Semiconductor News & Analysis Feed
93 articles
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.chosun.com
2026-06-23
조선일보
By Soonchan Park
Published 2026.06.23. 14:59
Updated 2026.06.23. 18:45
Lee Jae-yong, right, Samsung Electronics chairman, visits Samsung Electronics Cheonan Campus and inspects semiconductor processes in February 2023. /Courtesy of Samsung Electronics
Samsung Electronics Chairman Lee Jae-yong visited the company’s Cheonan business site in South Chungcheong Province on the 23rd to inspect the pr
2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
intellectia.ai
2026-06-22
Intellectia AI
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Broadcom's AI Semiconductor Revenue Soars
Broadcom's AI Semiconductor Revenue Soars
Written by Emily J. Thompson, Senior Investment Analyst
Source: NASDAQ.COM
Updated:
1 day ago
15
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AVGO
-4.67%
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Significant Revenue Growth: Broadcom's AI semiconducto
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-21
www.asiae.co.kr
2026-06-21
아시아경제
KERI Becomes First in the World to Identify Trapezoidal Defect Structure in SiC Power Semiconductors
Revealing the Cause of Yield Loss... Laying the Foundation for Mass Production of High-Quality Wafers
The identity of a representative "killer defect" that lowers the yield of silicon carbide (SiC) power semiconductors—key components in artificial intelligence (AI) data centers and electric vehicl
2026-06-20
www.msn.com
2026-06-20
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-19
www.msn.com
2026-06-19
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Teradyne TER and Applied MaterialsAMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturing equipment used to fabricate advanced chips.
So, TER or AMAT — Which of these Semiconductor stocks has the greater upside potential? Let’s find out.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
Nilanshi Mukherjee
Thu, June 18, 2026 at 10:24 AM PDT 5 min read
AMAT
+1.15%
TER
+1.78%
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Teradyne TER and Applied Materials AMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in se
2026-06-19
www.tradingview.com
2026-06-19
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TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
4 min read
TER
+1.71%
AMAT
+1.44%
Teradyne TER and Applied Materials AMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturi
2026-06-19
www.zacks.com
2026-06-19
Zacks Investment Research
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2026-06-18
digitimes.com
2026-06-18
SK Hynix has eliminated degree requirements from its regular recruitment process for new employees, as the memory chip giant seeks to strengthen its lead in high-bandwidth memory (HBM) and secure talent for the fast-changing AI semiconductor market. Industry watchers said the move reflects a greater focus on practical creativity and execution in the AI era rather than formal academic credentials.
2026-06-17
www.eurekalert.org
2026-06-17
EurekAlert!
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2026-06-17
www.newswise.com
2026-06-17
Newswise
Credit: Korea Institute of Machinery and Materials (KIMM)
Senior Researcher Hyeong-U Kim of the Semiconductor Manufacturing Research Center, Autonomous Manufacturing Research Division, Korea Institute of Machinery and Materials (KIMM)
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Newswise — A technology has been developed that enables artificial intelligence (AI) to autonomously analyze and control ultra-th
2026-06-15
www.tradingview.com
2026-06-15
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Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
4 min read
MU
+8.29%
AMKR
+1.72%
Amkor Technology AMKR and Micron Technology MU are emerging as key beneficiaries of the accelerating AI infrastructure buildout. As AI workloads become increasingly compute-intensive, demand is rising not only for advan
2026-06-15
sg.finance.yahoo.com
2026-06-15
Yahoo Finance Singapore
Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
Kashvi Chandgothia
Mon, 15 June 2026 at 5:49 am GMT-7 5 min read
MU
+9.25%
AMKR
+2.55%
Amkor Technology AMKR and Micron Technology MU are emerging as key beneficiaries of the accelerating AI infrastructure buildout. As AI workloads become increasingly compute-intensive, demand is rising not only for advanced memory solutions but al
2026-06-15
www.zacks.com
2026-06-15
Zacks Investment Research
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2026-06-11
www.msn.com
2026-06-11
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj