Semiconductor News & Analysis Feed

976 articles
2026-06-23
www.thedailyupside.com 2026-06-23 The Daily Upside
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2026-06-23
tspasemiconductor.substack.com 2026-06-23 semivision
From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion Original Article By SemiVision Research [Reading time: 14 mins] SEMIVISION JUN 23, 2026 ∙ PAID 13 6 Share From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion Most people know TOTO because of toilets. In luxury hotels, TOTO’s smart toilets—capable of automatic lid opening, seat heating, w
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Super Micro (SMCI) Gets 15.66% Boost from Nvidia-Powered Blueprint Angelica Ballesteros Mon, June 22, 2026 at 6:50 PM PDT 2 min read SMCI -6.03% NVDA -4.13% Explore stocks on Coinbase Trading disclosure Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Stocks Paying Off Big Time. Super Micro rallied for a second day on Monday, jumping 15.66 percent to finish at $35.46 apiece, as investors
2026-06-23
news.google.com 2026-06-23 EE Times Asia
2026-06-23
www.timesleader.com 2026-06-23 Times Leader
Home News Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production News Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production By Bill O’Boyle boboyle@timesleader.com June 22, 2026 ❮ ❯ Listen to this Gov. Josh Shapiro and Pennsylvania Department of Community and Economic Development (DCED) Secretary Ric
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.
2026-06-23
digitimes.com 2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
digitimes.com 2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com 2026-06-23
Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.
2026-06-23
digitimes.com 2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
10 Words From Apple CEO Tim Cook That Are Music to the Ears of Micron Technology Investors David Jagielski, CPA, The Motley Fool Mon, June 22, 2026 at 3:20 PM PDT 3 min read MU -13.18% AAPL -0.91% NVDA -4.13% Explore stocks on Coinbase Trading disclosure Micron Technology (NASDAQ: MU) stock has been red hot over the past year amid an ongoing shortage of memory products driven by significant inves
2026-06-23
www.lincolnjournal.com 2026-06-23 lincolnjournal.com
PREV Previous PREVIOUS Jitterbit iPaaS Named 2026 CODiE Award Finalist for Best Int… iPaaS AI Assistant and industry-leading deployment speed pla… NEXT Next Up NEXT UP Premier Graphene Eyes Space and Aerospace Applications Six Weeks. Three Military Contracts. One Historic Milestone.… Qnity Powers the Transition from Shrink to Stack with Advanced Packaging Solutions Jun 22, 2026 Updated 1
2026-06-23
news.google.com 2026-06-23 Business Wire
2026-06-23
sg.finance.yahoo.com 2026-06-23 Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries. Qnity Powers the Transition from Shrink to Stack with Advanced Packaging Solutions Business Wire Mon, 22 June 2026 at 1:30 pm GMT-7 2 min read Q -8.23% Qnity’s material innovations enable next-generation advanced packaging, showcased through new Innovation Hub WILMINGTON, Del., June 22, 2026--(BUSINE
2026-06-23
247wallst.com 2026-06-23 24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $208 looks mispriced relative to its growth. The chip powering the AI build-out is on sale relative to its own growth rate and to every other megacap competing for capital. The stock sits roughly 11% below its 52-week high of $236.26, a drawdown that historically arrives with a thesis-breaking event. This time, the thesis is intact. Video Muted NVI
2026-06-23
seekingalpha.com 2026-06-23 Seeking Alpha
Positive Q2 results expected from ASML and other chip equipment makers: Wells Fargo Jun 22, 2026, 12:14 PM ETASML Holding N.V. (ASML) Stock, AMAT Stock, KLAC Stock, LRCX StockBy: Ravikash Bakolia, SA News Editor Copy Link Save Play (3min) Comments cmart7327 Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer
2026-06-22
www.theglobeandmail.com 2026-06-22 The Globe and Mail
Artificial intelligence is reshaping semiconductor manufacturing, and KLA CorporationKLAC appears to be one of the biggest beneficiaries. While AI demand is boosting chipmakers' investments in advanced logic and high-bandwidth memory (HBM), it is also increasing the need for sophisticated process control solutions that improve yield, reliability and manufacturing efficiency. KLA's third-quarter f
2026-06-22
www.tradingview.com 2026-06-22 TradingView
News / GuruFocus / Micron Q3 Earnings Preview: What to Expect From Upcoming Report Micron Q3 Earnings Preview: What to Expect From Upcoming Report Less than 1 min read MU −11.52% Micron Technology MU is scheduled to release fiscal third-quarter results on June 24, with investors expected to focus on demand for artificial intelligence memory chips, margin trends and the company's outlook for the
2026-06-22
seekingalpha.com 2026-06-22 Seeking Alpha
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2026-06-22
blogs.nvidia.com 2026-06-22 NVIDIA Blog
From Materials Simulation to Experimental Astronomy, New NVIDIA AI Software Unlocks Scientific Discoveries NVIDIA CUDA-X libraries, microservices and reference code accelerate AI for science. June 22, 2026 by Chris Porter 0 Share At the ISC conference running in Hamburg this week, NVIDIA is introducing new software that speeds AI for science, from chemistry and materials discovery to the search