Semiconductor News & Analysis Feed
6439 articles
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
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
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaperreported.
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
2026-06-26
digitimes.com
2026-06-26
On June 25, IBM unveiled what it calls the world's first sub-1nm chip technology: a 0.7nm — or 7 angstrom — transistor architecture built on an entirely new 3D platform called Nanostack. The announcement, timed to the VLSI 2026 symposium, marks the first time logic technology has extended below the 1nm node and, IBM says, opens a roadmap of at least a decade of further semiconductor scaling.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence, as the South Korean memory maker prepares to nearly double DRAM wafer input capacity by 2030–2031, The Elecreported.
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
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
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Micron (MU) Stock Soaring Today
Jabin Bastian
Thu, June 25, 2026 at 4:29 PM PDT 4 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Qualcomm (QCOM) Stock Is Up Today
Petr Huřťák
Thu, June 25, 2026 at 4:21 PM PDT 2 min read
QCOM
+3.84%
META
-2.68%
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Trading disclosure
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.3% in the morning session after the company announced an aggressive expansion into the AI data center market with ambitious long-term revenue targets during i
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Blowout Earnings Could Be Great News for Nvidia Investors
Daniel Sparks, The Motley Fool
Thu, June 25, 2026 at 4:03 PM PDT 4 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (NASDAQ: MU) just posted a quarter big enough to do exactly that -- and the read-through ma
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
www.syracuse.com
2026-06-26
Syracuse.com
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2026-06-26
eetimes.com
2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Thu, June 25, 2026 at 2:50 PM PDT 3 min read
CDNS
-1.12%
^GSPC
-0.01%
^DJI
+0.14%
^IXIC
-0.46%
Trade CDNS on Coinbase
Trading disclosure
Cadence Design Systems (CDNS) closed the most recent trading day at
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi bets on physical AI with $7 billion Synaptics acquisition
Jaiveer Shekhawat
Thu, June 25, 2026 at 2:22 PM PDT 2 min read
SYNA
-3.49%
ON
+2.56%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- Chipmaker onsemi will acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a deal aimed at expanding its presence in artificial intelligence-driven intellige
2026-06-26
fox4kc.com
2026-06-26
FOX4KC.com
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2026-06-26
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2026-06-26
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2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
Onsemi to acquire Synaptics in $7B all-stock deal, betting big on Edge AI
The semiconductor giant is paying a 19% premium to absorb Synaptics' edge computing and connectivity portfolio, expanding its