Semiconductor News & Analysis Feed
581 articles
2026-06-25
www.theregister.com
2026-06-25
The Register
SYSTEMS
Micron locks in historically high memory prices for five years
Big buyers agree to deals that will deliver historically enormous margins and profits
Simon Sharwood
APAC Editor
2
Published Thu 25 Jun 2026 // 02:07 UTC
Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a fl
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-25
digitimes.com
2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-25
digitimes.com
2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
’s revenue more than quadrupled in the fiscal third quarter, the company said on Wednesday, as the memory maker continued to benefit from soaring demand tied to the artificial intelligence boom. The stock rose over 16% at one point in extended trading.
Here’s how the memory maker did versus LSEG consensus estimates:
Revenue increased from $9.3 billion a year earlier, Micron said in a stat
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
’s revenue more than quadrupled in the fiscal third quarter, the company said on Wednesday, as the memory maker continued to benefit from soaring demand tied to the artificial intelligence boom. The stock rose 15% in extended trading.
Revenue increased from $9.3 billion a year earlier, Micron said in a statement. For the current quarter, the company said it expects revenue of about $50 bil
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
www.msn.com
2026-06-25
MSN
Apple plans to raise prices on its products to offset increasing memory and storage chip costs, chief executive Tim Cook has told the Wall Street Journal.
A surge in AI-driven demand for data centres has forced consumer electronics companies into fierce competition for dwindling supplies of key components, driving prices sharply higher.
Groups representing car makers, retailers, electroni
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is expanding its chip-design services to China as it is reportedly in early talks with ByteDance.
Custom-chip designs are picking up momentum across the tech industry, and a report by Reuters suggests that Qualcomm might be assisting ByteDance, a leading Chinese firm, with chip-design services.
Although the talks between Qualcomm and ByteDance are still early, if they succeed, then that
2026-06-24
kotaku.com
2026-06-24
Kotaku
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2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.
2026-06-24
www.tomshardware.com
2026-06-24
Tom's Hardware
Tech Industry Manufacturing Semiconductors
TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs
News
By Etiido Uko published 9 hours ago
Reported 5–10% price hikes remain lower than recent industry price spikes
(Image credit: Getty / Bloomberg)
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2026-06-24
www.businesstimes.com.sg
2026-06-24
The Business Times
Qualcomm in talks to provide custom chip-design services to ByteDance: sources
The negotiations show US tech companies are keen to do business with China, even with growing friction over AI chips
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Published Wed, Jun 24, 2026 · 07:36 PM
Qualcomm is the world’s largest supplier of smartphone modem chips, which manage cellular communications. PHOTO: REU
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia: Rapid Revenue Expansion
Nvidia (
NVDA
0.40%
) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
It announced that its Vera Rubin platform entered full production on June 1, 2026, and it reported 72% net income margin for its fiscal first quarter ended April 26, 2026.
Advanced Micro Devices: Steady Revenue Trajectory
Advanced Micro
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia vs. Advanced Micro Devices: What Do Their Revenue Trends Tell Investors?
Robert Izquierdo, The Motley Fool
Wed, June 24, 2026 at 3:47 AM PDT 4 min read
NVDA
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RXT
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Trading disclosure
Nvidia: Rapid Revenue Expansion
Nvidia (NASDAQ:NVDA) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
I
2026-06-24
tomshardware.com
2026-06-24
Luke James
Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator
2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:ADI
What Analog Devices (ADI)'s AI-Chip Sentiment Shock After SK Hynix News Means For Shareholders
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Analog Devices reported stronger-than-expected quarterly results and upbeat guidance supported by demand in industrial, automotive, communications infrastructure, and data ce
2026-06-24
www.ceoinsightsasia.com
2026-06-24
CEO Insights Asia
Qualcomm is negotiating to offer chip-design services to China's ByteDance, as the US firm aims to lessen its reliance on the smartphone market, its primary revenue generator, according to reports.
If the negotiations succeed, ByteDance, the owner of the short-video app TikTok, will become one of the first clients of Qualcomm's chip-design services division.
Qualcomm is the leading provider of m
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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