Semiconductor News & Analysis Feed
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2026-06-23
www.thedailyupside.com
2026-06-23
The Daily Upside
www.thedailyupside.com
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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
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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%
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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
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Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production
By Bill OBoyle boboyle@timesleader.com
June 22, 2026
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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%
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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
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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.
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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
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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
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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
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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