Semiconductor News & Analysis Feed
25364 articles
2026-06-26
www.msn.com
2026-06-26
MSN
Tech giants raise prices: Apple and Microsoft announced significant price hikes for Macs, iPads, and Xbox consoles, citing soaring memory costs linked to AI demand.
AI drives chip shortage: Major memory producers are shifting supply to AI data centres, creating shortages and pushing up costs for consumer electronics manufacturers.
Long road to relief: Micron expects shortages to last through 202
2026-06-26
www.msn.com
2026-06-26
MSN
Major tech hikes: Apple and Microsoft have raised prices on Macs, iPads, and Xbox consoles, blaming soaring memory costs driven by AI data centre demand.
Supply squeeze impact: Chipmakers are prioritizing AI orders, causing DRAM prices to surge up to 98% this year and leaving less supply for consumer devices.
Prolonged shortage: Micron expects tight memory supply until at least 2027, suggesting
2026-06-26
www.digitaltoday.co.kr
2026-06-26
디지털투데이
Industry
onsemi to buy Synaptics for $7 billion to expand physical AI, edge AI
AI Summary
Analog silicon carbide chip maker onsemi, used in automotive and industrial markets, plans to acquire Synaptics in an all-share deal worth about $7 billion. Synaptics shareholders will receive 1.35 onsemi shares for each Synaptics share. onsemi aims to speed expansion of its physical AI and edge AI businesse
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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2026-06-26
www.tomshardware.com
2026-06-26
Tom's Hardware
Tech Industry Manufacturing Semiconductors
IBM goes sub-1nm, develops 0.7nm-class technology — offering up to 50% higher performance and 70% higher energy efficiency compared to IBM's 2nm-class node
News
By Anton Shilov published June 26, 2026
It uses two wafers instead of one, along with ultra-thin dielectric bonding
(Image credit: IBM)
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2026-06-26
tomshardware.com
2026-06-26
Anton Shilov
IBM's new 0.7nm-class fabrication process uses nanostack transistors, requires 2x more FEOL steps for massive improvements in performance, power, and area.
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, 26 June 2026 at 3:50 am GMT-7 1 min read
NVDA
-0.59%
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoting its latest Vera CPU to Chinese cloud and
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 1 min read
NVDA
-0.79%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoti
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
2330.TW
-2.09%
TSM
-1.90%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 16, Aletheia Capital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
MU
-3.89%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD
2026-06-26
simplywall.st
2026-06-26
simplywall.st
Germany/Semiconductors/XTRA:IFX
Is Infineon Technologies (XTRA:IFX) Fully Valued On China’s GaN Sales Ban?
June 26, 2026
Simply Wall St
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Infineon Technologies (XTRA:IFX) is back in focus after China’s Supreme People’s Court upheld an injunction on its Gallium Nitride products. This ruling blocks related sales in mainland China and closes a long running patent dispute with Innoscien
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Onsemi to Buy Synaptics for $7 Billion in Its Largest Deal Ever
Onsemi to Buy Synaptics for $7 Billion in Its Largest Deal Ever
Less than 1 min read
ON
−20.84%
SYNA
+0.34%
ON Semiconductor
ON
fell 12.48% in premarket after the chipmaker agreed to acquire Synaptics
SYNA
in an all-stock deal valued at approximately $7 billion, its largest acquisition to date. Synaptics shareh
2026-06-26
natlawreview.com
2026-06-26
The National Law Review
Five Reputable Semiconductor Process Material Manufacturers in China 2026: Advancing Semiconductor Material Innovation
Five Reputable Semiconductor Process Material Manufacturers in China 2026: Advancing Semiconductor Material Innovation
Press Release Date 06-26-2026
Logo for Semicera
Focusing on advancements in semiconductor process materials, including purity control, process optimiz
2026-06-26
www.myeverydaytech.com
2026-06-26
My Everyday Tech
Consumer News & Events
Cadence works out new partnership with Intel Foundry to advance Team Blue’s 14A process
5 hours ago Calvin Liew
Cadence has announced an expanded multi-year collaboration agreement with Intel Foundry to advance Design Technology Co-Optimization targeting Intel’s next-generation process technologies, beginning with Intel 14A.
Both companies are working together to devel
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
Asian Stock Market Crash Explained: Asian stock markets tanked as much as 6% on Friday (June 26) as Apple’s move to jack up prices of some of its product lines by as much as 20%, and the South Korean government’s proposal to tax unrealised gains on equities, weighed on sentiment for AI and chip-related stocks.
South Korea’s Kospi index ended 5.8% lower on Friday, briefly triggering the 8% lower c
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
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2026-06-26
www.sdxcentral.com
2026-06-26
SDxCentral
Openchip and SUSE partner to drive European sovereign at the chip level
Open source giant brought in to optimize RISC-V hardware for sovereign enterprise deployments
June 26, 2026 By Ben Wodecki Have your say
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Semiconductor company Openchip has continued its open RISC-V efforts, enlisting SUSE to collaborate on developing sovereign-cent
2026-06-26
techeconomy.ng
2026-06-26
Techeconomy
Apple has increased the prices of several iPad, MacBook and smart home products after a surge in memory chip costs, saying it can no longer absorb the impact of an industry-wide supply squeeze driven by growing investment in AI data centres.
The price changes do not affect the iPhone, but they push the entry-level MacBook Neo to $699 from its launch price of $599. Apple said skyrocketing memory a