Semiconductor News & Analysis Feed
187 articles
2026-06-18
www.investors.com
2026-06-18
Investor's Business Daily
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2026-06-17
www.trefis.com
2026-06-17
Trefis
Micron Technology Stock On A Winning Streak: Time To Get In Or Book Profits?
June 17th, 2026 by Trefis Team
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Trefis
MU
Micron Technology
Micron Technology (MU) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But
2026-06-17
www.tipranks.com
2026-06-17
TipRanks
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2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
United Microelectronics Corporation (UMC) is down 6.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader pullback in semiconductor equities and risk appetite rather than a single UMC-specific negative announcement. This could be because investors are taking profits after a strong run in chip names, with macro-driv
2026-06-15
www.digitimes.com
2026-06-15
digitimes
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea, and...
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2026-06-15
wccftech.com
2026-06-15
Wccftech
The 2nm GAA process is slowly gaining traction through improved yields, with Samsung’s more mature 4nm and 8nm nodes increasing in utilization, becoming one of the reasons why the Korean giant is slowly approaching the path of profitability. Unfortunately, there’s always some resistance in the way, and according to the company’s semiconductor head, it’s performance-based bonuses and a mobile-centr
2026-06-15
www.techtimes.com
2026-06-15
Tech Times
By Allen Lee
Published: Jun 14 2026, 20:42 PM EDT
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Tower cranes are seen at the construction site of the Samsung Electronics factory in Pyeongtaek on May 28, 2026. SHIN YONG-JU/AFP VIA GETTY IMAGES
Samsung Electronics expects its foundry business to return to annual profitability in 2028 — late
2026-06-15
www.techtimes.com
2026-06-15
Tech Times
By Allen Lee
Published: Jun 14 2026, 20:42 PM EDT
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Tower cranes are seen at the construction site of the Samsung Electronics factory in Pyeongtaek on May 28, 2026. SHIN YONG-JU/AFP VIA GETTY IMAGES
Samsung Electronics expects its foundry business to return to annual profitability in 2028 — late
2026-06-15
digitimes.com
2026-06-15
Below are the most-read DIGITIMES Asiastories from the week of June 8-14, 2026:
2026-06-15
digitimes.com
2026-06-15
Wus Printed Circuit is pressing ahead with an AI-driven transformation, with its chairman and president outlining plans to move toward profitability as demand builds across high-performance computing and emerging technology markets.
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea,and Chosunreported.
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Image of Jensen Huang by jamesonwu1972 via Shutterstock
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear signal: AI has become “insanely profitable” for Taiwan Semiconductor (TSM). Those words capture exactly why TSM stock remains in a league of its own.
Over the past few months, sem
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
Nauman Khan
Fri, June 12, 2026 at 6:00 AM PDT 4 min read
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When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear si
2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
Samsung Electronics’ foundry chief Han Jin-man (Samsung Electronics)
Samsung Electronics’ foundry chief Han Jin-man said Friday the company’s contract chipmaking business is unlikely to turn profitable next year, making 2028 a more realistic target for a turnaround.
Han, president and head of Samsung Electronics’ foundry business under its Device Solutions division, made the remarks during a man
2026-06-11
news.google.com
2026-06-11
WSYR
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.