Semiconductor News & Analysis Feed
1775 articles
2026-06-26
www.digitaltoday.co.kr
2026-06-26
디지털투데이
AI & Enterprise
China AI server chip market sees domestic share near 80 percent, narrowing Nvidia's footing
AI Summary
Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last
2026-06-26
digitimes.com
2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure and domestic chip development.
2026-06-26
digitimes.com
2026-06-26
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in visual sensing, smart technology, silicon carbide, and gallium nitride.
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
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
eetimes.com
2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
2026-06-26
www.investing.com
2026-06-26
Investing.com
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2026-06-26
www.kvue.com
2026-06-26
KVUE
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2026-06-26
ca.investing.com
2026-06-26
Investing.com Canada
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2026-06-26
tradersunion.com
2026-06-26
Traders Union
Texas Instruments (TXN) stock is trading at $312.98, reflecting a daily gain of 3.25%. The price is positioned above its key moving averages, highlighting notable strength relative to recent trend levels.
Guyasuta Investment Advisors Inc. has reduced its holdings in Texas Instruments by 19.9% during the first quarter, which may indicate portfolio rebalancing or a changed view on TXN, according to
2026-06-26
pro.thestreet.com
2026-06-26
TheStreet Pro
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TRADE-IDEAS
Should U.S. Investors Buy Into a Wall Street Listing for SK Hynix?
The market-share leader in High Bandwidth Memory chips is preparing the largest-ever listing on Wall Street for an Asian company. Is it a buy?
Alex Frew McMillan·Jun 25, 2026, 2:35 PM EDT
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
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Updated Today at 1:09 AM GMT+8
Tech stocks live: AI memory trade roars back after Micron earnings crush estimates
Daniel Howley · Technology Editor
Updated Thu, June 25, 2026 at 8:04 AM PDT 1 min read
MU
+17.09%
QCOM
+5.60%
IBM
-1.63%
^IXIC
-0.33%
BABA
-4.46%
Explore stocks on Coinbase
Trading disclosure
Micron's (MU) third quarter earnings on Wednesday delivered a powerful signal to AI trad
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
Explore stocks on Coinbase
Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Ed Ponsi·Jun 25, 2026, 9:15 AM EDT
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2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Someone is copying Anthropic's homework.
2026-06-25
za.investing.com
2026-06-25
Investing.com South Africa
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