Semiconductor News & Analysis Feed
581 articles
2026-06-23
news.futunn.com
2026-06-23
富途牛牛
__fail__
2026-06-23
www.asiae.co.kr
2026-06-23
아시아경제
Research Results Unveiled at One of the World's Top Three Semiconductor Conferences
The research team led by Professor Daehyun Kim from the Department of Electronic Engineering at Kyungpook National University has developed a 45-nanometer (nm) class gallium nitride (GaN) high electron mobility transistor (HEMT) that achieved a record maximum oscillation frequency (fmax) of 742 GHz.
This marks
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
tomshardware.com
2026-06-23
Jake Roach
Motherboards are down to some unbelievable prices for Prime Day, which makes sense given how rough RAM prices are right now.
2026-06-23
www.cnbc.com
2026-06-23
CNBC
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
While the artificial intelligence chipmaker is up about 12% in 2026, shares have been skidding in the past month, losing roughly 3%. In comparison, the VanEck Semiconductor ETF (SMH)
is up 84% this year, and the fund has advanced 15% in the past month.
Nvidia
2026-06-23
www.abc15.com
2026-06-23
ABC15 Arizona
NEWSBUSINESS
TSMC, Amkor lock in 10-year deal for advanced packaging and test services
You can watch the latest headlines and weather from ABC15 Arizona in Phoenix any time on-air, online, and on the ABC15 mobile and streaming apps.
By: Ethan Holtzinger, Phoenix Business Journal
Posted 1:08 AM, Jun 23, 2026
Two Valley semiconductor giants have formalized a long-planned partnership.
Taiwan Se
2026-06-22
tomshardware.com
2026-06-22
Luke James
DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
m.techflowpost.com
2026-06-22
深潮TechFlow
伯恩斯坦研报解读：明年 HBM 价格必翻 2 倍以上，存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读：明年 HBM
价格必翻 2 倍以上，存储成…
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道，洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
撰文：小饼
HBM 还在按年度合同锁价，普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂，造普通
2026-06-22
ca.investing.com
2026-06-22
Investing.com Canada
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Can Analog Devices Sustain Margin Expansion Throughout 2026?
Can Analog Devices Sustain Margin Expansion Throughout 2026?
3 min read
ADI
−8.26%
Analog Devices’ ADI margins have been improving for the past several quarters. In the second quarter of fiscal 2026, ADI posted a gross margin of 73%, up from 69.4% in the year-ago quarter. ADI’s adjusted operating margin was 49% in the sec
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron earnings, PCE data, gas prices: What to watch this week
Jake Conley · Breaking Business News Reporter
Mon, June 22, 2026 at 3:00 AM PDT 7 min read
^IXIC
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MU
+6.82%
Trade MU on Coinbase
Trading disclosure
Investors will step into the trading week fresh off a potentially dicey peace deal in the Middle East (talks continue) and a surprisingly hawkish turn at the
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
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
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
2026-06-21
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
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.
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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TradingView
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Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Less than 1 min read
NVDA
−0.97%
NVIDIA (NVDA) sped up AI chip product cycles; CEO Jensen Huang leads faster hardware releases as the firm nears record corporate profit—key points for traders: product cadence and profit trajectory.
1
NVIDIA (NVDA) trades near
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.