Semiconductor News & Analysis Feed
75 articles
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.
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Chris Versace·Jun 24, 2026, 2:45 PM EDT
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2026-06-24
kalkine.com.au
2026-06-24
Kalkine
Highlights
AI shares rose 13.73% to AUD 0.058 during the morning session on 24 June 2026 following a strategic AI chip design presentation
The company introduced “Chipforge”, an AI-native sovereign semiconductor design platform
Presentation highlighted a global shift toward sovereign chip investment exceeding USD 115 billion
AI positioned AI-assisted design as a solution to industry-wide engineer
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
2026-06-22
sg.finance.yahoo.com
2026-06-22
Yahoo Finance Singapore
ON Semiconductor Corporation (ON) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Mon, 22 June 2026 at 6:00 am GMT-7 5 min read
ON
-10.67%
^GSPC
-1.15%
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the
2026-06-22
digitimes.com
2026-06-22
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing initial public offerings (IPOs) to fund future capacity growth and technology upgrades. South Korean industry players are paying particularly close attention to YMTC, which focuses on NAND Flash and is closing in
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman lifts target as robotics push and patent win draw attention
20.06.2026 - 10:11:10 | ad-hoc-news.de
Infineon stock is back in the analyst spotlight after Goldman Sachs raised its price target and the chipmaker detailed its humanoid robotics ambitions and a fresh patent victory in GaN power chips. Saturday’s focus: long-term strategy and business mode
2026-06-18
uk.finance.yahoo.com
2026-06-18
Yahoo Finance UK
ASML Holding N.V. (ASML) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Thu, 18 June 2026 at 6:00 am GMT-7 5 min read
ASML
-0.11%
ASML (ASML) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this equipment supplier to s
2026-06-18
www.trefis.com
2026-06-18
Trefis
__fail__
2026-06-18
digitimes.com
2026-06-18
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-17
tomshardware.com
2026-06-17
Anton Shilov
Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments precision op amp family gains fresh investor attention as analog demand stays resilient
17.06.2026 - 08:16:14 | ad-hoc-news.de
Texas Instruments' precision operational amplifiers remain a staple on engineers' BOMs as industrial and automotive designs push for higher accuracy, lower power and long product lifecycles.
Texas Instruments, US882508104
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
1 Semiconductor Stock Worth Your Attention and 2 We Brush Off
Adam Hejl
Mon, June 15, 2026 at 1:44 AM PDT 4 min read
LSCC
+1.17%
^GSPC
+0.50%
KLIC
+1.17%
MRVL
-0.36%
Explore stocks on Coinbase
Trading disclosure
1 Semiconductor Stock Worth Your Attention and 2 We Brush Off
Semiconductors are the picks and shovels of modern technology. Compute-intensive AI workloads are also priming them for the n
2026-06-15
stockstory.org
2026-06-15
StockStory
__fail__
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
2026-06-12
news.financial
2026-06-12
news.financial
June 12th, 2026 | 08:15 CEST
PAY ATTENTION! SOMETHING IS BREWING HERE: IS HPQ SILICON UNDERVALUED? ARE INFINEON AND SIEMENS ENERGY OVERVALUED?
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Photo credits: Pixabay
The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers a
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.