Semiconductor News & Analysis Feed
4468 articles
2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics' System LSI division is pressing its mobile business to expand adoption of the in-house Exynos 2700 processor beyond the standard Galaxy S27 and S27 Plus models and into the premium Galaxy S27 Ultra and Galaxy Z Fold 8, according to The Bell.
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
digitimes.com
2026-06-24
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
2026-06-24
digitimes.com
2026-06-24
Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.
2026-06-24
digitimes.com
2026-06-24
The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global readers, the shift could shape future device performance, supply chains, and where advanced semiconductors are manufactured and assembled.
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-24
www.digitimes.com
2026-06-24
digitimes
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function,
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
The Technology Select Sector SPDR Fund (NYSEARCA:XLK) charges a sticker fee so small it looks like a rounding error. The real bill shows up in how much of your money is riding on three stocks you probably already own through your S&P 500 fund.
Video Muted
What You’re Actually Paying
XLK’s expense ratio sits at 0.08%, or roughly $8 a year per $10,000 invested, per State Street’s March 20, 2026 fa
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways
Mohit Oberoi
Tue, June 23, 2026 at 1:43 PM PDT 4 min read
NVDA
+0.18%
GOOGL
+1.22%
^IXIC
+0.52%
^GSPC
+0.44%
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Trading disclosure
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Ever since artificial intelligence (AI) became the buzzword in 2023, Nvidia (NVDA) has been at the forefron
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
Trade AMAT on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials, Teradyne, and Entegris Stocks Trade Down, What You Need To Know
Kayode Omotosho
Tue, June 23, 2026 at 1:08 PM PDT 4 min read
000660.KS
+0.98%
TER
-8.07%
ENTG
-8.58%
005930.KS
+9.84%
ASML.AS
+0.17%
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Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
www.billboard.com
2026-06-24
Billboard
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LEGAL NEWS
6/23/2026
NVIDIA SUED BY MUSIC PLATFORM JAMENDO OVER AI TRAINING ON SONGS: ‘A BLATANT VIOLATION’
The lawsuit claims the trillion-dollar chip giant's Fugatto music generator trained a free dataset that was intended only for academic research.
By
Bill Donahue
The Nvidia
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Less than 1 min read
MU
−13.18%
According to estimates from 40 analysts, Micron Technology, Inc. stock's average price target has risen from $1109.53 to $1123.28, with forecasts ranging from $249
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside
Less than 1 min read
AMAT
−8.48%
According to estimates from 32 analysts, Applied Materials, Inc. stock's average price target has risen from $543.72 to $549.34, with forecasts ranging from $425
2026-06-24
stockstory.org
2026-06-24
StockStory
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2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte