Semiconductor News & Analysis Feed
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2026-06-30
news.futunn.com
2026-06-30
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2026-06-30
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2026-06-30
semivision
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Apple Just Raised Prices Because of a Chip Shortage. But the Real Winner Isn't Apple. It's This AI Stock.
Daniel Sparks, The Motley Fool
June 29, 2026 5 min read
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Trading disclosure
On June 25, Apple (NASDAQ: AAPL) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And th
2026-06-30
www.trendforce.com
2026-06-30
TrendForce
[News] Samsung, SK hynix 800 Trillion Won Expansion Strains Chipmaking Tool Supply, Potentially Pressures TSMC, Intel
2026-06-30 Semiconductors editor
News
Please note that this article cites information from The Elec, Chosun Biz, and Economic Daily News.
The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping in
2026-06-30
www.marketscreener.com
2026-06-30
marketscreener.com
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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.fool.com
2026-06-30
The Motley Fool
On June 25, Apple (
AAPL
+1.36%
) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And the Apple TV, the HomePod, and the Vision Pro got more expensive, too. And the company didn't point to tariffs or a product redesign for the price hike. It blamed memory.
Apple said in a statement to media last week that it has "neve
2026-06-30
www.bitget.com
2026-06-30
Bitget
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
Dinari partners with tZERO to develop a tokenized U.S. stock platform
Pump.fun App adds support for token trading on the Robinhood chain
Key Players' Defense: Major platforms deploy
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
www.mk.co.kr
2026-06-30
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www.mk.co.kr
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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
MU
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Quick Read
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
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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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
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
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
Rumors in Taiwan's capital markets that United Microelectronics Corp. may deepen cooperation with Intel from 12nm to Intel 3 are drawing skepticism from DIGITIMESanalyst Luke Lin. He said the main obstacles are the technology gap and Intel's internal capacity allocation, which make a near-term move commercially difficult.
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
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.
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.