Semiconductor News & Analysis Feed
11703 articles
2026-06-25
digitimes.com
2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
digitimes.com
2026-06-25
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.
2026-06-25
digitimes.com
2026-06-25
IC design firms are scrambling to expand their partner networks as tight packaging and testing capacity remain the most pressing bottleneck in the supply chain. Companies in Taiwan, Europe, and the US say the shortage is worse than expected, pushing packaging, testing, and related materials into broader supply constraints.
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
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
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
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
semiengineering.com
2026-06-25
Brian Bailey
Engineers are flooded with new capabilities. The problem now is how best to deploy them.
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
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
digitimes.com
2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
2026-06-25
digitimes.com
2026-06-25
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.
2026-06-25
digitimes.com
2026-06-25
The European Commission has given the green light to a EUR76 million (approx. US$86.3 million) German subsidy supporting QuantumDiamonds' plan to build a new semiconductor testing equipment facility in Munich, the Commission announced. The approval is the latest step in Brussels' push to reduce Europe's reliance on foreign chip technology and strengthen its industrial autonomy.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Why Qualcomm (QCOM) Shares Are Falling Today
Jabin Bastian
Wed, June 24, 2026 at 5:00 PM PDT 3 min read
QCOM
-3.29%
000660.KS
+8.07%
005930.KS
+3.81%
MU
-0.31%
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Trading disclosure
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded A
2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Memory chip maker Micron Technology Inc. more than quadrupled its revenue growth in the most recent quarter as it continued to benefit from surging demand linked to the artificial intelligence industry.
The company reported third-quarter earnings before certain costs such as stock compensation of $25.11 per share, crushing Wall Street’s target of $20.78 by a wide margin. Revenue for the period su
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron, Qualcomm ease AI jitters
Amalya Dubrovsky
Wed, June 24, 2026 at 4:26 PM PDT 1 min read
MU
-0.31%
QCOM
-3.29%
^IXIC
-0.43%
^DJI
+0.35%
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Trading disclosure
US stock futures rose as Micron and Qualcomm helped boost confidence in the AI trade following several tough days for tech stocks.
Futures attached
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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