Semiconductor News & Analysis Feed
796 articles
2026-06-26
fortune.com
2026-06-26
Fortune
Micron may not be a household name but it may just be among the most important tech companies in the AI era, and definitely one with a surprising backstory.
On Thursday, the memory chipmaker reported an eye-popping 346% surge in quarterly revenue. As if that wasn’t enough, it reported a profit of $28.2 billion for the quarter, almost 15 times higher than the same quarter last year. By all accoun
2026-06-26
digitimes.com
2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com
2026-06-26
SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence, as the South Korean memory maker prepares to nearly double DRAM wafer input capacity by 2030–2031, The Elecreported.
2026-06-26
digitimes.com
2026-06-26
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in a semiconductor ecosystem moving toward manufacturing scale.
2026-06-26
digitimes.com
2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead
Omor Ibne Ehsan
Thu, June 25, 2026 at 9:30 AM PDT 4 min read
MU
+16.13%
NVDA
-1.91%
QCOM
+5.92%
Explore stocks on Coinbase
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Micron locked $100 billion in guaranteed sales through 2030 and hit 84% gross margins; Qualcomm raised its non-handset revenue target to $40 bill
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
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2026-06-25
eetimes.com
2026-06-25
The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.
2026-06-25
tomshardware.com
2026-06-25
The Editors of Tom's Hardware
The best Amazon Prime Day 2026 monitor sales, live round-the-clock coverage of all the best deals.
2026-06-25
www.investopedia.com
2026-06-25
Investopedia
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2026-06-25
www.whalesbook.com
2026-06-25
Whalesbook
Apple has increased prices for its iPad and MacBook lineups by up to $300 as memory and storage chip costs rise. Driven by intense AI datacenter demand, this component shortage is squeezing hardware profit margins and may signal a cooling trend for consumer electronics sales. This shift marks a significant challenge for global tech manufacturers struggling with soaring material costs.
What Happen
2026-06-25
blogs.nvidia.com
2026-06-25
NVIDIA Blog
The Ultimate Summer Sale Pairing: Steam Sale Meets GeForce NOW Discounts
Big summer deals arrive along with ‘Dark Scrolls’ and ‘The Adventures of Elliot: The Millennium Tales’ joining six new games this week.
June 25, 2026 by GeForce NOW Community
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Summer savings are heating up. From the Steam Summer Sale to GeForce NOW membership discounts, this week’s GFN Thursday delivers double the d
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.cnn.com
2026-06-25
CNN
The Micron Technology offices pictured in California, United States in April 2024. David Paul Morris/Bloomberg/Getty Images
London —
On Tuesday, investors were dumping AI stocks, worried that frothy valuations may be running away from reality. By Thursday, they were believers again.
Micron Technology (MU), a US chipmaker, posted blockbuster quarterly results Wednesday afternoon, sending its st
2026-06-25
www.kten.com
2026-06-25
KTEN
Investors bet on AI again after Micron reports 346% sales jump
By Anna Cooban, CNN 31 mins ago
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The Micron Technology offices pictured in California, United States in April 2024.
David Paul Morris/Bloomberg/Getty Images via CNN Newsource
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London (CNN) — On Tuesday, investors were dumping AI stocks, worried that frothy val
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
In Part 1, we looked at the innovations underpinning the Cerebras WSE-3 and why its most significant breakthrough is the elimination of data movement overhead at the architectural level, not better yield management or thermal engineering. Cerebras’ on-wafer fabric is a viable answer to the question being asked by the entire industry: how do you move data fast enough that compute stops waiting?
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2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-25
www.mlex.com
2026-06-25
MLex
By MLex Staff ( June 25, 2026, 06:33 GMT | Insight) -- China's top court has signaled it will generally uphold patent injunctions issued after a trial court finds infringement, using its decision to keep sales bans on certain Infineon Technologies gallium nitride products in place to guide future cases. China's top court has signaled it will generally uphold patent injunctions issued after a trial