Semiconductor News & Analysis Feed
22161 articles
2026-06-25
businesschief.com
2026-06-25
Business Chief
A South Korean chipmaker nearly collapsed under debt 20 years ago. Today it has overtaken Samsung Electronics to become the world's most valuable memory chip company.
SK Hynix shares closed up 5.6% on Monday 22 June, lifting its market capitalisation to 2,080.4tn won (US$1.35tn). Samsung's stock eased 0.14% to give it a market value of 2,066.7tn won (US$1.34tn), excluding preferred shares.
The s
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of that you can actually think about earnings growth and not only 27 but also 28.” That is the b
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
MU
-0.37%
SNDK
-2.15%
NVDA
-0.54%
SMH
-0.35%
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Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
tomshardware.com
2026-06-25
Luke James
PremiumChina's LineShine supercomputer has taken the top spot on the 67th TOP500 list, posting 2.198 exaflops on the High Performance Linpack benchmark.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Synopsys (SNPS) Stock After Recent Pullback Is The Valuation Now More Reasonable
Bailey Pemberton
Wed, June 24, 2026 at 9:13 AM PDT 5 min read
SNPS
+1.09%
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If you are wondering whether Synopsys stock is offering fair value right now, the key
2026-06-24
www.chosun.com
2026-06-24
조선일보
By Park Ji-min
Published 2026.06.25. 00:31
Samsung Electronics' 6th-generation high-bandwidth memory (HBM4). /Samsung Electronics
Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the 6th-generation HBM4, according to industry insights. Following the world’s first shipment of HBM4 in February, the company is ramping up production to recover market s
2026-06-24
kotaku.com
2026-06-24
Kotaku
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2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Can Intel’s New Foundry Chief Reframe INTC’s Role in Advanced Packaging and AI Supply Chains?
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Intel appointed former SK hynix and SK On chief Seok-Hee Lee as executive vice president of Intel Foundry, putting him in charge of advanced packaging, system integration
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
news.google.com
2026-06-24
EE Times
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Vanguard Tech vs. iShares Semiconductor: Which ETF Looks Best for Your Portfolio in 2026?
Erin Kennedy, The Motley Fool
Wed, June 24, 2026 at 8:35 AM PDT 4 min read
VGT
-1.68%
^GSPC
-0.33%
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The Vanguard Information Technology ETF (NYSEMKT:VGT) offers a lower-cost, diversified play on the broad tech sector, while the iShares Semiconductor ETF (NASDAQ:SOXX) p
2026-06-24
www.trefis.com
2026-06-24
Trefis
Is Qualcomm Stock A Bet On AI’s Future Or A Hostage To The Smartphone’s Present?
June 24th, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
After a powerful run, the chipmaker is asking investors to look past today’s handset troubles toward a future in AI-powered cars and data centers.
Qualcomm (QCOM) has long been the engine inside the world’s smartphones, but after a s
2026-06-24
news.google.com
2026-06-24
24/7 Wall St.
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
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2026-06-24
www.investopedia.com
2026-06-24
Investopedia
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2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.servethehome.com
2026-06-24
ServeTheHome
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2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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