Semiconductor News & Analysis Feed

10745 articles
2026-06-25
www.msn.com 2026-06-25 MSN
Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026 Management View Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: "We're really pleased with the financial trajectory of the business... we are delivering record cash flow numbers." He added that after maintaining "appropriate excess cash," "the principal capital return we have will be share repurchase,"
2026-06-25
www.businessinsider.com 2026-06-25 Business Insider
South Korea's benchmark Kospi index surged over 5% in early trading on Thursday, extending a rebound after a tech-driven selloff rattled markets around the world earlier this week. The rally was led by heavyweight chipmakers Samsung Electronics and SK Hynix, as investors returned to battered semiconductor stocks after two days of volatility. Samsung Electronics shares gained over 6%, while SK Hy
2026-06-25
www.cnbc.com 2026-06-25 CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. It was a blockbuster day for chip stocks. Micron and Qualcomm both surged after delivering upbeat outlooks, with Micron claiming an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta. But
2026-06-25
www.pcguide.com 2026-06-25 PC Guide
Home > PC & Tech Deals: Prime Day Nvidia RTX 5060 gaming PC deal drops to ridiculously low price in Prime Day deal for 19% off For just over $1K, this rig comes with the RTX 5060, Intel Core i5-1440F CPU, 16GB DDR5 and 1TB SSD storage Aaron Ritchie LAST UPDATED ON JUNE 25, 2026 PC Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Read More The
2026-06-25
www.investing.com 2026-06-25 Investing.com
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2026-06-25
www.investing.com 2026-06-25 Investing.com
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2026-06-25
www.upi.com 2026-06-25 upi.com
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2026-06-25
www.cnbc.com 2026-06-25 CNBC
Shares of South Korean chip giant SK Hynix surged 11% on Thursday after the company said it plans to raise as much as $29.4 billion in a U.S. stock market listing. The company plans to issue 17.79 million new shares in the form of American depositary receipts through a Nasdaq listing, according to a regulatory filing. The offer could raise 45.45 trillion won ($29.65 billion). Trading is expected
2026-06-25
www.scmp.com 2026-06-25 South China Morning Post
Semiconductors Tech China’s JCET to build new plant in Shanghai to expand advanced chip packaging US$1.15 billion investment underscores advanced packaging’s role in boosting China’s chipmaking capabilities amid rapid AI development 2-MIN READ 0 Listen Make SCMP preferred on Google Xinmei Shen Published: 8:30am, 25 Jun 2026 Chinese chip-packaging and testing giant Jiangsu Changjiang Electronics
2026-06-25
www.investing.com 2026-06-25 Investing.com
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2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
onsemi and Semtech Shares Are Falling, What You Need To Know Weixin Lin Wed, June 24, 2026 at 5:16 PM PDT 4 min read 000660.KS +10.04% ON -1.13% SMTC -2.94% MU -0.31% 005930.KS +5.58% Explore stocks on Coinbase Trading disclosure What Happened? A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spen
2026-06-25
digitimes.com 2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
digitimes.com 2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
Why Qualcomm (QCOM) Shares Are Falling Today Jabin Bastian Wed, June 24, 2026 at 5:00 PM PDT 3 min read QCOM -3.29% 000660.KS +8.07% 005930.KS +3.81% MU -0.31% Explore stocks on Coinbase Trading disclosure What Happened? Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded A
2026-06-25
digitimes.com 2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com 2026-06-25
OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.
2026-06-25
digitimes.com 2026-06-25
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.
2026-06-25
digitimes.com 2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com 2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-25
digitimes.com 2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.