Semiconductor News & Analysis Feed
4367 articles
2026-06-24
www.ft.com
2026-06-24
Financial Times
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2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
2026-06-24
digitimes.com
2026-06-24
Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have spent the past three months discussing potential price increases with customers, but MediaTek's move carries particular significance given its scale and market position.
2026-06-24
eetimes.com
2026-06-24
Pat Brans
At Silicon Saxony Days 2026, Frank Bösenberg said Dresden shows “what is possible” under Europe’s first Chips Act.
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
2026-06-24
digitimes.com
2026-06-24
Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.
2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-24
digitimes.com
2026-06-24
The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global readers, the shift could shape future device performance, supply chains, and where advanced semiconductors are manufactured and assembled.
2026-06-24
e.vnexpress.net
2026-06-24
VnExpress International
Microsoft last week launched the next-generation Surface Pro and Surface Laptop, both with higher list prices. The new Surface Pro starts at US$1,599, up 60% from the previous generation, while the Surface Laptop is priced from $1,499, 50% higher.
Gaming console Nintendo Switch 2 bundled with the game Legends of Zelda is priced at $499, 11% higher than in May. Another gaming device, Sony’s PS5 Pr
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
eciks.org
2026-06-24
eciks.org
Micron stock drops 10% as BofA raises price target to $1,500
Published on 23 June 2026 at 4:56 pm •
Written by Chris Martin
• Reading duration : 2 minutes · read 1521 times
© Micron stock drops 10% as BofA raises price target to $1,500
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Micron Technology stock dropped 10% on Tuesday ahead of earnings as Bank of America raised its price target to $1,500 from $950, signaling sustai
2026-06-24
investinglive.com
2026-06-24
investingLive
It was a rough day in the stock market as a selloff in South Korea left that market down 9.9% and raised concerns about the ongoing mania in chip stocks, particularly memory names.
Much of the intense panic concentrated on Micron (MU), which cratered more than 13% today. This massive pre-earnings flush comes just 24 hours before they report their fiscal Q3 earnings on Wednesday. Despite a major m
2026-06-24
ca.finance.yahoo.com
2026-06-24
Yahoo! Finance Canada
Micron Tumbles 13% As South Korean ETF Warning Fuels Chip Sell-Off
Antonio Pequeño IV, Forbes Staff
Tue, June 23, 2026 at 1:16 p.m. PDT 2 min read
MU
-13.18%
005930.KS
+9.84%
000660.KS
+0.98%
Topline
Micron shares plummeted over 13% on Tuesday, falling as South Korea's Financial Supervisory Service contributed to a global chip sell-off with a warning about risky ETFs tied to memory chip companies
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
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Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”
David Moadel
Tue, June 23, 2026 at 10:23 AM PDT 4 min read
AMD
-5.76%
NVDA
-4.13%
INTC
-6.14%
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AMD stock and Intel stock each dropped 5% Tuesday and NVIDIA stock pulled back 3% as Korea's KOSPI 10% retreat rattled supply chains linking U.S. chipmakers
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
Published on June 23, 2026 at 12:10 pm by HABIB UR REHMAN in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company’s latest relevant financial update came on June 10, 2026, when it reported May revenue