Semiconductor News & Analysis Feed
1949 articles
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Infineon Technologies (XTRA:IFX) Opens Smart Power Fab Early On A Pricey Narrative
Infineon Technologies (XTRA:IFX) Opens Smart Power Fab Early On A Pricey Narrative · Simply Wall St.
Simply Wall St
July 9, 2026 2 min read
IFX.DE
+2.27%
IFX
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Infineon Technolo
2026-07-10
digitimes.com
2026-07-10
As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.
2026-07-10
digitimes.com
2026-07-10
TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly output will reach at least 200,000 wafers in 2027. Equipment makers are still waiting for TSMC to finalize order allocation, a delay that is raising fears of price-cutting competition and delivery delays, as lead times run at least seven to nine months.
2026-07-10
digitimes.com
2026-07-10
Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first
2026-07-10
digitimes.com
2026-07-10
New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.
2026-07-10
digitimes.com
2026-07-10
High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.
2026-07-10
digitimes.com
2026-07-10
SK Hynix has priced a US$26.5 billion Nasdaq offering, giving the world's leading supplier of high-bandwidth memory fresh capital to expand DRAM wafer production, advanced packaging and leading-edge manufacturing equipment at the same time.
2026-07-10
digitimes.com
2026-07-10
GigaDevice Semiconductor expects first-half 2026 net profit to reach about CNY6.9 billion (US$960 million), a 1,099% increase from a year earlier, after tight memory chip supply lifted both shipment volumes and prices.
2026-07-10
digitimes.com
2026-07-10
LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.
2026-07-10
digitimes.com
2026-07-10
Nanya Technology posted record quarterly profit after a more than 60% rise in average DRAM selling prices lifted its gross margin to 79.5%, with the Taiwanese memory chipmaker expecting prices and margins to improve further in the second half.
2026-07-10
digitimes.com
2026-07-10
ASE Holdings posted record second-quarter and first-half 2026 revenue, driven by strong demand for advanced semiconductor packaging and testing, conventional backend services and AI-related applications. June revenue reached its second-highest monthly level on record, while quarterly growth exceeded the company's previous guidance.
2026-07-10
www.gurufocus.com
2026-07-10
GuruFocus
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2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
SK Hynix tumbles more than 6% Monday, following successful US debut last week
Daniel Howley · Technology Editor
Updated July 13, 2026 2 min read
SKHYV
0.00%
SKHY
-1.86%
SK Hynix (SKHY) fell more than 6% in early trading on Monday, following the broader tech industry, after posting a roughly 13% gain in its US market debut on Friday.
Stock of the chipmaker was trading at $157, down from the $168
2026-07-10
www.bloomberg.com
2026-07-10
Bloomberg.com
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Get the most important global
2026-07-10
news.google.com
2026-07-10
Yahoo Finance
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Micron (
MU
+1.93%
) has lost more than 20% of its value in less than two weeks amid a broader correction among AI stocks. Most investors have been conditioned to expect these sorts of stocks to keep rising steadily, especially as tech giants continue to ramp up their AI infrastructure spending.
The fundamentals of its business suggest Micron's stock rally should continue, so when its price movem
2026-07-10
news.google.com
2026-07-10
24/7 Wall St.
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Up Massive YTD: Here Are Nvidia, Palantir & AMD’s Price Predictions For 2028
Vandita Jadeja
July 9, 2026 4 min read
NVDA
+0.23%
PLTR
+1.87%
AMD
+1.58%
META
-0.02%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA needs 47% upside to hit $300 by 2028, while PLTR's 85% Q1 revenue growth makes its $250 target the top contrarian call.
AMD's 57% YoY data center growth and Meta's MI450 dep
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Bernstein Raises its Price Target on ASML Holding (ASML)
Jeff Lewis
July 9, 2026 2 min read
ASML
-0.49%
AAOI
+0.60%
^NDX
+0.04%
SPCX
-3.34%
ASML
-0.49%
Explore stocks on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX.
On July 6, 2026, Bernstein analyst David Dai raised the firm's price target on ASML Holding N.V. (NASD
2026-07-10
www.barrons.com
2026-07-10
Barron's
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