Semiconductor News & Analysis Feed
247 articles
2026-06-24
www.investing.com
2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports
Illustration of Nvidia logo · Reuters
Reuters
Tue, June 23, 2026 at 5:25 PM PDT
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June 23 (Reuters) - Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip traders.
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2026-06-24
www.ft.com
2026-06-24
Financial Times
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2026-06-24
digitimes.com
2026-06-24
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-24
www.thestreet.com
2026-06-24
thestreet.com
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2026-06-24
eciks.org
2026-06-24
eciks.org
Micron stock drops 10% as BofA raises price target to $1,500
Published on 23 June 2026 at 4:56 pm •
Written by Chris Martin
• Reading duration : 2 minutes · read 1521 times
© Micron stock drops 10% as BofA raises price target to $1,500
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Micron Technology stock dropped 10% on Tuesday ahead of earnings as Bank of America raised its price target to $1,500 from $950, signaling sustai
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Bank of America Raises Micron Target to $1,500 Ahead of Results: Are Traders Buying It?
Ananda Banerjee
Tue, June 23, 2026 at 11:00 AM PDT 6 min read
MU
-13.18%
BAC
+0.94%
NVDA
-4.13%
000660.KS
+0.98%
005930.KS
+9.84%
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Bank of America raised its Micron stock price target to $1,500 from $950, spotlighting the memory maker that sits beside Nvidia at the
2026-06-23
simplywall.st
2026-06-23
simplywall.st
Germany/Semiconductors/XTRA:IFX
Is Infineon (XTRA:IFX) Rethinking Its Power Semiconductor Strategy After China’s GaN Sales Ban?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In June 2026, China’s Supreme People’s Court upheld a final sales injunction against Infineon Technologies’ Gallium Nitride (GaN) products in mainland China, confirming earlier findings that they infringed two of In
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-22
www.firstpost.com
2026-06-22
Firstpost
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2026-06-22
broadbandbreakfast.com
2026-06-22
Broadband Breakfast
AI
In Interview with AP, Nvidia's Jensen Huang Urges Americans to Use AI More
Society has no choice but to change in the advent of AI, although Huang has been optimistic about the technology’s potential.
Associated Press
Jun 21, 2026 — 6 min read
SHERMAN, Texas, June 21, 2026 (AP) — Nvidia CEO Jensen Huang — whose work helped propel artificial intelligence — stressed in an Associated Press inte
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
digitimes.com
2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
Tech Industry
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target
News
By Luke James published 2 days ago
Memory boom payouts worth up to $455,000 per worker are now a variable in the central bank's price outlook.
(Image credit: Samsung)
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2026-06-21
tomshardware.com
2026-06-21
Luke James
The Bank of Korea has named performance bonuses at Samsung Electronics and SK hynix as a risk to the country's inflationary stability.
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
MidFirst Bank Takes $66.45 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
MidFirst Bank disclosed a new position in NVIDIA, buying 386,777 shares valued at about $66.45 million. The stake makes NVIDIA its second-largest holding and about 5.2% of its portfolio.
Wall Street remains broadly bullish on NVIDIA, with several