Semiconductor News & Analysis Feed
6218 articles
2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm nearing deal for AI chip startup Modular, Bloomberg News reports
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Reuters
Mon, June 22, 2026 at 2:57 PM PDT 1 min read
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June 22 (Reuters) - Qualcomm is in advanced discussions to acquire Modular Inc in a transaction valuing the AI chip company at about $4 billion, Bloom
2026-06-23
news.google.com
2026-06-23
embedded.com
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.wsj.com
2026-06-23
WSJ
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2026-06-23
www.bloomberg.com
2026-06-23
Bloomberg.com
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2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
tomshardware.com
2026-06-23
Jake Roach
Motherboards are down to some unbelievable prices for Prime Day, which makes sense given how rough RAM prices are right now.
2026-06-23
www.streetinsider.com
2026-06-23
StreetInsider
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2026-06-23
briefglance.com
2026-06-23
BriefGlance
Beyond Moore's Law: Qnity's High-Stakes Bet on Stacking Chips for the AI Era
📊 KEY DATA
$40B+ market value in 2025, projected to exceed $140B by 2034 for advanced packaging.
Qnity invested $61.5M in new R&D and manufacturing facility.
Stock surged over 100% year-to-date (2026) after strong Q1 earnings.
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Cybersecurity threat analysis
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Digital transformation consulti
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
What does an AI company do after one of those not-acqui-hire deals, where a rival pays investors a hefty IP “licensing” fee while poaching its critical talent? For AI chipmaker Groq, the answer appears to be raise more money from investors — who were said to have profited handsomely after a deal with Nvidia in December — hire more talent, and pivot.
On Monday, Groq announced a new $650 million fu
2026-06-23
www.tastylive.com
2026-06-23
tastylive
Micron stock has surged over 756% in the past year, making MU one of the best-performing large-cap stocks of 2026, fueled entirely by insatiable AI infrastructure demand for its memory chips.
Both Micron and SK Hynix have reported their entire 2026 HBM production is completely sold out, driven by the explosive memory requirements of next-generation AI accelerators like Nvidia's Blackwell B200 GPU
2026-06-23
www.cnbc.com
2026-06-23
CNBC
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
While the artificial intelligence chipmaker is up about 12% in 2026, shares have been skidding in the past month, losing roughly 3%. In comparison, the VanEck Semiconductor ETF (SMH)
is up 84% this year, and the fund has advanced 15% in the past month.
Nvidia
2026-06-23
www.marketscreener.com
2026-06-23
marketscreener.com
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2026-06-23
news.alphastreet.com
2026-06-23
AlphaStreet
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Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
ANALYSIS
Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
$TXN
June 22, 2026
6 min read
X
in
f
Texas Instruments is still frequently discussed as if it were just another semiconductor-cycle stock: demand softens, inventory corrects, utilization d
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
Omor Ibne Ehsan
Mon, June 22, 2026 at 10:35 AM PDT 4 min read
2330.TW
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NVDA
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AVGO
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AMD
-5.76%
TSM
-6.69%
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Chase Coleman lifted Tiger Global's TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added posit
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction).
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Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names