Semiconductor News & Analysis Feed
705 articles
2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
digitimes.com
2026-06-25
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.
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
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-24
www.ceoinsightsasia.com
2026-06-24
CEO Insights Asia
Qualcomm is negotiating to offer chip-design services to China's ByteDance, as the US firm aims to lessen its reliance on the smartphone market, its primary revenue generator, according to reports.
If the negotiations succeed, ByteDance, the owner of the short-video app TikTok, will become one of the first clients of Qualcomm's chip-design services division.
Qualcomm is the leading provider of m
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-23
eetimes.com
2026-06-23
AI's growth is hitting an architectural wall, not just compute—discover why integration trumps raw power in this exclusive interview.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
10 Words From Apple CEO Tim Cook That Are Music to the Ears of Micron Technology Investors
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 3:20 PM PDT 3 min read
MU
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AAPL
-0.91%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) stock has been red hot over the past year amid an ongoing shortage of memory products driven by significant inves
2026-06-22
www.digitimes.com
2026-06-22
digitimes
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO...
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2026-06-22
www.globaltimes.cn
2026-06-22
Global Times
Huang Jiawei, Unitree’s Director of Marketing, told the Global Times on Wednesday the new model is set for ...
Chinese food and beverage brands’ rapid rollout of “same-style” products tied to Jensen Huang has drawn widespread attention ...
Jensen Huang, founder and CEO of NVIDIA, was spotted by netizens enjoying a bowl of traditional Beijing fried ...
Unitree Robotics has partnered with Nvidia
2026-06-22
www.gurufocus.com
2026-06-22
GuruFocus
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2026-06-22
www.kucoin.com
2026-06-22
KuCoin
Intel CEO Patrick Gelsinger stated that his return target for Intel is "a 10-fold increase within 5 to 10 years," and he is systematically rebuilding Intel’s technology roadmap around advanced packaging, novel semiconductor materials, and next-generation substrate technologies.
In a recent podcast episode, Chen Liwu detailed his roadmap for transforming Intel: after stabilizing the balance sheet
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
digitimes.com
2026-06-22
Below are the most-read DIGITIMES Asiastories from the week of June 15-21, 2026:
2026-06-22
digitimes.com
2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-21
news.google.com
2026-06-21
AOL.com
2026-06-21
news.google.com
2026-06-21
AOL.com
2026-06-21
news.google.com
2026-06-21
24/7 Wall St.