Semiconductor News & Analysis Feed
153 articles
2026-06-30
digitimes.com
2026-06-30
South Korea's inventories of high-purity carbon dioxide, a critical material used in advanced semiconductor manufacturing, have fallen below normal buffer levels, raising procurement concerns across the chip industry, according to The Elec.
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
tomshardware.com
2026-06-29
Luke James
Samsung, SK hynix, and Micron were sued on June 25th in the U.S. District Court for the Northern District of California.
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Ambarella (AMBA) Among Our High Growth Semiconductor Stocks, Here’s What Northland Securities Has to Say
Talha Qureshi
June 29, 2026 1 min read
AMBA
+1.75%
Trade AMBA on Coinbase
Trading disclosure
Ambarella, Inc. (NASDAQ:AMBA) is one of the High Growth Semiconductor Stocks to Buy Now. Ambarella, Inc. (NASDAQ:AMBA) has declined roughly 32% over the past month. However, the Street sees more than 5
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Kim Seung-hyeon
Published 2026.06.29. 12:00
Updated 2026.06.30. 13:58
The national regional economic growth rate recorded 3.8% year-on-year in the first quarter (January–March) of this year, driven by a boom in the semiconductor industry, a key sector. Chungcheongbuk-do, home to semiconductor clusters including the SK Hynix Cheongju plant, grew 13.8% year-on-year, the highest among 17 provinc
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-28
news.google.com
2026-06-28
The Korea Herald
2026-06-26
www.basenor.com
2026-06-26
BASENOR - Tesla Accessories
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AI & ROBOTICS
Musk: Chip Shortage Is an Existential Threat to Tesla Production
BASENOR Team
16 min ago
Updated June 25, 2026
3 min read
Table of Contents
How Bad Is It?
The Terafab Response
What the Timeline Actually Looks Like
Why This Matters for Tesla Owners
Elon Musk isn't mincing words about the global chip and memory shortage. In comments circulated widely this week, he desc
2026-06-25
simplywall.st
2026-06-25
simplywall.st
Canada
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Metals and Mining
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TSX:HBM
Hudbay Minerals (TSX:HBM) Completes Arizona Sonoran Copper Deal To Build U.S. Copper Pipeline
June 25, 2026
Simply Wall St
Reviewed by
Bailey Pemberton
Hudbay Minerals (TSX:HBM) has completed its acquisition of Arizona Sonoran Copper Company.
The deal combines Hudbay’s Copper World project with the Cactus copper project in Arizona.
The transaction creates a lar
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
TrueNorth maps AI investment cycle shifts to power semiconductors
NVIDIA's move to 800V power distribution is quietly reshaping where semiconductor dollars flow, and it's not GPUs anymore
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-22
www.theindianpanorama.news
2026-06-22
The Indian Panorama
India’s Silicon Gambit: Decoding the $10.8 Billion Semiconductor Fund
Jun 22, 2026 - 5:57 am EDT @theindpanorama Business & Economics 1
The India semiconductor manufacturing fund has moved from policy document to construction site. In the 2026-27 Union Budget, the government allocated Rs. 8,000 crore, its largest single-year semiconductor outlay since the mission launched, as part of the India Se
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Don't Ignore The Insider Selling In Applied Materials
June 21, 2026
Simply Wall St
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We wouldn't blame Applied Materials, Inc. (NASDAQ:AMAT) shareholders if they were a little worried about the fact that Gary Dickerson, the President recently netted about US$49m selling shares at an average price of US$593. However, it's crucial to note tha
2026-06-21
www.nwaonline.com
2026-06-21
Northwest Arkansas Democrat-Gazette
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2026-06-20
news.google.com
2026-06-20
EE Times
2026-06-18
digitimes.com
2026-06-18
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin platform prepares for volume shipments in the second half of 2026. Industry sources said Winbond will align NOR flash shipments with customer rollout schedules and is expected to win a major share on the Vera Rubin pla
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
www.spokesman.com
2026-06-18
The Spokesman-Review
NEWS
NATIONAL BUSINESS
Nvidia CEO says AI can reindustrialize US, create jobs, reshape society. A North Texas factory could play a role
June 17, 2026 Updated Wed., June 17, 2026 at 4:25 p.m.
1 of 5
Julie Eng, EVP, Optical Components and Chief Technology Officer at Coherent, explains a 6-inch InP wafer at Coherent’s advanced manufacturing facility in Sherman, Tuesday, June 16, 2026. (Angela P
2026-06-18
news.google.com
2026-06-18
Sentinel Colorado
2026-06-18
global.morningstar.com
2026-06-18
Morningstar
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