Semiconductor News & Analysis Feed
627 articles
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-23
newsletter.semianalysis.com
2026-06-23
SemiAnalysis
China’s CXMT Is Set to Challenge DRAM Incumbents
CXMT IPO, SK Hynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs
RAY WANG, MYRON XIE, DYLAN PATEL, AND 3 OTHERS
JUN 23, 2026
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We were the first to describe the memory shortage coming from AI’s insatiable usage in reasoning and agentic flows in late 2024 on the newsletter. We have since p
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring
Syeda Seirut Javed
Tue, June 23, 2026 at 7:31 AM PDT 1 min read
MU
-13.18%
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Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what t
2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
twaslnews1.twaslnews.com
2026-06-23
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AI boom and HBM demand to boost Micron’s DRAM revenues in Q3 | FXStreet
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abdulrahman
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Key takeaways
Micron Technology, Inc. price and EPS surprise
HBM and AI adoption create a major tailwind for MU’s DRAM
Strategic partnerships strengthen Micron’s AI position
Key takeaways
Micron is set to report Q3 fiscal 2026 results, with DRAM expected
2026-06-23
stocktwits.com
2026-06-23
Stocktwits
stocktwits.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback · Stocktwits
Yuvraj Malik
Tue, June 23, 2026 at 2:15 AM PDT 2 min read
MU
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SNDK
-13.64%
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Amazon (AMZN) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
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We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer.
eCom
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Alphabet (GOOG) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
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Tech
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Discusses Qualcomm (QCOM) As A Value AI Play
Ramish Cheema
Mon, June 22, 2026 at 11:55 PM PDT 2 min read
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We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the stocks discussed by Jim Cramer.
QUALCOMM Inc. (NASDAQ:QCOM) is one of the largest sem
2026-06-23
www.fxstreet.com
2026-06-23
FXStreet
www.fxstreet.com
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2026-06-23
www.prnewswire.com
2026-06-23
PR Newswire
Qualcomm Announces 15 Startups Selected for Qualcomm AI Program for Innovators 2026 - APAC
NEWS PROVIDED BY
Qualcomm
23 Jun, 2026, 10:33 CST
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Teams from Japan, Singapore, and South Korea advance to the Mentorship Phase and Demo Day in Q4 2026
SAN DIEGO, June 23, 2026 /PRNewswire/ -- Qualcomm Technologies, Inc. today announced the 15 shortlisted startups selected to adv
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Qualcomm Announces 15 Startups Selected for Qualcomm AI Program for Innovators 2026 - APAC
PR Newswire
Mon, June 22, 2026 at 7:33 PM PDT 8 min read
Teams from Japan, Singapore, and South Korea advance to the Mentorship Phase and Demo Day in Q4 2026
SAN DIEGO, June 23, 2026 /PRNewswire/ -- Qualcomm Te
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
SK Hynix slows HBM4 production to boost DRAM profits
The world's leading HBM supplier is pumping the brakes on next-gen memory chips to chase fatter margins in conventional DRAM
2026-06-23
digitimes.com
2026-06-23
Thailand's newly established National Semiconductor and Advanced Electronics Policy Committee has approved the framework for a national semiconductor strategy and a workforce development plan to strengthen the country's position in the global chip supply chain.
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
2026-06-23
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.