Semiconductor News & Analysis Feed
11245 articles
2026-07-01
www.benzinga.com
2026-07-01
Benzinga
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2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
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2026-07-01
www.pcmag.com
2026-07-01
PCMag Middle East
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
Trade TSM on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Taiwan Semiconductor Manufacturing stock has delivered a ve
2026-07-01
whattheythink.com
2026-07-01
WhatTheyThink
IRVINE, Calif. – Roland DG, the world’s leading provider of digital printing solutions, today announced the launch of EUV-H (EUV-HP7), a new industrial-grade UV hard ink developed to deliver exceptional durability, resistance, and performance across demanding industrial and commercial applications. Designed to enable more robust, premium output, EUV-H opens the door for businesses to expand into h
2026-07-01
www.chosun.com
2026-07-01
조선일보
By Lee Hai-woon
Published 2026.07.01. 09:04
Updated 2026.07.01. 16:40
SanDisk’s stock, a U.S. memory company that has surged 858% this year, jumped an additional 10.9% on June 30 alone. On the same day, Wall Street’s Bernstein raised its target price from $1,700 to $3,000 in a single move. The semiconductor-driven U.S. stock market saw the S&P 500 rise 14.9% and the Nasdaq gain 21.4% in the seco
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Stock Story
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Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
3 min read
MCHP
−3.93%
TXN
−3.36%
OLED
−0.93%
ST
−3.97%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at analo
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Stock Looks Below Fair Value But Broader Checks Stay Mixed
Bailey Pemberton
June 30, 2026 3 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's share price has moved very sharply in recent years, yet its valuation che
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron (
MU
4.71%
) stock investors will not want to miss these developments.
*Stock prices used were the afternoon prices of June 28, 2026. The video was published on June 30, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce m
2026-07-01
www.digitaltoday.co.kr
2026-07-01
디지털투데이
Industry
Samsung, SK Hynix and Micron accused of colluding on RAM prices; lawsuit unlikely to end 'RAM crunch'
AI Summary
A lawsuit has been filed alleging Samsung Electronics, SK Hynix and Micron deliberately reduced supply of consumer memory to push up RAM prices. The suit argues the companies shifted DRAM capacity from mainstream products such as DDR3 and DDR4 to high-bandwidth memory used in
2026-07-01
digitimes.com
2026-07-01
Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
digitimes.com
2026-07-01
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.
2026-07-01
digitimes.com
2026-07-01
Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency, challenging the long-standing dominance of Japanese suppliers in a global market valued at US$73.2 billion.
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
2026-07-01
digitimes.com
2026-07-01
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.