Semiconductor News & Analysis Feed
209 articles
2026-06-28
digitimes.com
2026-06-28
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Businessreported.
2026-06-27
tomshardware.com
2026-06-27
Kunal Khullar
A power-hungry flagship awaits.
2026-06-27
tomshardware.com
2026-06-27
Mark Tyson
Enthusiast demos Microsoft’s newest OS running 'completely stable' on a Core 2 Quad Q6600, using a DDR1 motherboard, supported by an ATi Radeon HD 4650 AGP graphics card.
2026-06-27
www.gurufocus.com
2026-06-27
GuruFocus
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2026-06-27
www.gurufocus.com
2026-06-27
GuruFocus
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2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
D.A. Davidson technology research head Gil Luria explains why Micron's booming semiconductor business reflects a short-term, zero-sum A.I. trade for megacap tech on ‘Making Money.’
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-26
www.cnbc.com
2026-06-26
CNBC
ON Semiconductor
CEO Hassane El-Khoury defended the company’s core business, and shares notched their worst day since March 2020, after the sensing solutions company announced its largest acquisition ever.
The maker of components for the automotive industry on Thursday announced plans to buy edge AI and wireless connectivity solutions company Synaptics
in an all-stock deal to capitalize on phys
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price Prediction) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of company Micron has become.
Video Muted
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
We tested both CPUs across gaming, rendering, encoding, efficiency, and pricing to see if the Ryzen 7 5800X3D can keep up with the newer Core i7-14700K with DDR4.
2026-06-26
digitimes.com
2026-06-26
GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation semiconductor technologies aimed at robotics, autonomous systems, and AI-driven infrastructure.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
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
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
www.cnbc.com
2026-06-25
CNBC
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2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
At VivaTech 2026 in Paris last week, Philippe Keryer, Chief Strategy and Innovation Officer at Thales, identified Europe's core quantum challenge in a single observation: "The problem is not really how we invent, it's really how we scale."
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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