Semiconductor News & Analysis Feed
924 articles
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
digitimes.com
2026-06-25
The European Commission has given the green light to a EUR76 million (approx. US$86.3 million) German subsidy supporting QuantumDiamonds' plan to build a new semiconductor testing equipment facility in Munich, the Commission announced. The approval is the latest step in Brussels' push to reduce Europe's reliance on foreign chip technology and strengthen its industrial autonomy.
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
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
sg.finance.yahoo.com
2026-06-25
Yahoo Finance Singapore
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Micron Technology, Inc. Reports Record Results for the Third Quarter of Fiscal 2026
Micron Technology, Inc.
Wed, 24 June 2026 at 1:01 pm GMT-7 14 min read
MU
-0.31%
Micron Technology, Inc.
Micron executes transformational Strategic Customer Agreements
BOISE, Idaho, June 24, 2026 (GLOBE NEWSWIRE) -- M
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
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Stock Story
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Why Marvell Technology (MRVL) Shares Are Trading Lower Today
Why Marvell Technology (MRVL) Shares Are Trading Lower Today
2 min read
MRVL
−0.84%
MU
−0.31%
KOSPI
+3.26%
What Happened?
Shares of networking chips designer Marvell Technology
MRVL
fell 4.1% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capi
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
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Stock Story
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Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
3 min read
VSH
−5.72%
HIMX
−6.23%
MU
−0.31%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish re
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Published on June 24, 2026 at 3:03 pm by RAMISH CHEEMA in News
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We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a major position in Appaloosa Management’
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:03 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a maj
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
MU
-2.86%
MSFT
-0.93%
NVDA
-1.14%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
With memory markets continuing to improve over the past
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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Earnings Analysis
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Micron Technology Forecast: Bearish Momentum Signals Are Emerging
Jun 24, 2026, 9:15 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock
MarketPulse by OANDA Group
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Summary
Micron remains one of the strongest AI winners of 2026 despite the recent semiconductor selloff.
The stock has surged 268% year-to-date
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Gains from Insatiable Demand For Computing Power
Soumya Eswaran
Wed, June 24, 2026 at 5:20 AM PDT 3 min read
MU
-2.93%
^GSPC
-0.13%
CL=F
-3.85%
Trade MU on Coinbase
Trading disclosure
Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund retu
2026-06-24
www.semiconductor-today.com
2026-06-24
Semiconductor Today
Infineon’s GaN technology boosts efficiency and power density in BRC Solar’s Power Optimizer
Infineon Technologies AG of Munich, Germany says that its CoolGaN Transistor 100V devices have been selected by BRC Solar GmbH of Ettlingen, Germany (which provides module-level power electronics for photovoltaic systems) as the core switching technology for its Power Optimizer.
The CoolGaN Transistor 10
2026-06-24
www.thediplomat.ro
2026-06-24
The Diplomat Bucharest
HomeNewsGunter Krasser, Infineon Technologies: “Building technology hubs requires talent, collaboration and funding”
Gunter Krasser, Infineon Technologies: “Building technology hubs requires talent, collaboration and funding”
NEWS
TOP STORIES
TECHNOLOGY
PUBLISHED ON
JUNE 24, 2026
BY
PETRE BARAC
Strong university partnerships, thriving technology ecosystems and targeted funding mechanisms are es
2026-06-24
itif.org
2026-06-24
Information Technology and Innovation Foundation (ITIF)
The Trump administration has imposed tariffs on semiconductor imports on national security grounds under Section 232 of the Trade Expansion Act. These tariffs would raise ICT prices and thereby lower ICT consumption and capital stocks, which would reduce economic growth and lower Americans’ living standards.
2026-06-24
digitimes.com
2026-06-24
Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
2026-06-24
digitimes.com
2026-06-24
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24
2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.