Semiconductor News & Analysis Feed
2536 articles
2026-06-20
www.msn.com
2026-06-20
MSN
Record PS5 upgrade cost: SanDisk’s new officially licensed PS5 SSDs cost up to $2,959.99 for the 8TB model, far exceeding the price of the console itself.
Chip shortage pressure: Global NAND flash and DRAM shortages, fuelled by AI infrastructure demand, are keeping SSD prices high across consumer markets.
Price relief outlook: Analysts see only modest SSD price drops in late 2026, with high-capa
2026-06-20
cryptobriefing.com
2026-06-20
Crypto Briefing
Samsung, Micron, SK Hynix squeeze consumer tech amid chip shortage
Three companies control nearly all DRAM production and they're sending it somewhere that isn't your laptop
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Joins NVIDIA On AI Memory While HBM4E Samples Reach Customers
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
SK hynix (KOSE:A000660) has entered a multiyear co-development partnership with NVIDIA to create advanced AI memory solutions for next-generation platforms.
The company has shipped HBM4E DRAM samples to major custome
2026-06-20
ca.finance.yahoo.com
2026-06-20
Yahoo! Finance Canada
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 p.m. PDT 3 min read
MU
+6.82%
SNDK
+4.07%
NVDA
-0.97%
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation NVDA over the past year. The company recent
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 PM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
SNDK
+4.07%
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Trading disclosure
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation
2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We Find Risky
Weixin Lin
Fri, June 19, 2026 at 8:08 AM PDT 3 min read
NXPI
+3.18%
^GSPC
-0.37%
PHIA.AS
+0.77%
QRVO
+3.62%
QCOM
-1.86%
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Trading disclosure
3 Semiconductor Stocks We Find Risky
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more pow
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technology itself.
Hyperscalers such as Amazon (NASDAQ:AMZN | AMZN Pr
2026-06-19
www.barrons.com
2026-06-19
Barron's
__fail__
2026-06-19
www.techtimes.com
2026-06-19
Tech Times
By Allen Lee
Published: Jun 19 2026, 10:08 AM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soaring
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We’re Skeptical Of
Petr Huřťák
Fri, June 19, 2026 at 6:08 AM PDT 3 min read
TXN
+2.92%
^GSPC
-0.37%
PLAB
+1.28%
VSH
-0.97%
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Trading disclosure
3 Semiconductor Stocks We're Skeptical Of
Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it's
2026-06-19
www.aol.com
2026-06-19
AOL.com
SK Hynix Has a Major Warning for Micron Technology Stock Investors
HARSH CHAUHAN, THE MOTLEY FOOL
Fri, June 19, 2026 at 8:43 PM GMT+8
0
Key Points
SK Hynix is trying to address the supply constraints in the memory industry by doubling its memory production capacity over the next five years.
This may seem like a negative for Micron Technology at first, given that it has benefited from the severe
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
SK Hynix Has a Major Warning for Micron Technology Stock Investors
Harsh Chauhan, The Motley Fool
Fri, June 19, 2026 at 5:43 AM PDT 5 min read
MU
+6.82%
NVDA
-0.97%
000660.KS
-7.30%
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Trading disclosure
Memory chips have been in phenomenal demand over the past three years due to their deployment in artificial intelligence (AI) data center accelerators, such as graphics ca
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
__fail__
2026-06-19
tomshardware.com
2026-06-19
Luke James
Intel has appointed Seok-Hee Lee, the former chief executive of memory maker SK hynix and battery maker SK On, as executive vice president of Intel Foundry.
2026-06-19
www.tomshardware.com
2026-06-19
Tom's Hardware
Tech Industry
Intel hires former SK hynix chief Seok-Hee Lee to lead Intel Foundry advanced packaging — company establishing section as 'focused business with dedicated leadership'
News
By Luke James published June 19, 2026
Intel carves back-end packaging into a standalone business.
(Image credit: Getty / Future Publishing)
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2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
A Chinese AI lab is allegedly catching up with Anthropic.
2026-06-19
www.kedglobal.com
2026-06-19
KED Global
KOSPI 200 ETF debuts in Hong Kong amid growing demand for direct, greater access to Korean stocks
Hong Kong Stock Exchange (Courtesy of Getty Images) Overseas investors are increasingly buying South Korean equities directly, as exchange traded funds (ETFs) linked to Korean stocks proliferate across Hong Kong, the US and Europe, providing greater access to the Korean market.The shift, which