Semiconductor News & Analysis Feed
10574 articles
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.
2026-07-01
semiengineering.com
2026-07-01
Ann Mutschler
In next-generation silicon, AI can interpret system behavior at scale, but only if obse...
2026-07-01
digitimes.com
2026-07-01
GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a concern with potential relevance for global semiconductor investors.
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
eetimes.com
2026-07-01
Today’s semiconductor component landscape is more complex than ever. Obsolescence has shifted from an occasional disruption to a persistent operational risk. As product lifecycles shorten and supply markets tighten, procurement teams must now treat lifecycle awareness as a core part of their role. Production stability depends on it. Several forces are accelerating this change. Semiconductor manu
2026-07-01
digitimes.com
2026-07-01
Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
news.google.com
2026-07-01
Memeburn
2026-07-01
news.google.com
2026-07-01
CNBC
2026-07-01
moneymorning.com
2026-07-01
Money Morning
STOCKS
Micron Is Up 259% This Year. One Analyst Just Called It a Sell.
Money Morning Team
July 1, 2026
Micron Technology (MU) just reported the most impressive quarterly earnings in its history. Revenue hit $41.5 billion in fiscal Q3 2026, up 346% from a year ago. Gross margins reached 84.9%. Q4 guidance of $49 to $51 billion beat Wall Street's $43.2 billion estimate by $6 to $8 billion. The co
2026-07-01
wccftech.com
2026-07-01
Wccftech
NVIDIA's GeForce RTX 5090D from GALAX (HOF OC LAB) has become the first Blackwell GPU to hit an overclock of 4 GHz.
It was going to happen sooner or later, but a year and a half after launch, the NVIDIA GeForce RTX 5090D has been able to set the fastest clock speed ever recorded on a Blackwell GPU.
Team OGS from Greece was able to post the spectacular overclock record at HWBOT. The session featu
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Micron
CEO Sanjay Mehrotra said Tuesday that memory chipmakers aren’t the only ones to blame for the current supply-and-demand imbalance, which has recently led to price hikes for smartphones, computers and other consumer electronics.
Customers who drove a hard bargain in pricing in recent years also contributed to the squeeze, Mehrotra argued, suggesting that left the industry underinvested for
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.phonearena.com
2026-07-01
PhoneArena
www.phonearena.com
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2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.barchart.com
2026-07-01
Barchart.com
Engineer holding computer microchip by LIGHTFIELD STUDIOS via Adobe Stock
A class-action lawsuit filed on June 25 in a U.S. court has named Micron Technology (MU), Samsung Electronics, and SK Hynix in an anti-trust case over alleged DRAM price fixing. The claim is that these three companies, which control most of the global DRAM market, cut back production of older DDR3 and DDR4 chips while shif
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
eciks.org
2026-07-01
eciks.org
Class action lawsuit accuses Samsung, SK Hynix, Micron of DRAM price-fixing
Published on 30 June 2026 at 4:45 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 265 times
© Class action lawsuit accuses Samsung, SK Hynix, Micron of DRAM price-fixing
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Samsung Electronics, SK Hynix, and Micron Technology face a federal class action lawsuit alleging the three memory c