Semiconductor News & Analysis Feed
13 articles
2026-07-13
news.google.com
2026-07-13
2026-06-29
mezha.net
2026-06-29
South Korea has confirmed that Samsung Electronics and SK Hynix plan to build two new chip fabrication facilities within the country, aimed at reinforcing the nation's leadership in the global semiconductor industry and supporting long-term economic growth. While specific details such as investment
2026-06-26
mezha.net
2026-06-26
On June 25, 2026, Onsemi announced a $7 billion stock-for-stock acquisition of Synaptics, signaling a strategic move to strengthen its position in the rapidly growing AI-enabled device market. The deal, which offers 1,350 Onsemi shares for each Synaptics share, represents a 19% premium over the rece
2026-06-25
mezha.net
2026-06-25
Micron Technology has forecast stronger-than-expected quarterly revenue, driven by surging demand for high-bandwidth memory (HBM) fueled by generative artificial intelligence (AI). The company's fourth-quarter revenue is projected at around $50 billion, significantly exceeding analyst estimates of $
2026-06-24
mezha.net
2026-06-24
Investors are closely watching Micron Technology's upcoming quarterly earnings report amid heightened market volatility in the semiconductor sector. Over the past year, Micron's stock surged 761%, with its market cap reaching $1.19 trillion, driven by strong demand for high-bandwidth memory (HBM) fu
2026-06-24
mezha.net
2026-06-24
As earnings season approaches, investors are returning to tech stocks, particularly chip stocks, ahead of key reports such as Micron’s upcoming earnings. On June 24, S&P 500 and Nasdaq futures rebounded after two days of declines, reflecting renewed confidence in the tech sector. Earlier market down
2026-06-24
mezha.net
2026-06-24
SK Hynix plans to raise up to $29.4 billion via a Nasdaq American Depositary Receipt (ADR) offering to fund its expansion in AI chip manufacturing. The move aims to broaden its investor base and increase production capacity for chips used in artificial intelligence systems. The company intends to is
2026-06-22
mezha.net
2026-06-22
SK Hynix overtook Samsung Electronics on June 22, 2026, to become South Korea’s most valuable public company, marking a significant shift in the semiconductor industry. The rise is largely driven by soaring demand for high-bandwidth memory (HBM) from AI clients like NVIDIA and Google. SK Hynix, once
2026-06-20
mezha.net
2026-06-20
As Micron Technology prepares to release its quarterly earnings, Wall Street is closely watching whether AI-driven data center spending can sustain the semiconductor rally. Despite a mid-week dip, major U.S. indices held near highs, supported by strong corporate results driven by the AI push and geo
2026-06-19
mezha.net
2026-06-19
U.S. trade officials have launched an inquiry into ASML, a Dutch lithography equipment manufacturer, over allegations that EUV systems may have been shipped to China. This issue has raised significant concerns within the global semiconductor industry, as EUV machines are the only tools capable of pr
2026-06-19
mezha.net
2026-06-19
On June 19, 2026, Intel appointed Seok Hee Lee as executive vice president of its contract chip manufacturing division, signaling a strategic push to strengthen its capabilities in advanced packaging and system integration. This move comes after Intel struggled to capitalize on the AI boom and regai
2026-06-12
mezha.ua
2026-06-12
Analyst Mezha reports that TSMC is actively developing cost-reducing advanced packaging processes, highlighting the semiconductor industry's ongoing efforts to address rising manufacturing costs and competitive pressures. This development underscores TSMC's strategic focus on maintaining market lead
2026-06-12
mezha.net
2026-06-12
South Korean memory chipmaker SK Hynix is planning to list on the Nasdaq in August to capitalize on the growing demand for AI-related investments. The company’s stock has risen about 230% this year, pushing its market cap above $1 trillion. The planned U.S. listing could raise up to $14 billion, ref