Semiconductor News & Analysis Feed
2824 articles
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
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
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
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
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
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.inc.com
2026-06-24
inc.com
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2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
www.investors.com
2026-06-24
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2026-06-24
www.fxstreet.com
2026-06-24
FXStreet
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Bank of America Raises Micron Target to $1,500 Ahead of Results: Are Traders Buying It?
Ananda Banerjee
Tue, June 23, 2026 at 11:00 AM PDT 6 min read
MU
-13.18%
BAC
+0.94%
NVDA
-4.13%
000660.KS
+0.98%
005930.KS
+9.84%
Explore stocks on Coinbase
Trading disclosure
Bank of America raised its Micron stock price target to $1,500 from $950, spotlighting the memory maker that sits beside Nvidia at the
2026-06-24
www.rdworldonline.com
2026-06-24
R&D World
www.rdworldonline.com
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
theindependent.sg
2026-06-24
The Independent Singapore News
Over 1,000 Malaysian job seekers queue 2 KM long in the scorching sun for walk-in interview with German semiconductor firm Infineon Technologies in Melaka (Photo: YouTube/Channel NewsAsia (CNA) + Facebook/Shadan Othman @shadan.othman.9)
MALAYSIA
3 min.Read
Over 1,000 Malaysian job seekers queue 2 km long in the scorching sun for walk-in interview with German semiconductor firm Infineon Technologie
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the
2026-06-24
uk.finance.yahoo.com
2026-06-24
Yahoo Finance UK
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, 23 June 2026 at 9:09 am GMT-7 1 min read
MU
-13.18%
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the engineering, procurement, and construct
2026-06-24
www.asktraders.com
2026-06-24
AskTraders
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23 Jun 2026, 17:04
Infineon Shares Slide 6% Despite Susquehanna’s Bullish Price Target Hike
Asktraders News Team
Infineon Technologies (ETR: IFX) shares tumbled more than 6% on Tuesday, closing at €80.56 from a previous close of €85.94, even as Wall Street firm Susquehanna issued a significantly upgraded price target — underscoring a growing disconnect between analyst optimism and b