Semiconductor News & Analysis Feed
11418 articles
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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美光财报碾压预期，更凭千亿美元长单锁定AI内存超级周期。但暴涨后的大跌揭示了市场隐忧：极致定价下，利好即出尽。这千亿订单虽焊死了利润下限，却也给AI牛市的估值天花板戴上了紧箍咒。
6月24日盘后，美光交出了人类存储芯片史上最炸
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
stocktwits.com
2026-06-29
Stocktwits
stocktwits.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is Micron Stock Rising Nearly 1% Overnight?
Yuvraj Malik
June 28, 2026 3 min read
MU
+0.94%
SNDK
-0.03%
WDC
+7.14%
Explore stocks on Coinbase
Trading disclosure
Susquehanna hiked its price target on MU to $2,000, the highest on Wall Street.
Analysts highlight that Micron's long-term customer agreements have significantly improved revenue visibility.
MU stock has increased nearly four times
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Jeong Du-yong
Published 2026.06.29. 10:51
/Synopsis
Semiconductor design software corporations Synopsys presented its "silicon-to-systems" vision as its product development strategy for the age of artificial intelligence (AI). The aim is to respond to an environment where decisions made at the semiconductor design stage determine the performance and reliability of end products such as automob
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
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2026-06-29
www.digitimes.com
2026-06-29
digitimes
Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated...
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2026-06-29
www.chosun.com
2026-06-29
조선일보
By Kim Kyeong-pil
Published 2026.06.29. 08:57
Updated 2026.06.30. 11:50
People Power Party lawmaker Ahn Cheol-soo attends the party's general meeting of lawmakers held at the National Assembly on the 18th. /Newsis
Ahn Cheol-soo, a People Power Party lawmaker, claimed on the 29th that the government-led semiconductor investments by Samsung Electronics and SK Hynix in the Honam region would "produ
2026-06-29
www.finsmes.com
2026-06-29
FinSMEs
www.finsmes.com
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2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
Synopsys unveils Silicon-to-Systems vision after Ansys acquisition
AI Summary
Synopsys presented a new product development approach as AI spreads across physical products such as cars, medical devices and industrial equipment. The semiconductor design software company said it unveiled its Silicon-to-Systems vision after acquiring engineering simulation company Ansys. Synopsys said the ap
2026-06-29
www.thelec.net
2026-06-29
thelec.net
Warning signs are emerging over the supply of high-purity carbon dioxide (CO2) used in advanced semiconductor manufacturing processes, industry sources said on June 26.
The shortage stems from a sharp decline in the production of raw CO2 as operating rates at oil refineries and petrochemical plants have fallen. Semiconductor manufacturers and gas suppliers typically maintain about two weeks of in
2026-06-29
www.thelec.net
2026-06-29
thelec.net
(From left) Hassane El-Khoury, president, CEO, and board member of onsemi; Thad Trent, senior vice president and chief financial officer (CFO) of onsemi; and Rahul Patel, president, CEO, and board member of Synaptics. (Photo: onsemi and Synaptics investor presentation)
US power semiconductor company onsemi announced on June 25 that it has agreed to acquire Synaptics Incorporated in an all-stock t
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
digitimes.com
2026-06-29
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.
2026-06-29
digitimes.com
2026-06-29
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex, lending corporate backing to South Korea's plan to build a second chip production base in Gwangju and the broader Jeolla region in the country's southwest.
2026-06-29
digitimes.com
2026-06-29
Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.
2026-06-29
digitimes.com
2026-06-29
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
2026-06-29
digitimes.com
2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-29
digitimes.com
2026-06-29
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.