Semiconductor News & Analysis Feed
5425 articles
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
zpravy.kurzy.cz
2026-06-26
Zprávy Kurzy.cz
The Industrial Alliance for Semiconductors gathered its members in Brussels to discuss the future of the semiconductor ecosystem.
On 26 June, members of the Industrial Alliance for Semiconductors came together for the first time since the adoption of the Chips Act 2.0 proposal. Industry leaders, policymakers, and research organisations considered the evolving policy landscape and future of the se
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
www.digitimes.com
2026-06-26
digitimes
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity...
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2026-06-26
www.semafor.com
2026-06-26
Semafor
Apple’s stock sank Thursday after the company raised prices across its flagship products to offset soaring costs caused by the AI-fueled global memory chip shortage.
“The memory guys are passing along huge price increases,” CEO Tim Cook said, arguing Apple could no longer protect consumers, as it hiked prices of some devices by more than $200.
The “memory armageddon has arrived,” The Wall Street
2026-06-26
www.basenor.com
2026-06-26
BASENOR - Tesla Accessories
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AI & ROBOTICS
Musk: Chip Shortage Is an Existential Threat to Tesla Production
BASENOR Team
16 min ago
Updated June 25, 2026
3 min read
Table of Contents
How Bad Is It?
The Terafab Response
What the Timeline Actually Looks Like
Why This Matters for Tesla Owners
Elon Musk isn't mincing words about the global chip and memory shortage. In comments circulated widely this week, he desc
2026-06-26
www.msn.com
2026-06-26
MSN
Who raised prices?: Apple lifted MacBook and iPad prices by up to $300, while Microsoft will raise Xbox prices by $100–$150 in August.
Why the increases?: Both companies cite soaring memory and storage chip costs, quadrupling since 2025 due to AI server demand.
What’s next?: IDC predicts iPhone 18 Pro models could cost $200 more, with further hikes possible if shortages persist.
Beginning of di
2026-06-26
www.msn.com
2026-06-26
MSN
(Bloomberg) -- US chipmaker Onsemi has agreed to buy Synaptics Inc., a firm that specializes in semiconductors for smart devices, in an all-stock deal that values the company at about $6.2 billion.
Investors will get 1.35 shares of Onsemi common stock for every share of Synaptics, representing a roughly 19% premium based on closing prices of Onsemi and Synaptics over the past 10 trading days, ac
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
marklapedus.substack.com
2026-06-26
Semiecosystem
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IBM Debuts Nanostack Technology For Sub-1nm Chips
Big Blue has unveiled a sub-1nm chip technology, featuring a new transistor
2026-06-26
www.bloomberg.com
2026-06-26
Bloomberg
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2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
https://www.techradar.com/best/best-macbook-pro
Apple hikes MacBook, iPad prices 20% amid AI-driven chip shortage
Second largest co
2026-06-26
wmbdradio.com
2026-06-26
1470 & 100.3 WMBD
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts.
Mi
2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
US invests $250M in I-Pulse for semiconductor and pulsed-power development under CHIPS Act
The Department of Commerce is funding a company that repurposed military pulsed-power technology for civilian
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report as vindication, saying “the beat and raise… ver
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Seventy percent. That's the share of global memory chip production that artificial intelligence (AI) data centers are expected to absorb in 2026. Set aside what that means for the companies supplying it for a moment and consider what it means for everything else in the tech realm. Smartphones, laptops, cars, medical devices, and televisions are all competing for the remaining 30% of a supply base
2026-06-26
www.spokesman.com
2026-06-26
The Spokesman-Review
NEWS
NATIONAL BUSINESS
Micron joins rivals pitching AI deals as cure for memory’s boom-bust cycle
June 25, 2026 Updated Thu., June 25, 2026 at 12:28 p.m.
1 of 2
The Micron logo in this illustration taken June 11, 2026. (Dado Ruvic/Reuters)
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By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Reuters
Memory chipmakers have for decades been trapped in boom-bust cycles, with cap
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:27 PM PDT
MSFT
-3.45%
MU
+15.81%
QCOM
+3.84%
SNDK
+21.53%
WDC
+4.81%
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Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (M
2026-06-26
wkzo.com
2026-06-26
WKZO
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts.
Mi