Semiconductor News & Analysis Feed
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2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus · Stocktwits
Aashika Suresh
Wed, June 24, 2026 at 6:59 PM PDT 5 min read
CL=F
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2026-06-25
www.msn.com
2026-06-25
MSN
Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026
Management View
Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: "We're really pleased with the financial trajectory of the business... we are delivering record cash flow numbers." He added that after maintaining "appropriate excess cash," "the principal capital return we have will be share repurchase,"
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Korean chip shares surge on Micron's blowout earnings, SK Hynix's US listing plan
Heekyong Yang and Hyunjoo Jin
Wed, June 24, 2026 at 5:19 PM PDT 2 min read
005930.KS
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000660.KS
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MU
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By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) - South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technol
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi and Semtech Shares Are Falling, What You Need To Know
Weixin Lin
Wed, June 24, 2026 at 5:16 PM PDT 4 min read
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What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spen
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
2026-06-25
digitimes.com
2026-06-25
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.
2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com
2026-06-25
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.
2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.