Semiconductor News & Analysis Feed
5412 articles
2026-06-23
www.fxleaders.com
2026-06-23
FXLeaders
Micron Technology MU) is experiencing an incredibly historic run, driven by massive AI infrastructure demand for its high-bandwidth memory (HBM) chips. The Stock Price: ~$1,211.38 (Surged over 6.7% in the last regular session, hitting a record high, and trading higher near $1,236+ in after-hours)
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings
2026-06-23
www.hpcwire.com
2026-06-23
HPCwire
www.hpcwire.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a10924330b3c8191
Performance and Security by Cloudflare
Privacy
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm (QCOM) Stock After 48% Year Gain Is The Price Getting Ahead Of Itself
Bailey Pemberton
Mon, June 22, 2026 at 8:16 PM PDT 6 min read
QCOM
-8.01%
Trade QCOM on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
If you are wondering whether QUALCOMM is still reasonably price
2026-06-23
news.google.com
2026-06-23
EE Times Asia
2026-06-23
news.google.com
2026-06-23
EE Times Asia
2026-06-23
geekculture.co
2026-06-23
Geek Culture
FEATURETECH
Get Ahead Of The Curve With ROG’s 2026 Gaming Laptops With NVIDIA GeForce RTX 50 Series GPU, Powered By Blackwell & AI
Si JiaJune 23, 20265 min read
As an industry giant in the PC gaming space, Republic of Gamers (ROG) has had front-row seats to technological advancements over the years, itself often contributing to faster processing, higher frame rates, enhanced visuals, and more.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Super Micro (SMCI) Gets 15.66% Boost from Nvidia-Powered Blueprint
Angelica Ballesteros
Mon, June 22, 2026 at 6:50 PM PDT 2 min read
SMCI
-6.03%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Stocks Paying Off Big Time.
Super Micro rallied for a second day on Monday, jumping 15.66 percent to finish at $35.46 apiece, as investors
2026-06-23
www.tradingview.com
2026-06-23
TradingView
News
/
TradingView
/
Key facts: SK hynix HBM shortage; MSCI ruling may affect GDR; Large Hyperliquid shorts
Key facts: SK hynix HBM shortage; MSCI ruling may affect GDR; Large Hyperliquid shorts
Less than 1 min read
000660
+1.60%
SK hynix: strong AI data-center demand fuels HBM supply tightness; wafer capacity focused on HBM. Shortages in HBM3E and HBM4; general DRAM supply tighter and unit prices
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
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.
2026-06-23
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
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
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
digitimes.com
2026-06-23
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese suppliers in the first quarter of 2026.
2026-06-23
digitimes.com
2026-06-23
Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
2026-06-23
digitimes.com
2026-06-23
Thailand's newly established National Semiconductor and Advanced Electronics Policy Committee has approved the framework for a national semiconductor strategy and a workforce development plan to strengthen the country's position in the global chip supply chain.
2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
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
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.