Semiconductor News & Analysis Feed
2686 articles
2026-06-26
wccftech.com
2026-06-26
Wccftech
Micron says that it has locked in 16 memory customers in an unbreakable agreement, hinting that high prices will continue for several years.
Memory prices for all sorts of DRAM components, including LPDDR, DDR, and HBM, are sky-high. This is due to the huge demand for memory generated by the booming AI segment. DRAM makers have been unable to keep up with demand for AI, and things are even worse
2026-06-26
eu.36kr.com
2026-06-26
36 Kr
Earning 26,400 yuan net per second, more profitable than NVIDIA, do you believe in "the light"?
爱范儿
2026-06-26 08:23
Micron is full, and global phone makers are falling.
The memory chip industry has long been infamous for the "pork cycle."
When production capacity is tight, the prices of DRAM and NAND skyrocket, prompting manufacturers to expand production. Once the new production capacity is re
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
SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by February 2027, ahead of rival capacity expansion timelines. The site's first fabrication facility will break from conventional flat-floor layouts, stacking production floors three levels high in a pioneering triple-deck fab design.
2026-06-26
digitimes.com
2026-06-26
Onsemi has agreed to buy Synaptics in an all-stock transaction valued at about US$7 billion, a deal that could reshape the edge AI landscape across automotive, industrial, and connected devices. If completed, the merger aims to broaden global access to intelligent systems, software, and wireless technology.
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-26
digitimes.com
2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
digitimes.com
2026-06-26
Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.
2026-06-26
digitimes.com
2026-06-26
Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused M7 Pro and M7 Max processors to market in 2027, according to a Bloombergreport citing people familiar with the matter.
2026-06-26
www.gurufocus.com
2026-06-26
GuruFocus
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
How Qualcomm is evolving to grab a piece of the AI data center explosion.
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 1:03 PM PDT 2 min read
QCOM
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Trading disclosure
Qualcomm (QCOM) made its mark as a smartphone chip designer. But smartphone growth has slowed, and after losing Apple (AAPL) as a key customer, the company began searching for
2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
US invests $250M in I-Pulse for semiconductor and pulsed-power development under CHIPS Act
The Department of Commerce is funding a company that repurposed military pulsed-power technology for civilian
2026-06-26
www.cleveland.com
2026-06-26
Cleveland.com
__fail__
2026-06-26
www.spokesman.com
2026-06-26
The Spokesman-Review
NEWS
NATIONAL BUSINESS
Micron joins rivals pitching AI deals as cure for memory’s boom-bust cycle
June 25, 2026 Updated Thu., June 25, 2026 at 12:28 p.m.
1 of 2
The Micron logo in this illustration taken June 11, 2026. (Dado Ruvic/Reuters)
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By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Reuters
Memory chipmakers have for decades been trapped in boom-bust cycles, with cap
2026-06-26
tomshardware.com
2026-06-26
Bruno Ferreira
Microsoft increases Xbox Series console prices for the third time in two years — $100-$150 upswings on every model except the now-dead 2 TB version
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Everyone Is Talking About Micron
Bram Berkowitz, The Motley Fool
Thu, June 25, 2026 at 9:15 AM PDT 4 min read
MU
+16.01%
NVDA
-1.89%
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Trading disclosure
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades
2026-06-26
global.morningstar.com
2026-06-26
Morningstar
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2026-06-26
fortune.com
2026-06-26
Fortune
Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and maybe all of semiconductors — for years to come.
The bears had been sharpening their claws all week.
Korean semiconductor stocks had wobbled. Chatter about AI demand peaking was growing louder in the corridors of hedge funds and on trading desks from Midtown Manhattan to Tokyo’s Marunou
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades remain as strong as ever.
The AI memory maker Micron (
MU
+16.97%
) just reported blowout third-quarter earnings results. Earnings per share of $25.11 beat Wall Street consensus esti
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
Shrabana Mukherjee
Thu, June 25, 2026 at 8:45 AM PDT 7 min read
STMPA.PA
+2.68%
ON
+3.20%
STM
+4.16%
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Trading disclosure
The electrification of transportation continues to create long-term opportunities for semiconductor companies specializing in power management, silicon carbide (SiC), sensors and aut