Semiconductor News & Analysis Feed
10690 articles
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Qualcomm (
QCOM
3.04%
) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest case yet. The company nearly doubled its target for non-handset revenue in fiscal 2029, raising the goal to about $40 billion from $22 billion. And for the first time, it put hard numbers behind its data center ambitions, calling
2026-06-27
digitimes.com
2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-27
digitimes.com
2026-06-27
ShunSin, a Foxconn-affiliated packaging and testing company, held its 2026 annual general meeting, with chairman Shang-Yi Chiang presiding. Chiang said ShunSin will leverage its packaging, testing, and optoelectronic integration capabilities under Foxconn's "3+3+3" strategy to seize advanced packaging opportunities in AI optical communications.
2026-06-27
digitimes.com
2026-06-27
Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean equipment maker looks to broaden its advanced packaging business beyond TC bonders for high-bandwidth memory and supply global foundry and OSAT customers, ETNewsand Yonhapreported.
2026-06-27
digitimes.com
2026-06-27
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could have a lifecycle of only about two years.
2026-06-27
digitimes.com
2026-06-27
China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic substitution are driving a new capacity cycle.
2026-06-27
digitimes.com
2026-06-27
MediaTek hosted MARC Workshop 2026 on June 24 through the MediaTek Advanced Research Center (MARC), recognizing the year's university-industry collaboration outcomes while outlining forward-looking R&D priorities in AI, satellite communications and next-generation connectivity.
2026-06-27
www.pbs.org
2026-06-27
PBS
Apple's new entry-level Mac laptop, the MacBook Neo is on display during an event in New York City, March 4, 2026. Photo by Shannon Stapleton/Reuters
Apple increases prices for Macs and iPads, blaming memory chip shortage fueled by AI
By — Barbara Ortutay, Associated Press
Economy Jun 26, 2026 7:50 PM EDT
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip
2026-06-27
www.tweaktown.com
2026-06-27
TweakTown
Micron has signed agreements locking in record-high memory prices with major customers through 2030
Micron has locked in 16 non-cancellable agreements through 2030 with $22 billion in deposits, and the RAMpocalypse, it seems, has a five-year contract.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 26, 2026 6:40 PM CDT
2-minute read time
TL;DR: Micron has secured 16 non-cancellable agr
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
__fail__
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Shares of chipmaker Nvidia (
NVDA
1.39%
) have been the purest way to bet on the artificial intelligence (AI) boom. So when one of its largest customers shows up with a chip of its own, investors pay attention.
On June 24, OpenAI and Broadcom (
AVGO
2.47%
) pulled the wrapper off Jalapeño, OpenAI's first custom AI chip. Designed by the maker of ChatGPT and built with Broadcom, it's the first piec
2026-06-27
www.asiae.co.kr
2026-06-27
아시아경제
__fail__
2026-06-27
www.msn.com
2026-06-27
MSN
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the next five years and reshaping several key technology markets in the process.
“The chip industry took ~50 years to generate its first $1Tn in sales,” analysts led by Vivek Arya wrote. “We expect AI to help add another $1Tn in j
2026-06-27
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2026-06-27
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2026-06-27
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2026-06-27
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2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors · Zacks
Zacks Equity Research
26 June 2026 3 min read
TXN
-1.79%
^GSPC
+0.00%
^DJI
+1.14%
Texas Instruments (TXN) closed at $285.43 in the latest trading session, marking a -8.46% move from the prior day. This change lagged the S&P 500
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
ASML (ASML) Declines More Than Market: Some Information for Investors
ASML (ASML) Declines More Than Market: Some Information for Investors · Zacks
Zacks Equity Research
26 June 2026 3 min read
ASML.AS
+3.59%
^GSPC
+0.00%
^DJI
+1.14%
^IXIC
-0.80%
ASML
-4.00%
ASML (ASML) ended the recent trading session at $1,794.62, demonstrating a -2.53% change from the preceding day's closing price. The stock f
2026-06-27
eetimes.com
2026-06-27
Silicon photonics has spent years waiting for its moment. According to Lightmatter CEO Nick Harris, that moment has finally arrived.
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Why onsemi (ON) Shares Are Falling Today
Jabin Bastian
June 26, 2026 3 min read
ON
-3.60%
Trade ON on Coinbase
Trading disclosure
What Happened?
Shares of analog chips maker onsemi (NASDAQ:ON) fell 21.8% in the morning session after the company announced the acquisition of Synaptics in a $7 billion all-stock transaction, which raised investor concerns about shareholder dilution.
Under the terms
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Dominari Securities CEO Kyle Wool and Strategic Wealth Partners CEO Mark Tepper analyze the market, including Micron's blowout earnings driving the Nasdaq rally and A.I. infrastructure, on ‘Mornings with Maria.’
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.