Semiconductor News & Analysis Feed
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2026-06-30
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2026-06-30
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2026-06-30
news.google.com
2026-06-30
CT Insider
2026-06-30
www.rockpapershotgun.com
2026-06-30
Rock Paper Shotgun
Home Hardware News
US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply
Update: Micron respond
Image credit: Rock Paper Shotgun
News by Mark Warren Senior Staff Writer
Updated on June 30, 2026
28 comments
Update: Micron have issued the following statement to RPS: "Micron disagrees with the allegations contained in the complaint. We co
2026-06-30
eetimes.com
2026-06-30
MCP gives enterprise AI a common, open plumbing layer to connect models with tools, data, and agents.
2026-06-30
www.streetinsider.com
2026-06-30
StreetInsider
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2026-06-30
moneywise.com
2026-06-30
moneywise.com
Rudro Chakrabarti
Jun 30, 2026
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook laying the blame on the companies that supply the memory chips inside its products.
"There's less supply at a time when consumers want devices and the memory guys are passing along huge price increa
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED)
Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED)
3 min read
OLED
−0.73%
TXN
−2.98%
ST
−3.40%
MPWR
−4.40%
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Nvidia and 2 AI Infrastructure Stocks Backed by Cash Flow Value
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
With central banks weighing their next moves, inflation sending mixed signals, and energy markets reacting to Middle East tensions, many stocks are being priced on headlines rather than on their underlying cash generation. The Undervalue
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Apple Just Raised Prices Because of a Chip Shortage. But the Real Winner Isn't Apple. It's This AI Stock.
Daniel Sparks, The Motley Fool
June 29, 2026 5 min read
AAPL
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NVDA
-1.85%
Explore stocks on Coinbase
Trading disclosure
On June 25, Apple (NASDAQ: AAPL) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And th
2026-06-30
www.trendforce.com
2026-06-30
TrendForce
[News] Samsung, SK hynix 800 Trillion Won Expansion Strains Chipmaking Tool Supply, Potentially Pressures TSMC, Intel
2026-06-30 Semiconductors editor
News
Please note that this article cites information from The Elec, Chosun Biz, and Economic Daily News.
The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping in
2026-06-30
www.marketscreener.com
2026-06-30
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
On June 25, Apple (
AAPL
+1.36%
) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And the Apple TV, the HomePod, and the Vision Pro got more expensive, too. And the company didn't point to tariffs or a product redesign for the price hike. It blamed memory.
Apple said in a statement to media last week that it has "neve
2026-06-30
techxplore.com
2026-06-30
Tech Xplore
__fail__
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
digitimes.com
2026-06-30
Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply chain, with global implications for electronics pricing and availability. Industry sources said buyers are seeking to secure supply before further increases, while weak demand and AI-related capacity pressure continue to shape the market.
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
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.
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
Samsung Electronics is moving forward again on its 1.4nm foundry process, but on a slower schedule than originally planned, The Bellreported, citing industry sources.
2026-06-30
digitimes.com
2026-06-30
Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.