Semiconductor News & Analysis Feed
1976 articles
2026-06-25
www.gamesindustry.biz
2026-06-25
GamesIndustry.biz
Home News
Micron says chip shortage will "improve gradually" in 2028
But CEO Sanjay Mehrotra admits he doesn't know when memory supply will catch up with increased demand
Image credit: Marta Branco
News by Alex Forbes-Calvin Contributor
Published on June 25, 2026
The CEO of chip giant Micron, Sanjay Mehrotra, has said that the AI-fueled global RAM and NAND shortage will continue through 2027 a
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
soared in premarket trading on Thursday after the memory maker reported blockbuster third-quarter earnings as the AI boom causes demand for memory to surge.
The company’s revenue more than quadrupled from $9.3 billion a year earlier to $41.46 billion in its fiscal third quarter, it reported on Wednesday. Revenue came in higher than analyst expectations of nearly $36 billion, according to
2026-06-25
www.upi.com
2026-06-25
upi.com
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2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-25
www.news-medical.net
2026-06-25
News-Medical
From Benchling
Jun 25 2026
Reviewed
NVIDIA today announced NVIDIA BioNeMo Agent Toolkit, which provides domain-specific tools and skills for the agentic life sciences era.
Image Credit: NVIDIA
Including more than a decade’s worth of NVIDIA life sciences libraries, tools and open models, the toolkit enables AI agents, scientists and labs to work together by gathering evidence, reasoning across f
2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
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2026-06-25
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2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves
Published on June 25, 2026 at 12:01 am by VARDAH GILL in News
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Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
On June 24, Stifel raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $360 from $340.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves
Vardah Gill
Wed, June 24, 2026 at 9:01 PM PDT 2 min read
TXN
-0.41%
ALAB
+0.73%
CRDO
-1.11%
MRVL
-0.84%
Explore stocks on Coinbase
Trading disclosure
Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
Stifel Raises Texas Instruments (TXN) T
2026-06-25
digitimes.com
2026-06-25
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.
2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com
2026-06-25
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-25
digitimes.com
2026-06-25
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.