Semiconductor News & Analysis Feed
22098 articles
2026-06-30
digitimes.com
2026-06-30
Ability Opto-Electronics Technology, an optics maker, said on June 29 that its V-groove and mechanical transfer (MT) products for co-packaged optics (CPO) are likely to become its second-largest product line after notebook camera modules, as the company pushes to expand into new growth drivers. Chairman Weiya Gao said the expected 10% to 20% cut in 2026 shipments by notebook brands would have a re
2026-06-30
digitimes.com
2026-06-30
Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft, and Nintendo all having signaled product price increases as widening supply-demand gaps continue to drive up memory costs.
2026-06-30
digitimes.com
2026-06-30
Samsung Electronics is moving forward again on its 1.4nm foundry process, but on a slower schedule than originally planned, The Bellreported, citing industry sources.
2026-06-30
digitimes.com
2026-06-30
Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply chain, with global implications for electronics pricing and availability. Industry sources said buyers are seeking to secure supply before further increases, while weak demand and AI-related capacity pressure continue to shape the market.
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
www.reuters.com
2026-06-30
Reuters
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share sale
Illustration picture of semiconductor chips on a circuit board · Reuters
Reuters
June 29, 2026 1 min read
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June 30 (Reuters) - China's Nexchip Semiconductor seeks to raise up to HK$6.98 billion ($890.26 million) in a Hong Kong sh
2026-06-30
news.google.com
2026-06-30
아시아경제
2026-06-30
www.kivitv.com
2026-06-30
Idaho News 6
NEWSLOCAL NEWSIN YOUR NEIGHBORHOODSOUTHEAST BOISE
Boise-founded Micron leads new era of American semiconductor manufacturing with $50B investment
Photo by: Sahana Patel, Idaho News 6
By: Sahana Patel
Posted 7:11 AM, Jun 30, 2026
SOUTHEAST BOISE, Idaho — What started in the basement of a Boise dentist's office has grown into a global semiconductor powerhouse — and now Micron Technology is bring
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
www.autonews.com
2026-06-30
Automotive News
Texas is quietly closing in on California as the country’s largest auto market. America’s publicly traded dealer groups are going all-in on artificial intelligence, and smaller rivals are starting to feel the pressure. Plus, Qualcomm’s Nakul Duggal explains why he believes the company is on track to become the auto industry’s top silicon supplier.
2026-06-30
www.sandiegouniontribune.com
2026-06-30
San Diego Union-Tribune
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TECHNOLOGY
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San Diego’s Qualcomm to buy startup Modular for $3.9 billion in AI push
This announcement is one of many from Qualcomm's Investor Day in New York City
Tony Pialis, general manager of data center at Qualcomm, spoke on stage during Investor Day in New York City on Wednesday about the company’s newest data center rack. (Qualcomm)
By NOELLE HARFF | noelle.harff@sduniontribune.
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 Semiconductor Stocks Riding AI Infrastructure Demand and Chip Equipment Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Chip stocks are back in focus as a rebound in the semiconductor sector lines up with renewed interest in dealmaking and broader technology equities. For investors, this combination of improving sentimen
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Could Be 112% Overvalued As Russell Index Exit Jolts Shares
June 30, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) was removed from several Russell equity indexes on June 27, 2026, a change that can prompt index-linked funds to rebalance holdings and influence short term trading volumes in the stock.
See o
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
news.google.com
2026-06-30
marketscreener.com
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Supermicro (SMCI) Faces Taiwan Raids In Nvidia Chip Smuggling Probe
Bailey Pemberton
June 29, 2026 4 min read
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Taiwanese authorities have raided Super Micro Computer (NasdaqGS:SMCI) offices and affiliated sit
2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
siliconangle.com
2026-06-30
SiliconANGLE
The South Korean government today announced a 900 trillion won, or $584 billion, initiative to grow the country’s chip manufacturing capacity.
Officials also plan to build about $357 billion worth of artificial intelligence data centers.
The chip manufacturing initiative will be led by Samsung Electronics Co. and SK hynix Inc., which intend to open two new fabs apiece. Most of South Korea’s sem
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
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*Stock prices used were the afternoon prices of June 25, 2026. The video was published on June 27, 2026.
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