Semiconductor News & Analysis Feed
2827 articles
2026-06-23
news.futunn.com
2026-06-23
富途牛牛
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Alphabet (GOOG) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
GOOGL
-0.98%
NVDA
-4.13%
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Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Alphabet Inc. (NASDAQ:GOOG) is one of the stocks discussed by Jim Cramer.
Tech
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Amazon (AMZN) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
AMZN
+0.57%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer.
eCom
2026-06-23
www.eenewseurope.com
2026-06-23
eeNews Europe
Europe is expanding its AI and high-performance computing (HPC) capacity, with NVIDIA announcing that 35 new AI supercomputers are currently under development across the continent. The systems, unveiled at ISC High Performance 2026, will provide next-generation computing infrastructure for more than three million researchers working in fields ranging from climate science and healthcare to quantum
2026-06-23
www.fxleaders.com
2026-06-23
FXLeaders
Micron Technology MU) is experiencing an incredibly historic run, driven by massive AI infrastructure demand for its high-bandwidth memory (HBM) chips. The Stock Price: ~$1,211.38 (Surged over 6.7% in the last regular session, hitting a record high, and trading higher near $1,236+ in after-hours)
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings
2026-06-23
www.asiae.co.kr
2026-06-23
아시아경제
Research Results Unveiled at One of the World's Top Three Semiconductor Conferences
The research team led by Professor Daehyun Kim from the Department of Electronic Engineering at Kyungpook National University has developed a 45-nanometer (nm) class gallium nitride (GaN) high electron mobility transistor (HEMT) that achieved a record maximum oscillation frequency (fmax) of 742 GHz.
This marks
2026-06-23
www.mitrade.com
2026-06-23
Mitrade
Nvidia (NASDAQ: NVDA) stock is still green for 2026, but the trade no longer looks clean from the company that outperformed every other company and country in 2024 and 2025. NND is up about 12% this year, yet they have slipped roughly 3% over the past month.
The gap with the rest of the chip market is hard to ignore. The VanEck Semiconductor ETF (NASDAQ: SMH) has jumped about 84% in 2026 and adde
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
digitimes.com
2026-06-23
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese suppliers in the first quarter of 2026.
2026-06-23
digitimes.com
2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-23
digitimes.com
2026-06-23
Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of 24 tracked companies posting positive year-over-year gains, according to monthly revenue filings compiled for the period. The results underscore continued downstream demand driven by AI-related chip shipments and a broader recovery in consumer electronics.
2026-06-23
digitimes.com
2026-06-23
Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and that the era of chip inflation has arrived.
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
2026-06-23
digitimes.com
2026-06-23
Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.
2026-06-23
digitimes.com
2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.reuters.com
2026-06-23
Reuters
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