Semiconductor News & Analysis Feed
924 articles
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
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.
2026-06-26
marklapedus.substack.com
2026-06-26
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IBM Debuts Nanostack Technology For Sub-1nm Chips
Big Blue has unveiled a sub-1nm chip technology, featuring a new transistor
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Cadence Design Systems says Jilin University students are using Cadence Fidelity CFD to design award-winning race cars. The company describes the technology as helping to optimize aerodynamics and accelerate every iteration.
Cadence Design Systems shares a video on how hands-on CFD is shaping future engineers. Details are available in the linked content.
CDNS is trading at $368.42, sitting below
2026-06-25
www.eejournal.com
2026-06-25
EEJournal
June 25, 2026
Infineon CoolGaN™ technology enables new levels of efficiency and power density in BRC Solar’s Power Optimizer
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) announces that BRC Solar GmbH has selected Infineon’s CoolGaN™ Transistor 100 V devices as the core switching technology for its Power Optimizer. The CoolGaN Transistor 100 V family delivers industry-leading switching perf
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
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TradingView
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Less than 1 min read
MU
+13.43%
According to estimates from 42 analysts, Micron Technology, Inc. stock's average price target has risen from $1150.51 to $1406.86, with forecasts ranging from $345 t
2026-06-25
www.newsfilecorp.com
2026-06-25
TMX Newsfile
Tel Aviv, Israel--(Newsfile Corp. - June 25, 2026) - Eco Wave Power Global AB is pleased to share that NVIDIA has published a corporate blog featuring the Company titled "Eco Wave Power Turns Waves Into Watts With NVIDIA AI Infrastructure and Digital Twins."
Read the full article:
https://blogs.nvidia.com/blog/eco-wave-power-ai-digital-twins/
For convenience, the full text of the NVIDIA article
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
www.chosun.com
2026-06-25
조선일보
By Kang Da-eun
Published 2026.06.25. 19:00
On the 24th, local time, IBM releases IBM's sub-1 nm node wafer. /IBM
U.S. IT giant IBM has unveiled the world’s first semiconductor process technology below 1 nanometer (nm·one-billionth of a meter). If commercialized, the technology could significantly reduce power consumption while dramatically boosting computing performance, potentially serving as a
2026-06-25
www.coindesk.com
2026-06-25
CoinDesk
Computer memory chipmaker Micron Technology (MU) delivered blowout Q3 earnings on Wednesday, lifting the entire AI memory sector, AI-related stocks and even giving crypto a slight boost.
Bitcoin
BTC
$61,270.96
climbed back above $60,000 after markets closed, but bullish AI sentiment will ultimately pull more liquidity away from crypto.
Micron shares surged 16% in premarket trading on Thursday
2026-06-25
newsroom.ibm.com
2026-06-25
IBM Newsroom
YORKTOWN HEIGHTS, NY, June 25, 2026 – IBM (NYSE: IBM) today unveiled a major semiconductor breakthrough with the introduction of the world’s first sub-1 nanometer (nm) chip technology, featuring a revolutionary transistor architecture at the 0.7 nm, or 7 angstrom node. The achievement marks a landmark moment for an industry facing the physical limits of traditional chip scaling. Semiconductors pla
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology (MU) Announces Collaboration with Anthropic to Scale Next Generation AI Infrastructure
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. Micron's share prices have zoomed 722.27% in the past year, while it has increase
2026-06-25
digitimes.com
2026-06-25
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
2026-06-25
digitimes.com
2026-06-25
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.
2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.