Semiconductor News & Analysis Feed
2815 articles
2026-06-26
news.google.com
2026-06-26
Proactive financial news
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-26
tomshardware.com
2026-06-26
Luke James
Apple will release a base M6 chip for entry-level Macs this year but skip the Pro and Max versions of that generation, jumping instead to an accelerated M7 family.
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
www.barchart.com
2026-06-26
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) just delivered one of the strongest quarters in its history. As hyperscalers and enterprises continue investing heavily in artificial intelligence (AI) infrastructure, demand for memory chips has surged. At the same time, supply remains constrained across the industry, which is pushing DRAM and NAND pricing high
2026-06-26
natlawreview.com
2026-06-26
The National Law Review
Five Reputable Semiconductor Process Material Manufacturers in China 2026: Advancing Semiconductor Material Innovation
Five Reputable Semiconductor Process Material Manufacturers in China 2026: Advancing Semiconductor Material Innovation
Press Release Date 06-26-2026
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Focusing on advancements in semiconductor process materials, including purity control, process optimiz
2026-06-26
www.myeverydaytech.com
2026-06-26
My Everyday Tech
Consumer News & Events
Cadence works out new partnership with Intel Foundry to advance Team Blue’s 14A process
5 hours ago Calvin Liew
Cadence has announced an expanded multi-year collaboration agreement with Intel Foundry to advance Design Technology Co-Optimization targeting Intel’s next-generation process technologies, beginning with Intel 14A.
Both companies are working together to devel
2026-06-26
news.google.com
2026-06-26
Stock Titan
2026-06-26
www.reuters.com
2026-06-26
Reuters
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2026-06-26
www.tech-critter.com
2026-06-26
Tech Critter
Cadence has announced a deeper, multi-year partnership with Intel Foundry to accelerate Team Blue’s development in next-generation 14A manufacturing process.
The collaboration expands beyond existing work by combining Cadence’s AI-powered electronic design automation (EDA) tools and design IP portfolio with Intel’s process technology and packaging expertise, giving chip designers a more optimized
2026-06-26
www.digitimes.com
2026-06-26
digitimes
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
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2026-06-26
www.itiger.com
2026-06-26
Tiger Brokers
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2026-06-26
www.fxleaders.com
2026-06-26
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52
2026-06-26
digitimes.com
2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
2026-06-26
digitimes.com
2026-06-26
Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure and domestic chip development.
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
digitimes.com
2026-06-26
South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly moving closer to a new chip hub in Gwangju while SK Hynix continues to weigh a site in South Jeolla Province against overseas investment options.
2026-06-26
digitimes.com
2026-06-26
South Korea's Ministry of Employment and Labor has launched chemical safety inspections at 25 semiconductor manufacturers, including SK Hynix, after a series of fluorine gas leaks at chip plants raised fresh concerns over industrial accidents.
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array