Semiconductor News & Analysis Feed
946 articles
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.23. 14:41
HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry.
Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina
2026-06-23
finimize.com
2026-06-23
Finimize
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2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-23
digitimes.com
2026-06-23
Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.
2026-06-23
digitimes.com
2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of 24 tracked companies posting positive year-over-year gains, according to monthly revenue filings compiled for the period. The results underscore continued downstream demand driven by AI-related chip shipments and a broader recovery in consumer electronics.
2026-06-22
eciks.org
2026-06-22
eciks.org
Micron stock hits record as AI memory demand accelerates
Published on 22 June 2026 at 10:56 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 163 times
© Micron stock hits record as AI memory demand accelerates
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Micron Technology stock hit an all-time closing high of $1,133.99 on June 18, 2026, as artificial intelligence memory demand continues to accelerate far
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
news.google.com
2026-06-22
Business Wire
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
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U.S. Semiconductor Firms Innovate to Meet AI-Driven Demand
Business Wire
Mon, June 22, 2026 at 7:00 a.m. PDT 4 min read
III
+1.38%
Enterprises embrace emerging performance and efficiency technologies while building more resilient supply chains, ISG Provider Lens® report says
STAMFORD, Conn., June 22,
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
www.tradingview.com
2026-06-22
TradingView
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AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
3 min read
MU
−12.59%
Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by ri
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
Zacks Equity Research
Mon, June 22, 2026 at 6:13 AM PDT 3 min read
MU
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Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, sup