Semiconductor News & Analysis Feed
104 articles
2026-06-15
ts2.tech
2026-06-15
TechStock²
14 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON SHARES DROP UNDER $1,000 ON AI MEMORY SURGE AND EARNINGS CONCERNS
BY SHAN AHMED KHAN
New York, June 14, 2026, 16:03 EDT.
Micron Technology ended the session at $981.61, off 1.43%. The Nasdaq Composite added 0.31%. S&P 500 was up 0.50%.
Goldman Sachs kept its cautious stance going into Micron’s June 2
2026-06-12
digitimes.com
2026-06-12
SK Hynix's latest fire at its Cheongju, South Korea, campus has again disrupted operations at a key memory-chip site and prompted evacuations of thousands of workers. The incident adds to a series of recent accidents, raising fresh safety concerns for semiconductor plants worldwide that depend on hazardous gases and chemicals.
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-09
eetimes.com
2026-06-09
Don’t let the bodies pile up
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Valuation Scrutiny: Market participants are closely examining ASML Holding's elevated price-to-earnings ratio amid questions over long-term earnings growth in the semiconductor equipment sector. Some highlight that recent analyst commentary questions whether current multiples align with projected demand slowdowns for advanced lithography tools.
Record High Context: Shares reached new peaks recent
2026-06-08
www.foreignpolicyjournal.com
2026-06-08
foreignpolicyjournal.com
Primax Electronics has announced a next-generation AI conference solution platform powered by Qualcomm’s (NASDAQ: QCOM) Dragonwing Edge AI processors, marking a notable expansion into enterprise workplace infrastructure.
The new system is designed to deliver AI-driven audio and video collaboration capabilities specifically tailored for hybrid meeting rooms and enterprise workplaces.
Veterans bra
2026-06-05
www.investors.com
2026-06-05
Investor's Business Daily
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2026-06-04
www.fdd.org
2026-06-04
Foundation for Defense of Democracies
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2026-06-04
www.trendforce.com
2026-06-04
TrendForce
[News] TSMC Rejects High-NA EUV Investment Concerns, Confirms Purchase for R&D Use
2026-06-04 Semiconductors editor
News
Please note that this article cites information from TechNews, Liberty Times, Tom’s Hardware, and Reuters.
As Intel advances its High-NA EUV roadmap for its A14 node, market attention has turned to TSMC’s comparatively cautious approach to the cutting-edge lithography
2026-06-04
www.cnbc.com
2026-06-04
CNBC
Printed circuit boards sit underneath almost every chip, a necessity in nearly every electronic. They make up a quiet but crucial piece of the booming artificial intelligence market, and represent a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia
and others, are made in China.
Circuit boards present all sorts of opportunities for adversaries to sneak through malici
2026-06-02
newsonair.gov.in
2026-06-02
News On AIR
News On AIR | June 2, 2026 10:04 AM
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US Senators Raise Concern Over AI Chip Export Control Loopholes Benefiting China
United States Senators have raised concerns over AI Chip Export Controls. Two senior Democratic senators have accused the Trump administration of leaving a loophole in US export controls that may have allowed most advanced American AI chips to reach Chinese companies, potentiall
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-01
www.koreatimes.co.kr
2026-06-01
The Korea Times
Hyundai Mobis, Hyundai Motor's auto parts affiliate, said Monday a fire broke out at its parts plant in India, raising concerns about potential disruptions to supplies for Hyundai Motor and Kia manufacturing facilities in the country.
The fire occurred Sunday afternoon at its Chennai plant, in southeastern India, destroying one of the facility's buildings that produces automotive electronics comp
2026-06-01
news.google.com
2026-06-01
Crypto Briefing
2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
Law enforcement agencies are warning that protests over AI and data centers could boil over and turn into civil unrest.
2026-05-28
cryptobriefing.com
2026-05-28
Crypto Briefing
Micron Technology ranks third in the S&P 500, but its valuation tells a strange story
A trillion-dollar chipmaker trading at a fraction of the market's average P/E ratio is either a screaming buy or a