HBM tax'
News
By Rahim Amir
Published July 2, 2026
Taking the high, stacked LPDDR road?
(Image credit: ServeTheHome)
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Qualcomm i
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Nvidia reportedly abandons quad-dire Rubin Ultra GPUs in favor of dual-die Rubin Ultra due to 'manufacturing execution concerns.'
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
ABN AMRO Bank N.V. Trims Stake in Synopsys, Inc. $SNPS
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. cut its Synopsys stake by 82.2% in Q1, selling 24,615 shares and ending with 5,342 shares valued at about $2.13 million.
Synopsys executives also sold shares in June: CFO Shelagh Glaser sold 3,394 shares and CEO Sassine Ghazi sold 14,603 shares,
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.
2026-06-29
digitimes.com
2026-06-29
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Taiwan's semiconductor ecosystem has entered the race to develop a possible post-HBM memory architecture, with Powerchip Semiconductor Manufacturing Corp. (PSMC) and AP Memory appearing alongside Intel and SoftBank subsidiary SAIMEMORY in a nine-layer 3D...
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Sells 10,744 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. cut its Taiwan Semiconductor Manufacturing stake by 7.8% in the first quarter, selling 10,744 shares and ending with 127,414 shares worth about $43.4 million.
TSMC continues to attract bullish analyst atte
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Trims Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. reduced its Cadence Design Systems stake by 4.1% in the first quarter, selling 4,303 shares and ending with 101,436 shares worth about $27.78 million.
Insiders have been selling shares recently, including VP Paul Cunningham and Dir
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Published on June 28, 2026 at 12:03 am by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 25, Deutsche Bank raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) to $1,550 from $1,500. It reiterated a Bu
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Vardah Gill
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen's Top 11 Dividend Stock Picks.
Why Micron Technology, Inc.'s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum
On June 25, Deutsch