Semiconductor News & Analysis Feed
1951 articles
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Apple Just Raised Prices Because of a Chip Shortage. But the Real Winner Isn't Apple. It's This AI Stock.
Daniel Sparks, The Motley Fool
June 29, 2026 5 min read
AAPL
-0.26%
NVDA
-1.85%
Explore stocks on Coinbase
Trading disclosure
On June 25, Apple (NASDAQ: AAPL) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And th
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
On June 25, Apple (
AAPL
+1.36%
) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And the Apple TV, the HomePod, and the Vision Pro got more expensive, too. And the company didn't point to tariffs or a product redesign for the price hike. It blamed memory.
Apple said in a statement to media last week that it has "neve
2026-06-30
www.bitget.com
2026-06-30
Bitget
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
Dinari partners with tZERO to develop a tokenized U.S. stock platform
Pump.fun App adds support for token trading on the Robinhood chain
Key Players' Defense: Major platforms deploy
2026-06-30
www.chosun.com
2026-06-30
조선일보
By Kang Da-eun
Published 2026.06.30. 09:06
Updated 2026.06.30. 14:39
Samsung Electronics, SK Hynix, and Micron corporate logos / Courtesy of respective companies
Global memory giants Samsung Electronics, SK Hynix, and Micron have been embroiled in a class-action lawsuit in the U.S. over allegations of DRAM price-fixing. U.S. consumers and small-to-medium PC companies claim the three firms intent
2026-06-30
digitimes.com
2026-06-30
Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft, and Nintendo all having signaled product price increases as widening supply-demand gaps continue to drive up memory costs.
2026-06-30
digitimes.com
2026-06-30
Asia Neo Tech has announced a 15-year technology licensing agreement with US-based Brooks Automation to cooperate on FOUP (front-opening unified pod) cleaning equipment and expand its reach into global markets. The two companies held a signing ceremony on June 30, 2026.
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply chain, with global implications for electronics pricing and availability. Industry sources said buyers are seeking to secure supply before further increases, while weak demand and AI-related capacity pressure continue to shape the market.
2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.
2026-06-30
tomshardware.com
2026-06-30
Zhiye Liu
Newegg has started selling G.Skill’s Trident Z5 NeoX memory kits featuring AMD ULL technology, and the prices are already high.
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls.
Video Muted
The move ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
David Moadel
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Taiwan raided Super Micro Computer's (SMCI) offices over alleged NVIDIA (NVDAD) AI chip smuggling to China, driving SMCI shares down 8% and extending a brutal 37% monthly slide.
Prosecutors alle
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
__fail__
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
__fail__
2026-06-30
appleinsider.com
2026-06-30
AppleInsider
appleinsider.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a17630319c0ae62d
Performance and Security by Cloudflare
Privacy
2026-06-30
sourceability.com
2026-06-30
Sourceability
One of the most notable impacts AI has had on the semiconductor supply chain has been the surge in demand for high-bandwidth memory (HBM). As AI infrastructure investments continue to accelerate, memory manufacturers are increasingly prioritizing production for HBM and other high-end memory solutions, creating a ripple effect of line consolidation and dramatic shortages.
These pressures are becom
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.