Semiconductor News & Analysis Feed
596 articles
2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-26
realinvestmentadvice.com
2026-06-26
Real Investment Advice
DAILY MARKET COMMENTARY
MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON
By
RIA TEAM
| Jun 26, 2026
Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
OP Asset Management Ltd Makes New $9.17 Million Investment in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
OP Asset Management opened a new position in Cadence Design Systems, buying 32,989 shares worth about $9.17 million in the first quarter.
Cadence reported strong quarterly results, with earnings of $1.96 per share and reve
2026-06-26
digitimes.com
2026-06-26
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI data center investment helps lift wafer shipments, while pricing remains under pressure as capacity added during the last expansion cycle continues to weigh on the market.
2026-06-26
digitimes.com
2026-06-26
GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation semiconductor technologies aimed at robotics, autonomous systems, and AI-driven infrastructure.
2026-06-26
digitimes.com
2026-06-26
South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly moving closer to a new chip hub in Gwangju while SK Hynix continues to weigh a site in South Jeolla Province against overseas investment options.
2026-06-26
digitimes.com
2026-06-26
Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaperreported.
2026-06-26
digitimes.com
2026-06-26
Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) is the most valuable company in the world, and the only one with a market cap of more than $5 trillion. If you had invested $25,000 in it 10 years ago and held on through the ups and downs that followed, you'd have a stake worth more than $4 million today.
However, the stock has been growing at a more modest pace recently. It's up just 7% this year -- almost precisely as muc
2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
digitimes.com
2026-06-25
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
The government of South Korea has held discussions with Samsung and SK Hynix regarding future chip investments in the country.
Per a report from Reuters, the planned investments relate to semiconductor production facilities, with a government official adding that an announcement about a new chip cluster would be made soon.
– Getty Images
In comments reported by Reuters, presidential policy advi
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
TrueNorth maps AI investment cycle shifts to power semiconductors
NVIDIA's move to 800V power distribution is quietly reshaping where semiconductor dollars flow, and it's not GPUs anymore
2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
Anthropic has signed a supply agreement with memory and storage company Micron.
The deal follows Micron's investment in the generative AI company's Series H funding round.
– Sebastian Moss
Micron and Anthropic will analyze how memory and storage subsystems perform across various workloads and interact across the AI infrastructure stack.
Anthropic said that this effort is expected to drive adva