Semiconductor News & Analysis Feed
7888 articles
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
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
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24
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
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
2026-06-24
digitimes.com
2026-06-24
SK Hynix disclosed in a regulatory filing to South Korea's Financial Supervisory Service on June 24 that its board has approved the issuance of new shares worth 45,453,450,000,000 won (approximately $29.4 billion) to support a listing of American Depositary Receipts on the Nasdaq Global Select Market. The board resolution was passed with all six outside directors in attendance and none absent.
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
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
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
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
www.digitimes.com
2026-06-24
digitimes
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
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2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
The Technology Select Sector SPDR Fund (NYSEARCA:XLK) charges a sticker fee so small it looks like a rounding error. The real bill shows up in how much of your money is riding on three stocks you probably already own through your S&P 500 fund.
Video Muted
What You’re Actually Paying
XLK’s expense ratio sits at 0.08%, or roughly $8 a year per $10,000 invested, per State Street’s March 20, 2026 fa
2026-06-24
www.jonpeddie.com
2026-06-24
Jon Peddie Research
Europe’s accelerated computing build-out is expanding rapidly, with Nvidia announcing 35 new AI and HPC systems across 23 countries. The program is mainly a sovereign AI infrastructure story, but it also shows how quantum developers are being drawn into the GPU-accelerated computing stack. Through CUDA-Q, NVQLink, and tools such as Nvidia Ising, companies including Aegiq, Pasqal, Quandela, and Ali
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
moneymorning.com
2026-06-24
Money Morning
STOCKS
Micron Reports Its Biggest Quarter in History Tonight. Analysts Are Calling for 998% Earnings Growth.
Money Morning Team
June 24, 2026
Micron Technology (MU) reports earnings after the bell today. And the number analysts are expecting is not a typo.
Wall Street consensus calls for $35 billion in quarterly revenue, which would represent 279% growth year-over-year. Earnings per share are
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Stock Market Today, June 23: Micron Falls as South Korea-Led Memory Selloff Raises Earnings Stakes
Eric Trie, The Motley Fool
Tue, June 23, 2026 at 2:03 PM PDT 2 min read
MU
-0.02%
^IXIC
+0.50%
000660.KS
+0.98%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron Technology (NASDAQ:MU), an AI-focused memory and storage chipmaker, closed at $1,051.77, down 13.18%. The stock fell sharply
2026-06-24
biz.chosun.com
2026-06-24
Chosunbiz
By
Jeong Du-yong
Published 2026.06.24. 06:01
Updated 2026.06.24. 07:06
Patent diagram for a processing core integrating high-capacity, high-bandwidth storage memory registered with the United States Patent and Trademark Office (USPTO) by SanDisk./Courtesy of United States Patent and Trademark Office
High-bandwidth flash (HBF) technology developed by SanDisk in the United States is drawing renew
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Collapse
NASDAQ: MU
Micron Technology
Today's Change
(-13.08%) $-158.47
Current Price
$1052.91
MU
YTD
1W
1M
3M
6M
1Y
5Y
PRICE
VS S&P
KEY DATA POINTS
Market Cap
$1.2T
Day's Range
$1038.70 - $1125.00
52wk Range
$103.38 - $1213.56
Volume
55.9K
Avg Vol
50.8M
Gross Margin
58.54%
Dividend Yield
0.05%
Micron Technology (
MU
13.08%
), an AI-focused memory and storage chipmaker, closed at $1,051.77, down
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
/
Stock Story
/
Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
3 min read
LRCX
−9.33%
QCOM
−8.01%
WDC
−8.45%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion r
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
Polymarket prices 96% chance Micron beats earnings Wednesday
Prediction market bettors are nearly unanimous on Micron clearing the bar, but the real story is what comes after the number drops