Semiconductor News & Analysis Feed
7411 articles
2026-06-25
www.electronicsweekly.com
2026-06-25
Electronics Weekly
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2026-06-25
www.electronicsweekly.com
2026-06-25
Electronics Weekly
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2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves
Published on June 25, 2026 at 12:01 am by VARDAH GILL in News
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Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
On June 24, Stifel raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $360 from $340.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves
Vardah Gill
Wed, June 24, 2026 at 9:01 PM PDT 2 min read
TXN
-0.41%
ALAB
+0.73%
CRDO
-1.11%
MRVL
-0.84%
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Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
Stifel Raises Texas Instruments (TXN) T
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.25. 10:59
As the age of artificial intelligence (AI) arrives, the long-standing formula for the memory semiconductor industry's cycle is being shaken. Analysts say the traditional memory cycle—marked by repeated gluts, price crashes, and production cuts—is entering a new phase, driven by expanding AI demand and long-term supply agreements.
U.S. memory semicond
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
digitimes.com
2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
2026-06-25
digitimes.com
2026-06-25
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.
2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com
2026-06-25
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-25
digitimes.com
2026-06-25
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g