Semiconductor News & Analysis Feed
9702 articles
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to meet projected AI memory demand.
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
2026-06-30
news.google.com
2026-06-30
아시아경제
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
siliconangle.com
2026-06-30
SiliconANGLE
The South Korean government today announced a 900 trillion won, or $584 billion, initiative to grow the country’s chip manufacturing capacity.
Officials also plan to build about $357 billion worth of artificial intelligence data centers.
The chip manufacturing initiative will be led by Samsung Electronics Co. and SK hynix Inc., which intend to open two new fabs apiece. Most of South Korea’s sem
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Investors initially cheered the report, but the enthusiasm faded.
The fantastic results might be unsustainable, but investors can celebrate while it lasts.
*Stock prices used were the afternoon prices of June 25, 2026. The video was published on June 27, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and the Mi
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
tomshardware.com
2026-06-30
Zhiye Liu
Newegg has started selling G.Skill’s Trident Z5 NeoX memory kits featuring AMD ULL technology, and the prices are already high.
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
__fail__
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials Just Ripped 55% in a Month. Is It Time to Sell?
David Moadel
June 29, 2026 4 min read
AMAT
-1.70%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Applied Materials (AMAT) stock surged 173% year-to-date as KeyBanc raised its price target $200 to $750, citing a durable multi-year AI semiconductor equipment cycle.
CEO Gary Dickerson sold 103,000 AMAT shares in
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
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2026-06-30
www.boisestatepublicradio.org
2026-06-30
Boise State Public Radio
Micron's AI boom offers a window into the economy's next chapter
By Gemma Gaudette
Published June 29, 2026 at 1:17 PM MDT
LISTEN • 21:25
Boise State University
A Boise State AI promotional image on the initiative's website.
It's been an extraordinary few weeks for Boise-based Micron. The company just reported record revenue, continues to see explosive demand for the advanced memory chips powering
2026-06-30
semiengineering.com
2026-06-30
Semiconductor Engineering
Researchers from ETH Zurich, lowRISC, and University of Bologna published a technical paper titled “Croc: Training the Next Generation Chip Designers on Domain-Specific End-to-End Open Source Silicon.”
This paper describes Croc, an open-source, customizable RISC-V SoC platform and teaching flow that lets students take domain-specific chip-design projects from architecture and RTL through physical