Semiconductor News & Analysis Feed
1688 articles
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Memory-chip shortage drives up consumer prices as AI devours supply meant for your devices
Apple raises MacBook prices by up to $400 as data centers consume an ever-growing share of global memory prod
2026-06-22
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
digitimes.com
2026-06-22
Taiwan's investment office, InvesTaiwan, under the Ministry of Economic Affairs, has approved expanded Taiwan investment plans from four companies, led by MSScorps, which will invest NT$1.5 billion (US$47.4 million) and is filing for the third time. The company plans to add production lines and adopt AI technology at its Hsinchu, Tai Yuen Hi-Tech Industrial Park, and Southern Taiwan Science Park (
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
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-22
digitimes.com
2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-22
digitimes.com
2026-06-22
In a rare public admission during an internal briefing, Park Yong-In, president of the System LSI Business of the Device Solutions (DS) Division at Samsung Electronics, expressed concern over losses in the company's system-on-chip (SoC) business. As a result, the overall system LSI business is also expected to post a loss in 2026.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
What Will Nvidia Stock's Price Be in 1 Year?
Beth McKenna, The Motley Fool
Sun, June 21, 2026 at 8:20 AM PDT 6 min read
NVDA
-0.97%
^GSPC
-0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) stock has richly rewarded investors. Shares of the artificial intelligence (AI) chip and technology infrastructure leader have returned 18,300% over the last decade, transforming a modest
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Nvidia (
NVDA
1.13%
) stock has richly rewarded investors. Shares of the artificial intelligence (AI) chip and technology infrastructure leader have returned 18,300% over the last decade, transforming a modest $1,000 investment into a whopping $184,000. The S&P 500 index returned 328% over this period.
Over the last year, Nvidia stock has returned 45% through June 18, which is lower than most of
2026-06-21
tomshardware.com
2026-06-21
Hassam Nasir
Turns out, an ice machine can cool a GPU perfectly fine as long as you're willing to modify it to the extreme and are patient enough to deal with the leaks.
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.techtimes.com
2026-06-21
Tech Times
By Kyle Belmonte
Published: Jun 21 2026, 06:29 AM EDT
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NVIDIA.COM
NVIDIA's consumer graphics division is operating under conditions that would have seemed implausible a year ago: GPU supply to its manufacturing partners has been cut by as much as 20 percent, two of its most capable mid-range ca
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-21
news.futunn.com
2026-06-21
富途牛牛
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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
pulse2.com
2026-06-21
Pulse 2.0
Intel announced that Seok-Hee Lee has been appointed Executive Vice President of Intel Foundry. Lee will report directly to Intel CEO Lip-Bu Tan. In this role, he will lead advanced packaging, system integration, back-end technology development, and back-end manufacturing.
Intel said the appointment is part of the continued evolution of its foundry strategy and reflects the company’s move to esta
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
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Is Lattice Semiconductor (LSCC) Balancing Low‑Power AI Ambitions With Its Valuation And Profitability Pressures?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Lattice Semiconductor outlined its participation at the past FPGA Conference Europe, showcasing low-power FPGA advances in physical AI, advanced connectivity, security, an
2026-06-21
www.foreignpolicyjournal.com
2026-06-21
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has attracted renewed investor attention following a sustained period of share price strength across short and longer-term horizons.
The stock has posted an 11.65% return over the past 30 days, a 74.06% gain over the past 90 days, and a one-year total shareholder return of 52.57%.
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That combination of short and medium-term momentum has d
2026-06-20
cryptobriefing.com
2026-06-20
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro as AI-fueled chip shortage bites
Memory chip costs have nearly quadrupled, and Tim Cook says price increases are now unavoidable for Apple's flagship products