Semiconductor News & Analysis Feed
941 articles
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-22
digitimes.com
2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
Earnings anticipation builds: Discussions on social media highlight anticipation around Micron Technology's upcoming quarterly results, with analysts pointing to potential beats on guidance amid robust AI-driven memory demand. Observers note the stock's recent surge and question whether momentum will sustain through the report. Several posts reference elevated price targets from major firms as a s
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
3 Chip Supplier Stocks For AI Demand And P E Risk
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI driven demand for key electronics components is squeezing hardware makers like Nintendo and Sony through shortages, higher parts prices, and rising tariffs, while some upstream suppliers sit closer to the pressure point in this supply chain. When
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
Written by Sam Quirke | Reviewed by Shannon Harms
June 21, 2026
KEY POINTS
Applied Materials has hit its highest valuation on record, as measured by its price-to-sales ratio, surpassing the peak it reached during the dot-com bubble.
The stock is up more than 130% year to date and over 50% in the past month alone, driven by surgi
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman Sachs lifts target on power-chip demand
21.06.2026 - 13:17:45 | ad-hoc-news.de
Infineon stock gets renewed analyst backing as Goldman Sachs raises its price target on the German chipmaker, citing strong demand for power semiconductors and automotive applications. A look at the call, the broader analyst backdrop and the business behind the shares.
I
2026-06-21
www.kedglobal.com
2026-06-21
KED Global
Samsung to advance mega-fab expansion by 6 months to get ahead in capacity race; SK Hynix follows suit
A researcher in a Samsung Electronics chip cleanroom Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming arti
2026-06-21
koreabizwire.com
2026-06-21
Koreabizwire
Samsung Focuses on HBM Expansion as AI Demand Reshapes Chip Market
Posted on June 21, 2026 by Korea Bizwire in Technology, Top News with 0 Comments
Physical samples of sixth-generation high-bandwidth memory, HBM4 and HBM3E, are on display at Samsung Electronics’ booth at the Semiconductor Exhibition (SEDEX) 2025, held at COEX in southern Seoul. (Yonhap)
SEOUL, June 21 (Korea Bizwire) — Samsung
2026-06-21
borneobulletin.com.bn
2026-06-21
Borneo Bulletin
borneobulletin.com.bn
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2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman Sachs lifts target on chip demand
21.06.2026 - 08:29:30 | ad-hoc-news.de
Infineon stock gets fresh backing from Wall Street after Goldman Sachs lifts its price target on expectations of robust demand for power and automotive chips. The move comes after a strong year-to-date performance and keeps the DAX semiconductor group in focus.
Infineon, DE000
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
ASML, NL0010273215
ASML Stock - Barclays lifts price target on EUV demand
21.06.2026 - 07:20:22 | ad-hoc-news.de
ASML stock gets fresh analyst support as Barclays raises its price target significantly on expectations for sustained demand for extreme ultraviolet (EUV) lithography systems. A Sunday background focus puts the move into the broader story of ASML’s strategic role in chipmaking.
ASML,
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments Stock - Analyst sentiment and AI demand in focus
20.06.2026 - 22:05:53 | ad-hoc-news.de
Texas Instruments stock is drawing fresh attention as investors reassess its role in AI-related power semiconductors and digest updated analyst sentiment and consensus estimates for the chipmaker.
Texas Instruments, US8825081040
Edited by ad hoc news Long-Ter
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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