Semiconductor News & Analysis Feed
9960 articles
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
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
digitimes.com
2026-06-24
SK Hynix disclosed in a regulatory filing to South Korea's Financial Supervisory Service on June 24 that its board has approved the issuance of new shares worth 45,453,450,000,000 won (approximately $29.4 billion) to support a listing of American Depositary Receipts on the Nasdaq Global Select Market. The board resolution was passed with all six outside directors in attendance and none absent.
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
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
Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
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
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
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron (MU) Shares Are Getting Obliterated Today
Jabin Bastian
Tue, June 23, 2026 at 4:28 PM PDT 4 min read
000660.KS
+0.98%
MU
+0.68%
NVDA
+0.51%
005930.KS
+9.84%
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Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM)
2026-06-24
e.vnexpress.net
2026-06-24
VnExpress International
Microsoft last week launched the next-generation Surface Pro and Surface Laptop, both with higher list prices. The new Surface Pro starts at US$1,599, up 60% from the previous generation, while the Surface Laptop is priced from $1,499, 50% higher.
Gaming console Nintendo Switch 2 bundled with the game Legends of Zelda is priced at $499, 11% higher than in May. Another gaming device, Sony’s PS5 Pr
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
3 Stocks Nvidia Owns That You Should Consider Too
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 2:53 PM PDT 4 min read
NVDA
+0.58%
INTC
+2.17%
CRWV
-2.75%
NBIS
-6.42%
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Nvidia (NASDAQ: NVDA) is the largest company in the world because it's highly exposed to the AI build-out and produces best-in-class computing units. It's doing business with coun
2026-06-24
www.inc.com
2026-06-24
inc.com
__fail__
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia (
NVDA
3.99%
) is the largest company in the world because it's highly exposed to the AI build-out and produces best-in-class computing units. It's doing business with countless companies, giving it valuable insight into which stocks are also solid investments. Nvidia has an investment portfolio comprising seven stocks, and three of them look like strong investment options to me.
The three
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
stockstory.org
2026-06-24
StockStory
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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
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%
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+0.44%
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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.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Why Micron (MU) Shares Are Getting Obliterated Today
Why Micron (MU) Shares Are Getting Obliterated Today
3 min read
MU
What Happened?
Shares of memory chips maker Micron
MU
fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The headline sounds bearish for AI, but