Semiconductor News & Analysis Feed
282 articles
2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Earnings Have Never Looked Better. Start Worrying.
Trefis Team
Tue, June 23, 2026 at 8:04 AM PDT 4 min read
MU
-0.01%
MSFT
+0.16%
GOOGL
+1.91%
META
+0.43%
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Trading disclosure
Image by Nico Franz from Pixabay
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-
2026-06-23
www.trefis.com
2026-06-23
Trefis
Micron Earnings Have Never Looked Better. Start Worrying.
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology’s stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion – among the largest single-year gains in the company’s four-decade trading history. The rally is driven by surging dem
2026-06-23
www.pcguide.com
2026-06-23
PC Guide
Home > News
Nvidia gaming laptops from the RTX 3050 to the RTX 5080 have their prices slashed this Amazon Prime Day
Here's a list of fantastic RTX gaming laptop deals for UK customers on Prime Day
Jack Goodall
LAST UPDATED ON JUNE 23, 2026
PC Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Read More
If you’re shopping around for a new gaming
2026-06-23
tomshardware.com
2026-06-23
Jowi Morales
Adding Nvidia and dual-boot support will certainly make SteamOS a much more appealing solution for gamers who don’t want multiple hardware or only have a single device for both work and play.
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
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
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
finance.yahoo.com
2026-06-23
Yahoo Finance
Had You Invested $1,000 in Marvell or Micron a Decade Ago, Here’s What You’d Have Now
Trey Thoelcke
Mon, June 22, 2026 at 9:55 AM PDT 3 min read
MU
-13.18%
MRVL
-9.36%
SPY
-1.45%
NVDA
-4.13%
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Quick Read
Marvell (MRVL) turned $1,000 into ~$33,000 over a decade while Micron (MU) turned the same into ~$94,000 through pivots to AI infrastructure.
Both cru
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
From Sleepy Chip Shops to AI Infrastructure Pillars
Ten years ago, Marvell Technology (NASDAQ: MRVL | MRVL Price Prediction) was a fabless chipmaker leaning on declining hard-drive controllers. Micron Technology (NASDAQ: MU) was a cyclical memory producer wrestling with DRAM oversupply. Both looked like value traps. Neither looked like a future artificial intelligence (AI) darling.
Video Muted
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Billionaire Money Managers Have Chosen Their Favorite AI Stock (and It's Not Nvidia or Alphabet)
Sean Williams, The Motley Fool
Mon, June 22, 2026 at 4:26 AM PDT 4 min read
NVDA
-0.97%
GOOGL
-4.99%
AMZN
-4.75%
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Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial int
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial intelligence (AI) revolution. Arguably, no companies have been more foundational to the evolution of AI than Nvidia (
NVDA
1.13%
) and Google parent Alphabet (
GOOGL
4.98%
)(
GOOG
5.07%
).
But quarterly Form 13F filings with regulators tell a different story.
2026-06-22
www.techtimes.com
2026-06-22
Tech Times
By Allen Lee
Published: Jun 21 2026, 21:39 PM EDT
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This photograph shows European Union flags in front of the Berlaymont building, the EU Commission headquarters, in Brussels on June 9, 2026. NICOLAS TUCAT/AFP VIA GETTY IMAGES
The European Union has unveiled a sweeping plan to rebuild its semic
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
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
2026-06-21
news.google.com
2026-06-21
AOL.com
2026-06-21
news.google.com
2026-06-21
AOL.com
2026-06-21
news.google.com
2026-06-21
24/7 Wall St.