Semiconductor News & Analysis Feed
25389 articles
2026-06-26
digitimes.com
2026-06-26
Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaperreported.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by February 2027, ahead of rival capacity expansion timelines. The site's first fabrication facility will break from conventional flat-floor layouts, stacking production floors three levels high in a pioneering triple-deck fab design.
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
digitimes.com
2026-06-26
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI data center investment helps lift wafer shipments, while pricing remains under pressure as capacity added during the last expansion cycle continues to weigh on the market.
2026-06-26
digitimes.com
2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com
2026-06-26
Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
2026-06-26
digitimes.com
2026-06-26
South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly moving closer to a new chip hub in Gwangju while SK Hynix continues to weigh a site in South Jeolla Province against overseas investment options.
2026-06-26
digitimes.com
2026-06-26
Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused M7 Pro and M7 Max processors to market in 2027, according to a Bloombergreport citing people familiar with the matter.
2026-06-26
digitimes.com
2026-06-26
South Korea's Ministry of Employment and Labor has launched chemical safety inspections at 25 semiconductor manufacturers, including SK Hynix, after a series of fluorine gas leaks at chip plants raised fresh concerns over industrial accidents.
2026-06-26
digitimes.com
2026-06-26
Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.
2026-06-26
zpravy.kurzy.cz
2026-06-26
Zprávy Kurzy.cz
The Industrial Alliance for Semiconductors gathered its members in Brussels to discuss the future of the semiconductor ecosystem.
On 26 June, members of the Industrial Alliance for Semiconductors came together for the first time since the adoption of the Chips Act 2.0 proposal. Industry leaders, policymakers, and research organisations considered the evolving policy landscape and future of the se
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Onsemi has agreed to buy Synaptics in an all-stock transaction valued at about US$7 billion, a deal that could reshape the edge AI landscape across automotive, industrial, and connected devices. If completed, the merger aims to broaden global access to...
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2026-06-26
www.digitimes.com
2026-06-26
digitimes
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-06-26
www.localsyr.com
2026-06-26
WSYR
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2026-06-26
www.localsyr.com
2026-06-26
WSYR
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2026-06-26
www.chosun.com
2026-06-26
조선일보
By Chae Je-u
Published 2026.06.26. 08:27
Updated 2026.06.26. 08:31
View of SK Hynix headquarters in Icheon, Gyeonggi. /News1
Securities firms are successively raising the target stock price of SK Hynix. Key factors include supply shortages and price increases for SK Hynix’s flagship product, HBM (high-bandwidth memory), as well as the Nasdaq listing of its American depositary receipts (ADR).
On
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Micron (MU) Stock Soaring Today
Jabin Bastian
Thu, June 25, 2026 at 4:29 PM PDT 4 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Qualcomm (QCOM) Stock Is Up Today
Petr Huřťák
Thu, June 25, 2026 at 4:21 PM PDT 2 min read
QCOM
+3.84%
META
-2.68%
Explore stocks on Coinbase
Trading disclosure
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.3% in the morning session after the company announced an aggressive expansion into the AI data center market with ambitious long-term revenue targets during i
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
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