Semiconductor News & Analysis Feed
5425 articles
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.msn.com
2026-06-26
MSN
Major tech hikes: Apple and Microsoft have raised prices on Macs, iPads, and Xbox consoles, blaming soaring memory costs driven by AI data centre demand.
Supply squeeze impact: Chipmakers are prioritizing AI orders, causing DRAM prices to surge up to 98% this year and leaving less supply for consumer devices.
Prolonged shortage: Micron expects tight memory supply until at least 2027, suggesting
2026-06-26
www.msn.com
2026-06-26
MSN
Tech giants raise prices: Apple and Microsoft announced significant price hikes for Macs, iPads, and Xbox consoles, citing soaring memory costs linked to AI demand.
AI drives chip shortage: Major memory producers are shifting supply to AI data centres, creating shortages and pushing up costs for consumer electronics manufacturers.
Long road to relief: Micron expects shortages to last through 202
2026-06-26
www.msn.com
2026-06-26
MSN
Who’s raising prices?: Apple and Microsoft are hiking prices on iPads, MacBooks, and Xbox consoles due to surging memory and storage chip costs.
Why now?: AI data centres are consuming most of the global memory supply, leaving less for consumer electronics and pushing prices higher.
How long will it last?: Micron expects shortages to persist beyond 2027, meaning continued supply pressure and pot
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, 26 June 2026 at 3:50 am GMT-7 1 min read
NVDA
-0.59%
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoting its latest Vera CPU to Chinese cloud and
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 1 min read
NVDA
-0.79%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoti
2026-06-26
simplywall.st
2026-06-26
simplywall.st
Germany/Semiconductors/XTRA:IFX
Is Infineon Technologies (XTRA:IFX) Fully Valued On China’s GaN Sales Ban?
June 26, 2026
Simply Wall St
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Infineon Technologies (XTRA:IFX) is back in focus after China’s Supreme People’s Court upheld an injunction on its Gallium Nitride products. This ruling blocks related sales in mainland China and closes a long running patent dispute with Innoscien
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
Asian Stock Market Crash Explained: Asian stock markets tanked as much as 6% on Friday (June 26) as Apple’s move to jack up prices of some of its product lines by as much as 20%, and the South Korean government’s proposal to tax unrealised gains on equities, weighed on sentiment for AI and chip-related stocks.
South Korea’s Kospi index ended 5.8% lower on Friday, briefly triggering the 8% lower c
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
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2026-06-26
www.sdxcentral.com
2026-06-26
SDxCentral
Openchip and SUSE partner to drive European sovereign at the chip level
Open source giant brought in to optimize RISC-V hardware for sovereign enterprise deployments
June 26, 2026 By Ben Wodecki Have your say
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Semiconductor company Openchip has continued its open RISC-V efforts, enlisting SUSE to collaborate on developing sovereign-cent
2026-06-26
techeconomy.ng
2026-06-26
Techeconomy
Apple has increased the prices of several iPad, MacBook and smart home products after a surge in memory chip costs, saying it can no longer absorb the impact of an industry-wide supply squeeze driven by growing investment in AI data centres.
The price changes do not affect the iPhone, but they push the entry-level MacBook Neo to $699 from its launch price of $599. Apple said skyrocketing memory a
2026-06-26
nasilemaktech.com
2026-06-26
Nasi Lemak Tech
nasilemaktech.com
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2026-06-26
kfgo.com
2026-06-26
The Mighty 790 KFGO
By Shashwat Chauhan and Joel Jose
June 26 (Reuters) – Nasdaq futures slid more than 1% on Friday, as chipmakers came under renewed selling pressure after a stellar run this quarter, with investors questioning high valuations and the repercussions of massive AI spending by companies.
Micron Technology shed 6.4% in premarket trading after jumping more than 15% in the previous session. Intel and A
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
NVDA
-1.59%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O
2026-06-26
www.reuters.com
2026-06-26
Reuters
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2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally
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Wall St futures fall as chip stocks resume slide after Micron-led rally
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid
Reuters
Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read
MU
+15.81%
^IXIC
-0.46%
AAPL
-6.15%
INTC
+0.73%
NVDA
-1.59%
June
2026-06-26
www.tech-critter.com
2026-06-26
Tech Critter
Cadence has announced a deeper, multi-year partnership with Intel Foundry to accelerate Team Blue’s development in next-generation 14A manufacturing process.
The collaboration expands beyond existing work by combining Cadence’s AI-powered electronic design automation (EDA) tools and design IP portfolio with Intel’s process technology and packaging expertise, giving chip designers a more optimized
2026-06-26
www.wsj.com
2026-06-26
WSJ
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