Semiconductor News & Analysis Feed
3646 articles
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
2026-06-24
www.costar.com
2026-06-24
CoStar
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
project-disco.org
2026-06-24
Disruptive Competition Project
Enabling Semiconductor Manufacturing in Space
YASWANT DEVARAKONDA · JUNE 23, 2026
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AI
SEMICONDUCTOR CHIPS
SPACE MANUFACTURING
Congress recently introduced the Semiconductor Superiority Act, which would expand the CHIPS and Science Act tax credits to include semiconductor manufacturing in space. Through the Act, Congress is positioning the U.S. to lead a technological shift that will
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Wall Street ends lower on semiconductor selloff as AI spending concerns mount
By Abigail Summerville, Twesha Dikshit and Joel Jose
Tue, June 23, 2026 at 1:38 PM PDT 3 min read
^GSPC
-1.44%
^IXIC
-2.21%
NVDA
-4.13%
GOOGL
-0.98%
INTC
-6.14%
Explore stocks on Coinbase
Trading disclosure
By Abigail Summerville, Twesha Dikshit and Joel Jose
June 23 (Reuters) - The Nasdaq and the S&P 500 closed at mor
2026-06-24
ccianet.org
2026-06-24
CCIA
Washington – The Computer & Communications Industry Association supports the efforts of Representative Vern Buchanan and Senator Ted Budd to expand U.S. leadership in semiconductor research and manufacturing with the Semiconductor Superiority Act, H.R. 8959 and S.4750.
The Act would amend the CHIPS and Science Act of 2022 to extend semiconductor manufacturing tax credits to facilities operating
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
Kayode Omotosho
Tue, June 23, 2026 at 12:44 PM PDT 5 min read
000660.KS
+0.98%
KLAC
-1.29%
005930.KS
+9.84%
ASML.AS
-0.95%
IFX.DE
-2.66%
Trade KLA on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (
2026-06-24
marklapedus.substack.com
2026-06-24
Semiecosystem
Quantum Computing Acquires NHanced Semiconductors
Quantum Computing Inc., a quantum optics and photonics company, has acquired NHanced Semiconductors, a U.S-based advanced packaging vendor
SEMIECOSYSTEM
JUN 24, 2026
5
1
1
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By Mark LaPedus
Quantum Computing Inc. (QCi), a quantum optics and photonics company, has acquired NHanced Semiconductors, a U.S-based advanced packaging vendor.
Under t
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
theindependent.sg
2026-06-24
The Independent Singapore News
Over 1,000 Malaysian job seekers queue 2 KM long in the scorching sun for walk-in interview with German semiconductor firm Infineon Technologies in Melaka (Photo: YouTube/Channel NewsAsia (CNA) + Facebook/Shadan Othman @shadan.othman.9)
MALAYSIA
3 min.Read
Over 1,000 Malaysian job seekers queue 2 km long in the scorching sun for walk-in interview with German semiconductor firm Infineon Technologie
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Stock Story
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KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
4 min read
KLAC
−9.17%
ON
−11.01%
NVMI
−9.47%
SOX
−7.87%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled
2026-06-24
www.financialcontent.com
2026-06-24
FinancialContent
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, In
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
Published on June 23, 2026 at 12:10 pm by HABIB UR REHMAN in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company’s latest relevant financial update came on June 10, 2026, when it reported May revenue
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How BE Semiconductor Industries (BESIY) Is Turning Hybrid Bonding Demand Into a Bigger AI Packaging Growth Target
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 2 min read
BESI.AS
-0.37%
BE Semiconductor Industries N.V. (OTC:BESIY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company strengthened its HBM-adjacent case on June 18, 2026, when it raised its long-term rev
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 1 min read
2330.TW
-4.02%
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company's latest relevant financial update came on June 10, 2026, when it reported May revenue o
2026-06-24
www.semiaccurate.com
2026-06-24
Semiaccurate
Who Are The Qualcomm Enterprise Customers?
Two names so far and a pitch thrown in for free
Jun 23, 2026 by Charlie Demerjian
Tomorrow Qualcomm is going to have their annual Investor Day and teased several enterprise announcements. SemiAccurate can tell you about one of the big ones, customers for their infrastructure program.
As you know, Qualcomm has been showing off their new infrastructure