Semiconductor News & Analysis Feed
988 articles
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Vardah Gill
Sun, June 14, 2026 at 10:16 PM PDT 2 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins' 10 Dividend Stock Picks.
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
On
2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
ByteDance in talks to acquire AI chips from Iluvatar CoreX in push away from Nvidia
TikTok's parent company is negotiating to buy at least 50,000 AI inference GPUs from the Shanghai-based chipmaker as
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
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
Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology from Taiwan's PSMC, has also drawn a strategic partnership with Dutch lithography equipment supplier ASML.
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-15
digitimes.com
2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-15
www.digitaltrends.com
2026-06-15
Digital Trends
Making chips smaller has dominated the semiconductor conversation for years, but TSMC’s next big leap may come from how those chips are packaged instead. According to analyst Ming-Chi Kuo, the company is developing a new Chip-on-Panel-on-Substrate, or CoPoS, technology that promises lower manufacturing costs while delivering better performance for future AI processors.
TSMC’s CoPoS packaging coul
2026-06-14
tomshardware.com
2026-06-14
Hassam Nasir
Intel's Raptor Lake family might be coming back for a third time and sit alongside Nova Lake on shelves as the budget-oriented offering from the company.
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
The Computer History Museum recalls one of its biggest ever retro treasure troves. This ‘astonishing’ haul was rescued from an abandoned warehouse in the town of Castrop-Rauxel, Germany.
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
State attorneys general have opened a broad investigation into OpenAI, subpoenaing documents on ads, user retention, data handling, minors, health data, model behavior, and safety policies.
2026-06-14
www.gurufocus.com
2026-06-14
GuruFocus
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2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
Micron stock is down 9% from its highs. Should I buy the dip?
Edward Sheldon, CFA
Sat, 13 June 2026 at 12:33 am GMT-7 3 min read
MU
-1.43%
Image source: Getty Images.
After a massive move higher over the last year (around 750%), Micron (NASDAQ: MU) stock has pulled back recently. As I write this on Friday (12 June), it’s about 9% below its highs.
Should I buy the dip and add the stock to my ISA?
2026-06-13
www.aol.com
2026-06-13
AOL.com
ASML May Benefit More From the AI Memory War Than TSMC
DR. ROBERT CASTELLANO
Updated Fri, June 12, 2026 at 10:37 PM GMT+8
0
Quick Read
The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix, and Micron into an aggressive EUV technology arms race.
ASML benefits regardless of the HBM winner as MU accelerates EUV system purchases from 1 in 2023 to 8 by 2027.
Act now: the
2026-06-13
digitimes.com
2026-06-13
Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.
2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-13
digitimes.com
2026-06-13
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.