Semiconductor News & Analysis Feed
7928 articles
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
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
2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
digitimes.com
2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-22
finimize.com
2026-06-22
Finimize
Before proceeding to your request, you need to solve a puzzle, and the puzzle requires Google Translate to be disabled. Please disable Google Translate and retry.
Complete the security check before continuing. This step verifies that you are not a bot, which helps to protect your account and prevent spam.
2026-06-22
drrobertcastellano.substack.com
2026-06-22
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Why Revenue Alone Misleads Semiconductor Equipment Investors
Applied Materials has the industry's broadest equipment portfolio, but ASML and KLA show that leadership depends on dominating the right segments, not simply selling into more of them.
DR. ROBERT CASTELLANO
JUN 22, 2026
∙ PAID
5
Share
What’s in This Article
Why revenue alone is misleading
Applied Materials’ broad product family base
Tabl
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON STOCK FACES JUNE 24 EARNINGS TEST AFTER AI MEMORY RALLY AND RECORD CLOSE
BY SHAN AHMED KHAN
NEW YORK, June 21, 2026, 17:03 EDT
Micron closed Thursday at $1,133.99, up 8.7%, before Nasdaq’s Friday Juneteenth closure extended the market break into the weekend.
The June 24 fiscal third-quarter report is being tr
2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Micron goes into its June 24 earnings report with a memory business Wall Street no longer knows how to value. The old commodity-cycle playbook doesn't explain 81% gross margin guidance, HBM contracts signed years ahead, or a stock that has already run hard into the print.
Micron's next earnings call is not a routine update. It is a test of whether investors should still treat the company like a b
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Software/NasdaqGS:SNPS
How Investors Are Reacting To Synopsys (SNPS) Turning Ansys Deal Into Multiphysics Fusion Offerings
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
In recent days, Synopsys has rolled out its first Multiphysics Fusion solutions integrating Ansys technology and was selected by GRU Space and Thea Energy, while Murata announced a collabora
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron Q3 earnings, new home sales, Fed's preferred inflation data: What to watch this week
Yahoo Finance Video and Josh Lipton
Sun, June 21, 2026 at 1:00 PM PDT
MU
+6.82%
Trade MU on Coinbase
Trading disclosure
Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch this week, including Micron (MU) earnings, Cerebras (CBRS) earnings, Carnival (CCL) earnings, home sales
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
|
June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
QUICK SUMMARY
Hide
Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-22
www.newelectronics.co.uk
2026-06-22
New Electronics
www.newelectronics.co.uk
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a10225f18b37bacc
Performance and Security by Cloudflare
Privacy
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips?
Daniel Sparks, The Motley Fool
Sun, June 21, 2026 at 11:41 AM PDT 5 min read
INTC
+5.19%
2330.TW
-0.80%
NVDA
-0.97%
AAPL
-0.34%
Explore stocks on Coinbase
Trading disclosure
Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Intel (
INTC
+5.19%
) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design and build chips in the U.S. It was the latest in a run of high-profile interest that includes an announced collaboration with Nvidia.
After years of being written off, Intel's foundry comeback suddenly