Semiconductor News & Analysis Feed
861 articles
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese suppliers in the first quarter of 2026.
2026-06-23
digitimes.com
2026-06-23
Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and that the era of chip inflation has arrived.
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.theregister.com
2026-06-23
The Register
SYSTEMS
Nvidia gets all agentic about supercomputing for scientific research
Tireless AI agents could help scientists do research humans alone can't, says GPU giant
Dan Robinson
2
Published Mon 22 Jun 2026 // 18:15 UTC
Nvidia is pushing agentic AI for scientific computing, and says that this requires a new scientific computing stack, which the GPU giant is ready to deliver, of course.
At the
2026-06-23
www.semiconductor-today.com
2026-06-23
Semiconductor Today
ASML, TSMC and imec present 300mm integration route for industry-ready 2D-material-based transistors
In partnership with equipment provider Advanced Semiconductor Materials Lithography (ASML) of Veldhoven, The Netherlands and foundry Taiwan Semiconductor Manufacturing Corp (TSMC), nanoelectronics research center imec of Leuven, Belgium has presented a novel, robust and scalable 300mm integration
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
tomshardware.com
2026-06-23
Andrew E. Freedman
In a blog post, Valve explained its new randomized reservation systems, new tactics to stop scalpers, and why it has limited inventory.
2026-06-23
www.schaeffersresearch.com
2026-06-23
Schaeffer's Investment Research
Micron Technology Inc (NASDAQ:MU) is up 4.5% at $1,185.40 this afternoon, enjoying a pre-earnings lift, earlier touching a record high of $1,204.50. Now up 314% in 2026, MU continues to make noise in both the options pits and on Wall Street. MU is headed for a third-straight daily pop, while investors gear up for the company's fiscal third-quarter report, due out after the close on Wednesday.
Sho
2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NAIRR Science Program Reshapes Scientific Research, Powered by NVIDIA AI Infrastructure
June 22, 2026 by Zoe Kessler
0
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For the past two years, the U.S. National Science Foundation’s National Artificial Intelligence Research Resource (NAIRR) pilot program has driven innovative research across the U.S. for over 700 projects — spanning protein prediction and infectious disease outbreak manag
2026-06-22
m.techflowpost.com
2026-06-22
深潮TechFlow
伯恩斯坦研报解读：明年 HBM 价格必翻 2 倍以上，存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读：明年 HBM
价格必翻 2 倍以上，存储成…
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道，洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
撰文：小饼
HBM 还在按年度合同锁价，普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂，造普通
2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
devops.com
2026-06-22
DevOps.com
NVIDIA Research Bets on Code, Not Tool Calls, to Fix AI Spatial Reasoning
BY: TOM SMITH ON JUNE 22, 2026
NVIDIA Research has released SpatialClaw, an open-source framework that rethinks how AI agents handle one of the hardest problems in computer vision: Determining where things are in physical space. The project, published by NVIDIA’s research labs and hosted on GitHub under the NVlabs account,
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-22
digitimes.com
2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
news.google.com
2026-06-22
twelfthmagpie.com