Semiconductor News & Analysis Feed
10698 articles
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-24
digitimes.com
2026-06-24
Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have spent the past three months discussing potential price increases with customers, but MediaTek's move carries particular significance given its scale and market position.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com
2026-06-24
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24
2026-06-24
eetimes.com
2026-06-24
Pat Brans
At Silicon Saxony Days 2026, Frank Bösenberg said Dresden shows “what is possible” under Europe’s first Chips Act.
2026-06-24
digitimes.com
2026-06-24
Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.
2026-06-24
digitimes.com
2026-06-24
The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global readers, the shift could shape future device performance, supply chains, and where advanced semiconductors are manufactured and assembled.
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-24
siliconangle.com
2026-06-24
SiliconANGLE
Artificial intelligence played a prominent role at this week’s Bio International Convention in San Diego, the largest biotech event with vendors spanning the full ecosystem of companies in this industry.
Today in a special address, Kimberly Powell (pictured), vice president and general manager of healthcare and life sciences at Nvidia Corp., made the case that agentic AI is about to do for biotec
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.jonpeddie.com
2026-06-24
Jon Peddie Research
Europe’s accelerated computing build-out is expanding rapidly, with Nvidia announcing 35 new AI and HPC systems across 23 countries. The program is mainly a sovereign AI infrastructure story, but it also shows how quantum developers are being drawn into the GPU-accelerated computing stack. Through CUDA-Q, NVQLink, and tools such as Nvidia Ising, companies including Aegiq, Pasqal, Quandela, and Ali
2026-06-24
www.executivegov.com
2026-06-24
ExecutiveGov
PNNL, Fervo Energy and NVIDIA are developing an AI-powered digital twin platform for geothermal energy operations
The Enhanced Geothermal System Twin aims to give operators near real-time visibility into underground reservoir performance
The EGS-Twin platform will combine geothermal field data with advanced AI and simulation technologies
The Department of Energy’s Pacific Northwest National Labor
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Stock Market Today, June 23: Micron Falls as South Korea-Led Memory Selloff Raises Earnings Stakes
Eric Trie, The Motley Fool
Tue, June 23, 2026 at 2:03 PM PDT 2 min read
MU
-0.02%
^IXIC
+0.50%
000660.KS
+0.98%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron Technology (NASDAQ:MU), an AI-focused memory and storage chipmaker, closed at $1,051.77, down 13.18%. The stock fell sharply
2026-06-24
biz.chosun.com
2026-06-24
Chosunbiz
By
Jeong Du-yong
Published 2026.06.24. 06:01
Updated 2026.06.24. 07:06
Patent diagram for a processing core integrating high-capacity, high-bandwidth storage memory registered with the United States Patent and Trademark Office (USPTO) by SanDisk./Courtesy of United States Patent and Trademark Office
High-bandwidth flash (HBF) technology developed by SanDisk in the United States is drawing renew
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Collapse
NASDAQ: MU
Micron Technology
Today's Change
(-13.08%) $-158.47
Current Price
$1052.91
MU
YTD
1W
1M
3M
6M
1Y
5Y
PRICE
VS S&P
KEY DATA POINTS
Market Cap
$1.2T
Day's Range
$1038.70 - $1125.00
52wk Range
$103.38 - $1213.56
Volume
55.9K
Avg Vol
50.8M
Gross Margin
58.54%
Dividend Yield
0.05%
Micron Technology (
MU
13.08%
), an AI-focused memory and storage chipmaker, closed at $1,051.77, down
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways
Mohit Oberoi
Tue, June 23, 2026 at 1:43 PM PDT 4 min read
NVDA
+0.18%
GOOGL
+1.22%
^IXIC
+0.52%
^GSPC
+0.44%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Ever since artificial intelligence (AI) became the buzzword in 2023, Nvidia (NVDA) has been at the forefron
2026-06-24
www.investors.com
2026-06-24
Investor's Business Daily
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
Trade AMAT on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Wall Street ends lower on semiconductor selloff as AI spending concerns mount
By Abigail Summerville, Twesha Dikshit and Joel Jose
Tue, June 23, 2026 at 1:38 PM PDT 3 min read
^GSPC
-1.44%
^IXIC
-2.21%
NVDA
-4.13%
GOOGL
-0.98%
INTC
-6.14%
Explore stocks on Coinbase
Trading disclosure
By Abigail Summerville, Twesha Dikshit and Joel Jose
June 23 (Reuters) - The Nasdaq and the S&P 500 closed at mor