Semiconductor News & Analysis Feed
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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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dorsaVi Finalises RRAM-CMOS Validation Chip Design for Ultra-Edge AI
dorsaVi Finalises RRAM-CMOS Validation Chip Design for Ultra-Edge AI
2 min read
DVL
0
dorsaVi
DVL
has finalised the design package for its first integrated resistive random access memory-complementary metal-oxide semiconductor (RRAM-CMOS) validation chip.
The company has developed the chip with NTU Singapo
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com
2026-06-18
Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.
2026-06-18
digitimes.com
2026-06-18
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
2026-06-18
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2026-06-18
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Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
RefinitivLess than 1 min read
000660
+4.20%
005930
+0.72%
MU
+2.20%
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2026-06-18
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2026-06-18
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Apple to raise prices due to memory chip shortage, CEO tells WSJ
Apple to raise prices due to memory chip shortage, CEO tells WSJ
RefinitivLess than 1 min read
AAPL
−1.10%
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2026-06-18
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2026-06-18
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Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ
Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ
Refinitiv1 min read
AAPL
−0.34%
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2026-06-18
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2026-06-18
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Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
2 min read
AMAT
+4.35%
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials
AMAT
jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of
2026-06-18
eetimes.com
2026-06-18
uOttawa cracks quantum turbulence, making ultra-secure communication cheaper.
2026-06-18
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2026-06-18
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Citi Has a New Micron Stock Target for 2027
Citi Has a New Micron Stock Target for 2027
Less than 1 min read
MU
+2.20%
Micron Technology
MU
received a higher price target from Citi, which lifted its forecast to $1,200 from $840 while maintaining a Buy rating on the memory-chip maker.
Citi said Micron could benefit from stronger-than-anticipated pricing trends across memory m
2026-06-18
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2026-06-18
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Micron & Another AI Memory Stock to Buy Now for Big Upside
Micron & Another AI Memory Stock to Buy Now for Big Upside
2 min read
MU
+2.20%
STX
+3.37%
For quite some time, Micron Technology MU and Seagate Technology Holdings plc STX have been benefiting from the artificial intelligence (AI) boom, as rising data needs fuel demand for memory and storage solutions.
Both stocks have de
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 3.51%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
The upward movement of Cadence Design Systems was primarily fueled by robust secular trends in the Ele
2026-06-18
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2026-06-18
TradingKey
Synopsys Inc (SNPS) moved up by 5.41%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
Synopsys experienced a strong upward move today, propelled by key product announcements and ongoing momentum in the
2026-06-18
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2026-06-18
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AMD, Intel Rise as TSMC Capacity Tightens
AMD, Intel Rise as TSMC Capacity Tightens
Less than 1 min read
AMD
+3.49%
INTC
+4.40%
Advanced Micro Devices (AMD, Financials) and Intel moved higher as investors reacted to fresh signs that advanced chipmaking capacity remains tight. AMD rose about 3% in premarket trading. Intel gained roughly 4%.
The move followed a report that Samsu
2026-06-17
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2026-06-17
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Will Keysight's VPIphotonics Acquisition Strengthen its Growth Story?
Will Keysight's VPIphotonics Acquisition Strengthen its Growth Story?
3 min read
KEYS
+1.90%
Keysight Technologies, Inc. KEYS recently announced that it has completed the buyout of VPIphotonics. VPIphotonics boasts a strong expertise in system-level simulation software for optical communication networks and photo
2026-06-17
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2026-06-17
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Can Strong Smartphone Demand Sustain AMKR's Growth Momentum?
Can Strong Smartphone Demand Sustain AMKR's Growth Momentum?
2 min read
AMKR
+4.31%
Amkor Technology AMKR continues to benefit from a favorable shift in premium smartphone architecture as a structural growth lever. Premium device adoption is rising alongside accelerating 5G penetration and deeper on device AI integration,
2026-06-17
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2026-06-17
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Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
3 min read
AMAT
+8.08%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand fo
2026-06-17
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2026-06-17
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen