Semiconductor News & Analysis Feed

694 articles
2026-06-15
www.tradingview.com 2026-06-15 TradingView
News / Stocktwits / MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain 2 min read MU −1.43% KEY POINTS: The U.S. peace deal with Iran sent global markets higher on Monday. MU stock gained 8% in the premarket, while the Roundhill Memory ETF (DRAM) advanced 6%. Micro
2026-06-15
simplywall.st 2026-06-15 simplywall.st
United States/Semiconductors/NasdaqGS:MU Micron’s AI Memory Push and New Board Expertise Could Be A Game Changer For Micron Technology (MU) June 15, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link Earlier this month, Micron Technology appointed AI and cloud infrastructure veteran Dr. Alexis Black Björlin to its board and showcased an expanded portfolio of AI-optimized memory and st
2026-06-15
www.digitimes.com 2026-06-15 digitimes
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-06-15
www.investing.com 2026-06-15 Investing.com
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2026-06-15
www.quiverquant.com 2026-06-15 Quiver Quantitative
Supporting planned growth in InP silicon photonics technology Resolving all prior IP disputes between the companies CARDIFF, UK, and MIGDAL HAEMEK, Israel, June 15 2026 - IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of compound semiconductor wafer products and advanced material solutions, and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value anal
2026-06-15
finance.yahoo.com 2026-06-15 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. IQE and Tower Semiconductor Announce Multi-year InP epiwafer Supply Agreement Tower Semiconductor Sun, June 14, 2026 at 11:00 PM PDT 3 min read IQE.L +21.08% TSEM +6.99% TSEM.TA +7.57% Trade TSEM on Coinbase Trading disclosure Tower Semiconductor Supporting planned growth in InP silicon photonics tech
2026-06-15
www.techtimes.com 2026-06-15 Tech Times
By Allen Lee Published: Jun 14 2026, 20:45 PM EDT Share on Facebook Share on Twitter Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY IMA
2026-06-15
www.techtimes.com 2026-06-15 Tech Times
By Allen Lee Published: Jun 14 2026, 20:45 PM EDT Share on Facebook Share on Twitter Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY IMA
2026-06-15
digitimes.com 2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com 2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
digitimes.com 2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-15
digitimes.com 2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-15
digitimes.com 2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-14
tomshardware.com 2026-06-14 Mark Tyson
The Computer History Museum recalls one of its biggest ever retro treasure troves. This ‘astonishing’ haul was rescued from an abandoned warehouse in the town of Castrop-Rauxel, Germany.
2026-06-14
finance.yahoo.com 2026-06-14 Yahoo Finance
Wolfe Research Raises PT on Micron Technology (MU) Stock Bob Karr Sun, June 14, 2026 at 4:15 AM PDT 1 min read MU -1.43% Trade MU on Coinbase Trading disclosure Micron Technology, Inc. (NASDAQ:MU) is one of the Best Bargain Stocks to Buy in June. On June 11, Wolfe Research lifted its price objective on the company's stock to $1,250 from $550 and maintained an "Outperform" rating. The firm lifted
2026-06-14
uk.finance.yahoo.com 2026-06-14 Yahoo Finance UK
Wolfe Research Raises PT on Micron Technology (MU) Stock Bob Karr Sun, 14 June 2026 at 4:15 am GMT-7 1 min read MU -1.43% Micron Technology, Inc. (NASDAQ:MU) is one of the Best Bargain Stocks to Buy in June. On June 11, Wolfe Research lifted its price objective on the company’s stock to $1,250 from $550 and maintained an “Outperform” rating. The firm lifted its memory model to demonstrate increas
2026-06-14
digitimes.com 2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-14
simplywall.st 2026-06-14 simplywall.st
United States/Semiconductors/NasdaqGS:MU Micron (MU) Stock Valuation After AI Supercycle Momentum And New Board Appointment June 14, 2026 Simply Wall St Share Copy Link Advertisement What Micron’s AI Supercycle Means After a New Board Appointment Micron Technology (MU) sits at the center of an AI driven memory shortage, with strong demand for its chips, rising pricing power, upbeat quarterly resu
2026-06-14
news.google.com 2026-06-14 IndexBox
2026-06-13
seekingalpha.com 2026-06-13 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Why I'm Still Holding Every Micron Share Jun 13, 2026, 9:00 AM ETMicron Technology, Inc. (MU) Stock, ZMIC:CA Stock, MU:CA Stock Pythia Research 7.84K Followers Follow 5 Share Save Play (8min) Comments (2) Summary Micron guided Q3 revenue to $33.5 billion and 81% gross margins while customers receive only 50%-66% of demand. The first five-year Strategic Customer Ag