Semiconductor News & Analysis Feed
10590 articles
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
digitimes.com
2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
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
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
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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
2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
siliconangle.com
2026-07-01
SiliconANGLE
Agentic AI is driving key technology providers to rethink the computing architecture required to run rapidly expanding autonomous systems.
In response to this challenge, two leading tech companies have recently unveiled a key milestone involving system-level validation for an entire rack-scale architecture. In June, CoreWeave Inc. and Nvidia Corp. announced the first bring-up and validation of Nv
2026-07-01
www.techtimes.com
2026-07-01
Tech Times
By Allen Lee
Published: Jun 30 2026, 4:12 PM EDT
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This illustration photo shows a stick of RAM (random-access memory) resting on an open laptop in Los Angeles, February 4, 2022. CHRIS DELMAS/GETTY IMAGES
A group of U.S. consumers and small businesses has filed an antitrust class-action lawsuit
2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Nvidia (NVDA) Teams With Palantir To Bring Sovereign AI To Government
Bailey Pemberton
30 June 2026 3 min read
NVDA
+0.71%
PLTR
+1.38%
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NVIDIA and Palantir announced a new initiative to deliver secure, sovereign AI infrastructure for U.S. government and critical industries.
The coll