Semiconductor News & Analysis Feed
6948 articles
2026-06-30
pandaily.com
2026-06-30
Pandaily
News
It's Not Just Phones — Even Routers Are Getting More Expensive Due to the Chip Shortage
Published:
June 30, 2026
Reading Time:
2 min read
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The AI-driven DRAM shortage is rippling beyond smartphones to routers, smart home devices, and consumer electronics as HBM production consumes memory manufacturing capacity.
The global chip shortage h
2026-06-30
www.chosun.com
2026-06-30
조선일보
By Kang Da-eun
Published 2026.06.30. 09:06
Updated 2026.06.30. 14:39
Samsung Electronics, SK Hynix, and Micron corporate logos / Courtesy of respective companies
Global memory giants Samsung Electronics, SK Hynix, and Micron have been embroiled in a class-action lawsuit in the U.S. over allegations of DRAM price-fixing. U.S. consumers and small-to-medium PC companies claim the three firms intent
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU | MU Price Prediction) could be worth roughly four times its current price. However,
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030
Thomas Richmond
June 29, 2026 4 min read
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Luria says Micron could 4x by 2030 while Microsoft's 19x P/E looks cheap given its 50% AI compute backlog advantage over Google.
Memory faces less competition than CPUs yet Micron trades a
2026-06-30
techxplore.com
2026-06-30
Tech Xplore
__fail__
2026-06-30
www.sandiegouniontribune.com
2026-06-30
San Diego Union-Tribune
BUSINESS
TECHNOLOGY
News
What Wall Street analysts are saying about Qualcomm’s next act
Analysts weigh in after private panels on Qualcomm's push into one of the fastest-growing markets
Qualcomm President and CEO Cristiano Amon, pictured during the Computex 2026 exhibition in Taiwan, discusses agentic AI a few weeks before he debuts Qualcomm's new datacenter product suite during Investor Day in Ne
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
digitimes.com
2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
digitimes.com
2026-06-30
South Korea's inventories of high-purity carbon dioxide, a critical material used in advanced semiconductor manufacturing, have fallen below normal buffer levels, raising procurement concerns across the chip industry, according to The Elec.
2026-06-30
digitimes.com
2026-06-30
Samsung said on June 29 it will invest a combined KRW2,655 trillion (approx. US$1.72 trillion as of June 30, 2026) across its domestic operations, splitting the figure between continued buildout of its existing Pyeongtaek and Yongin semiconductor clusters and a fresh push into Korea's southwestern Honam region, where the bulk of the new money is aimed at memory capacity.
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-30
digitimes.com
2026-06-30
Japan's world-renowned Riken institute announced in late March 2026 that its homegrown superconducting quantum computer, "Ei-II," jointly developed with the University of Osaka, had officially gone online with 144 qubits and 99.9% fidelity. Taiwan's National Science and Technology Council (NSTC) said Riken will next work with Taiwan's academic community on research, including next-generation compo
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
2026-06-30
digitimes.com
2026-06-30
Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply chain, with global implications for electronics pricing and availability. Industry sources said buyers are seeking to secure supply before further increases, while weak demand and AI-related capacity pressure continue to shape the market.
2026-06-30
digitimes.com
2026-06-30
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to meet projected AI memory demand.
2026-06-30
digitimes.com
2026-06-30
Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.