Semiconductor News & Analysis Feed
4369 articles
2026-06-23
www.barrons.com
2026-06-23
Barron's
__fail__
2026-06-23
www.autonews.com
2026-06-23
Automotive News
As the artificial intelligence boom continues, auto industry companies are competing with tech giants for access to memory chips, a shift that is driving up costs and triggering structural changes to the supply chain just as automakers lean into the software-defined vehicle transition.
How EV batteries, from lithium ion to solid state, are evolving
Some electric vehicle battery developers are wo
2026-06-23
aimagazine.com
2026-06-23
AI Magazine
Rising from the ashes of a crippling debt crisis, South Korean memory chipmaker SK Hynix has overtaken Samsung Electronics to become the world's most valuable memory chip manufacturer.
SK Hynix shares closed up 5.6% on 22 June, lifting its market capitalisation to 2,080.4tn won (US$1.35tn), according to market data.
Samsung Electronics stock eased 0.14% to give it a market value of 2,066.7tn won
2026-06-23
www.gurufocus.com
2026-06-23
GuruFocus
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
__fail__
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.msn.com
2026-06-23
MSN
What’s changing: Tim Cook says Apple can no longer absorb soaring memory costs and will raise device prices, potentially within weeks.
Why it matters: A global chip shortage, fuelled by AI data centre demand, has quadrupled DRAM and NAND prices, pressuring margins across the tech industry.
Who’s affected: Analysts expect price hikes for current iPhones, Macs, and iPads, with the iPhone 18 Pro po
2026-06-23
totaltele.com
2026-06-23
Total Telecom
Telecom associations warn of US memory chip shortage
Posted by Bradford Randall | Jun 24, 2026 | TECHNOLOGY, AI, North America, News
News
A broad coalition of telecom trade associations is warning that rapid AI expansion is causing a critical shortage of U.S. memory chips.
Edited by Brad Randall, Broadband Communities
June 23, 2026 — A coalition of major trade associations—including tech and t
2026-06-23
www.polytechnique-insights.com
2026-06-23
Polytechnique Insights
π Digital π Industry
Chips Act: can Europe catch up in the global semiconductor race?
On June 23rd, 2026 7 min reading time
Pascal Vivet
Researcher at CEA-Leti on the Program for Co-optimisation of Design Technologies, Silicon Components Division
Key takeaways
Adopted by the EU in 2023, the Chips Act aims to strengthen the continent’s industrial capabilities and reduce certain strategic dependenc
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Alphabet (GOOG) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
GOOGL
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NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Alphabet Inc. (NASDAQ:GOOG) is one of the stocks discussed by Jim Cramer.
Tech
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Amazon (AMZN) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
AMZN
+0.57%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer.
eCom
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.23. 14:41
HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry.
Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.23. 14:41
HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry.
Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina
2026-06-23
www.igorslab.de
2026-06-23
igor´sLAB
INTEL • LATEST NEWS
Leak: Intel-NVIDIA-SoC “Serpent Lake” is said to arrive in early 2028 – so far, only the RTX chiplet is confirmed
23. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,380 words · 8,851 characters
Intel processor, NVIDIA graphics, and perhaps a handheld device around it as well — apparently nothing more is needed to keep the rumor mill supplied for two years. A
2026-06-23
www.igorslab.de
2026-06-23
igor´sLAB
INTEL • LATEST NEWS
Leak: Intel-NVIDIA-SoC “Serpent Lake” is said to arrive in early 2028 – so far, only the RTX chiplet is confirmed
23. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,380 words · 8,851 characters
Intel processor, NVIDIA graphics, and perhaps a handheld device around it as well — apparently nothing more is needed to keep the rumor mill supplied for two years. A
2026-06-23
news.google.com
2026-06-23
EE Times Asia
2026-06-23
tspasemiconductor.substack.com
2026-06-23
semivision
From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion
Original Article By SemiVision Research [Reading time: 14 mins]
SEMIVISION
JUN 23, 2026
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From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion
Most people know TOTO because of toilets.
In luxury hotels, TOTO’s smart toilets—capable of automatic lid opening, seat heating, w