Semiconductor News & Analysis Feed
5237 articles
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
News
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
Published on June 24, 2026 at 11:59 pm by
Vardah Gill
in
News
Share
QUALCOMM Incorporated (NASDAQ:
QCOM
) is included among the
1
0 Reliable Dividend Stocks to Buy for Long-Term Investors
.
On June 24, Reuters reported that QUALCOMM Incorporated (NASDAQ:QCOM) is in talks to provide chip-design services to China’s Byt
2026-06-25
wkzo.com
2026-06-25
WKZO
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 investo
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more than $1 trillion in chip-stock value in a single session, and the selling has flared up again since. Two of the biggest names caught in it are AI chip leader Nvidia (
NVDA
0.93%
) and its closest challenger, Adv
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
Vardah Gill
Wed, June 24, 2026 at 8:59 PM PDT 2 min read
QCOM
+3.84%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
On June 24, Re
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Better Buy After the Chip Sell-Off: Nvidia or AMD?
Daniel Sparks, The Motley Fool
Wed, June 24, 2026 at 8:56 PM PDT 5 min read
NVDA
-0.50%
AMD
-0.02%
AVGO
+0.51%
Explore stocks on Coinbase
Trading disclosure
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more th
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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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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2026-06-25
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2026-06-25
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
www.scmp.com
2026-06-25
South China Morning Post
Semiconductors
Tech
China’s JCET to build new plant in Shanghai to expand advanced chip packaging
US$1.15 billion investment underscores advanced packaging’s role in boosting China’s chipmaking capabilities amid rapid AI development
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Xinmei Shen
Published: 8:30am, 25 Jun 2026
Chinese chip-packaging and testing giant Jiangsu Changjiang Electronics
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
www.investing.com
2026-06-25
Investing.com
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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
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.
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
2026-06-25
digitimes.com
2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
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
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.