Semiconductor News & Analysis Feed
240 articles
2026-06-26
cnycentral.com
2026-06-26
WSTM
CLAY, N.Y. — Clay officials are considering a new agreement with Micron that would change how the town collects money tied to one of the largest construction projects in New York, and taxpayers will have a chance to weigh in before anything is finalized.
Under the proposal, Micron would pay $30 million to the Town of Clay through a community host agreement instead of paying traditional building p
2026-06-26
www.localsyr.com
2026-06-26
WSYR
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2026-06-26
www.localsyr.com
2026-06-26
WSYR
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
Trade TSM on Coinbase
Trading disclosure
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-24
news.google.com
2026-06-24
EE Times
2026-06-24
eetimes.com
2026-06-24
Pat Brans
At Silicon Saxony Days 2026, Frank Bösenberg said Dresden shows “what is possible” under Europe’s first Chips Act.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Why ASMPT Limited’s (ASMVY) Repeat TCB Tool Order Deepens Its Role in HBM and AI Packaging
Published on June 23, 2026 at 12:10 pm by HABIB UR REHMAN in News
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ASMPT Limited (OTC:ASMVY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company sharpened its HBM relevance on June 8, 2026, when it announced a repeat order for eight chip-to-wafer Thermo-Compression Bondi
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why ASMPT Limited’s (ASMVY) Repeat TCB Tool Order Deepens Its Role in HBM and AI Packaging
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 1 min read
0522.HK
+3.13%
ASMPT Limited (OTC:ASMVY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company sharpened its HBM relevance on June 8, 2026, when it announced a repeat order for eight chip-to-wafer Thermo-Compression Bondin
2026-06-23
www.mitsloanme.com
2026-06-23
MIT Sloan Management Review Middle East
Nvidia’s New Cooling System Cuts Data Center Water Use to Near Zero—But Not AI’s
The technology addresses on-site consumption, while power generation and chip manufacturing remain major contributors.
MITSloan ME Editorial
18 hours ago
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News
Oracle Cuts 21,000 Jobs as AI Silently Reshapes Its Operating Model
Nvidia
2026-06-23
www.mitrade.com
2026-06-23
Mitrade
Nvidia (NASDAQ: NVDA) stock is still green for 2026, but the trade no longer looks clean from the company that outperformed every other company and country in 2024 and 2025. NND is up about 12% this year, yet they have slipped roughly 3% over the past month.
The gap with the rest of the chip market is hard to ignore. The VanEck Semiconductor ETF (NASDAQ: SMH) has jumped about 84% in 2026 and adde
2026-06-23
digitimes.com
2026-06-23
Thailand's newly established National Semiconductor and Advanced Electronics Policy Committee has approved the framework for a national semiconductor strategy and a workforce development plan to strengthen the country's position in the global chip supply chain.
2026-06-23
tomshardware.com
2026-06-23
Andrew E. Freedman
In a blog post, Valve explained its new randomized reservation systems, new tactics to stop scalpers, and why it has limited inventory.
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] MIT Announced Breakthrough in GaN-on-Single-Crystal Diamond Thermal Management Technology
2026-06-22 Semiconductors editor
News
On June 8, 2026, the Massachusetts Institute of Technology (MIT) announced that its researchers had successfully embedded gallium nitride (GaN) transistors into an ultra-thin single-crystal diamond layer, overcoming a major thermal bottleneck in high-power
2026-06-22
digitimes.com
2026-06-22
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced
2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a