Semiconductor News & Analysis Feed
301 articles
2026-06-24
uk.finance.yahoo.com
2026-06-24
Yahoo Finance UK
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, 23 June 2026 at 9:09 am GMT-7 1 min read
MU
-13.18%
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the engineering, procurement, and construct
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
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Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
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
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
2026-06-23
www.digitimes.com
2026-06-23
digitimes
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and...
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2026-06-22
digitimes.com
2026-06-22
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing initial public offerings (IPOs) to fund future capacity growth and technology upgrades. South Korean industry players are paying particularly close attention to YMTC, which focuses on NAND Flash and is closing in
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
ASMLs, Rally
ASML's Rally Encounters a Washington Smog and a CEO's Capacity Caveat
21.06.2026 - 00:20:54 | boerse-global.de
ASML denies illegally supplying EUV machines to China, but faces a potential DUV export ban threatening 20% of 2026 revenue, while CEO warns of capacity constraints amid surging demand.
ASMLs - ASML's Rally Encounters a Washington Smog and a CEO's Capacity Caveat 21.06.2026
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
2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re
2026-06-19
digitimes.com
2026-06-19
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-18
capacityglobal.com
2026-06-18
capacityglobal.com
capacityglobal.com
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2026-06-18
www.proactiveinvestors.com
2026-06-18
Proactive financial news
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Written by:
Ian Lyall
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Samsung draws advanced chipmaking interest as TSMC capacity tightens
Published: 05:50 18 Jun 2026 EDT
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from prospective customers seeking advanced semiconductor manufact
2026-06-18
uk.finance.yahoo.com
2026-06-18
Yahoo Finance UK
Samsung draws advanced chipmaking interest as TSMC capacity tightens
Proactive
Thu, 18 June 2026 at 2:50 am GMT-7 2 min read
005930.KS
-0.14%
2330.TW
+4.15%
002594.SZ
-0.61%
005935.KS
+0.90%
AMD
+1.35%
Samsung draws advanced chipmaking interest as TSMC capacity tightens Proactive uses images sourced from Shutterstock
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from
2026-06-18
ca.finance.yahoo.com
2026-06-18
Yahoo! Finance Canada
Samsung draws advanced chipmaking interest as TSMC capacity tightens
Proactive
Thu, June 18, 2026 at 2:50 a.m. PDT 2 min read
005930.KS
-0.14%
TSM
+6.94%
002594.SZ
-0.61%
005935.KS
+0.90%
AMD
+4.86%
Samsung draws advanced chipmaking interest as TSMC capacity tightens Proactive uses images sourced from Shutterstock
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from pro
2026-06-18
letsdatascience.com
2026-06-18
Let's Data Science
INFRASTRUCTURE
semiconductors
foundry market
supply chain
TSMC Capacity Crisis Benefits Samsung Foundry
4 sources
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June 18, 2026
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TSMC's leading-edge capacity is fully locked up by NVIDIA, Apple, and Broadcom, prompting a wave of customer conversations with Samsung Foundry. According to Nikkei Asia, AMD is in talks
2026-06-18
www.cleanroomtechnology.com
2026-06-18
Cleanroom Technology
Applied Materials has opened a new $500m manufacturing and research campus in Singapore.
The new Tampines Campus, which is already operating at volume production, more than doubles the company's cleanroom footprint in Singapore and forms a key part of its Singapore 2030 growth strategy.
Designed to support chipmakers increasing production capacity for AI applications and advanced semiconductor
2026-06-18
www.tweaktown.com
2026-06-18
TweakTown
AMD, Google, Tesla, and Groq turn to Samsung Foundry as TSMC runs out of capacity
TSMC's leading-edge capacity is locked up with NVIDIA, Apple, and Broadcom, making Samsung's available slots attractive despite trailing on yields.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 17, 2026 9:45 PM CDT
2 minutes & 15 seconds read time
TL;DR: With TSMC's advanced chip production fully booked
2026-06-18
wccftech.com
2026-06-18
Wccftech
SK Hynix has commenced sampling of its next-gen HBM4E memory, offering up to 16 Gbps speeds and 48 GB capacities.
The acceleration in AI has pushed DRAM manufacturers to dial up their development plans. As such, SK Hynix is racing its rival Samsung to deliver the first HBM4E memory solutions to partners who will be using it to power their next-generation datacenters.
The HBM4E memory will play a