Semiconductor News & Analysis Feed
260 articles
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-23
www.prnewswire.com
2026-06-23
PR Newswire
Qualcomm Announces 15 Startups Selected for Qualcomm AI Program for Innovators 2026 - APAC
NEWS PROVIDED BY
Qualcomm
23 Jun, 2026, 10:33 CST
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Teams from Japan, Singapore, and South Korea advance to the Mentorship Phase and Demo Day in Q4 2026
SAN DIEGO, June 23, 2026 /PRNewswire/ -- Qualcomm Technologies, Inc. today announced the 15 shortlisted startups selected to adv
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Qualcomm Announces 15 Startups Selected for Qualcomm AI Program for Innovators 2026 - APAC
PR Newswire
Mon, June 22, 2026 at 7:33 PM PDT 8 min read
Teams from Japan, Singapore, and South Korea advance to the Mentorship Phase and Demo Day in Q4 2026
SAN DIEGO, June 23, 2026 /PRNewswire/ -- Qualcomm Te
2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
digitimes.com
2026-06-23
Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
Positive Q2 results expected from ASML and other chip equipment makers: Wells Fargo
Jun 22, 2026, 12:14 PM ETASML Holding N.V. (ASML) Stock, AMAT Stock, KLAC Stock, LRCX StockBy: Ravikash Bakolia, SA News Editor
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cmart7327
Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer
2026-06-22
tomshardware.com
2026-06-22
Luke James
DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
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Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Published on June 22, 2026 at 9:10 am by SAJJL NOORANNE in News
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Sajjl Nooranne
Mon, June 22, 2026 at 6:10 AM PDT 2 min read
INTC
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Trade Intel on Coinbase
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
digitimes.com
2026-06-22
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced
2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-22
digitimes.com
2026-06-22
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
digitimes.com
2026-06-22
In a rare public admission during an internal briefing, Park Yong-In, president of the System LSI Business of the Device Solutions (DS) Division at Samsung Electronics, expressed concern over losses in the company's system-on-chip (SoC) business. As a result, the overall system LSI business is also expected to post a loss in 2026.
2026-06-21
cryptobriefing.com
2026-06-21
Crypto Briefing
Micron Technology’s earnings report expected to show 1,000% profit growth
AI memory demand is turning Micron into a profit machine, with analysts forecasting adjusted EPS near $20 for the upcoming fis
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has