Semiconductor News & Analysis Feed
10691 articles
2026-06-26
www.localsyr.com
2026-06-26
WSYR
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2026-06-26
www.localsyr.com
2026-06-26
WSYR
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2026-06-26
www.chosun.com
2026-06-26
조선일보
By Chae Je-u
Published 2026.06.26. 08:27
Updated 2026.06.26. 08:31
View of SK Hynix headquarters in Icheon, Gyeonggi. /News1
Securities firms are successively raising the target stock price of SK Hynix. Key factors include supply shortages and price increases for SK Hynix’s flagship product, HBM (high-bandwidth memory), as well as the Nasdaq listing of its American depositary receipts (ADR).
On
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
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2026-06-26
startupfortune.com
2026-06-26
Startup Fortune
Onsemi's $7 billion Synaptics deal is a bet that AI won't stay bottled up in data centers. The company is paying in stock because the edge-AI market it wants is still more promise than proof.
Onsemi is trying to buy its way into the next AI hardware fight, and it isn't the one Nvidia has already made famous. The Scottsdale chipmaker said on June 25 that it will acquire Synaptics in an all-stock t
2026-06-26
www.semafor.com
2026-06-26
Semafor
Apple’s stock sank Thursday after the company raised prices across its flagship products to offset soaring costs caused by the AI-fueled global memory chip shortage.
“The memory guys are passing along huge price increases,” CEO Tim Cook said, arguing Apple could no longer protect consumers, as it hiked prices of some devices by more than $200.
The “memory armageddon has arrived,” The Wall Street
2026-06-26
www.msn.com
2026-06-26
MSN
Who raised prices?: Apple lifted MacBook and iPad prices by up to $300, while Microsoft will raise Xbox prices by $100–$150 in August.
Why the increases?: Both companies cite soaring memory and storage chip costs, quadrupling since 2025 due to AI server demand.
What’s next?: IDC predicts iPhone 18 Pro models could cost $200 more, with further hikes possible if shortages persist.
Beginning of di
2026-06-26
eetimes.com
2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Qualcomm (
QCOM
+3.65%
) is best known for the chips and wireless technology inside smartphones. At its Investor Day in New York City, the company made the case that its next major growth engine could come from a very different market: AI data centers.
That message ran through much of the event. Qualcomm is not walking away from handsets, but management wants investors to look at a wider set of g
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi bets on physical AI with $7 billion Synaptics acquisition
Jaiveer Shekhawat
Thu, June 25, 2026 at 2:22 PM PDT 2 min read
SYNA
-3.49%
ON
+2.56%
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Trading disclosure
Investing.com -- Chipmaker onsemi will acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a deal aimed at expanding its presence in artificial intelligence-driven intellige
2026-06-26
www.investopedia.com
2026-06-26
Investopedia
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2026-06-26
www.cnbc.com
2026-06-26
CNBC
On Semiconductor
has agreed to buy Synaptics in a nearly $7 billion all-stock deal to bolster its push into physical artificial intelligence technology.
The Arizona-based company said the deal will give its total addressable market a $30 billion boost to $243 billion by 2030 and strengthen its intelligence systems portfolio. It’s also the company’s largest deal to date.
Shares of On Semi fell a
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 06:01
Graphic = ChatGPT
Technology related to the next-generation artificial intelligence (AI) semiconductor "Z-Angle Memory" (ZAM), being developed by U.S. Intel and SAIMEMORY, a subsidiary of Japan's SoftBank, has advanced. At a recent top-tier global semiconductor conference, the team unveiled a 3-dimensional (D) high-bandwidth DRAM structure stacked nin
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
www.investing.com
2026-06-26
Investing.com
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2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
Onsemi to acquire Synaptics in $7B all-stock deal, betting big on Edge AI
The semiconductor giant is paying a 19% premium to absorb Synaptics' edge computing and connectivity portfolio, expanding its
2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
https://www.techradar.com/best/best-macbook-pro
Apple hikes MacBook, iPad prices 20% amid AI-driven chip shortage
Second largest co
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Battle of the Artificial Intelligence (AI) Computing Companies: Is AMD, Broadcom, Nvidia, or Marvell the Best Stock to Buy Now?
Keithen Drury, The Motley Fool
Thu, June 25, 2026 at 1:37 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
AVGO
-0.83%
MRVL
+1.65%
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Trading disclosure
There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (NASDAQ: NVDA),