Semiconductor News & Analysis Feed
34 articles
2026-07-05
digitimes.com
2026-07-05
Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-02
digitimes.com
2026-07-02
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight mature-node capacity force suppliers to defend margins after years of low-end price wars.
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
2026-06-30
cryptobriefing.com
2026-06-30
Crypto Briefing
Samsung, Micron, SK Hynix face class-action lawsuit over alleged 700% DRAM price inflation
Seventeen plaintiffs accuse the three companies controlling 90% of the global DRAM market of coordinating sup
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.
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
U.S. stocks struggle to end positively despite great Micron's 3Q results, in-line inflation
Jun 25, 2026, 4:05 PM ETDow Jones Industrial Average Index (DJI), COMP:IND, SP500MU, US10Y, US2Y
, US30Y
By: Monica L. Correa, SA News Editor
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Wall Street's major averages closed mixed even after blockbuster fiscal third-quarter results from Micron (MU) that failed t
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-23
digitimes.com
2026-06-23
Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and that the era of chip inflation has arrived.
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron Q3 earnings, new home sales, Fed's preferred inflation data: What to watch this week
Yahoo Finance Video and Josh Lipton
Sun, June 21, 2026 at 1:00 PM PDT
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Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch this week, including Micron (MU) earnings, Cerebras (CBRS) earnings, Carnival (CCL) earnings, home sales
2026-06-22
news.google.com
2026-06-22
Barron's
2026-06-21
tomshardware.com
2026-06-21
Luke James
The Bank of Korea has named performance bonuses at Samsung Electronics and SK hynix as a risk to the country's inflationary stability.
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
Tech Industry
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target
News
By Luke James published 2 days ago
Memory boom payouts worth up to $455,000 per worker are now a variable in the central bank's price outlook.
(Image credit: Samsung)
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2026-06-21
www.fxempire.com
2026-06-21
FXEmpire
U.S. equities moved higher last week despite a more hawkish message from the Federal Reserve. The Dow Jones Industrial Average closed at 51,564.71, gaining 0.71% for the week. The S&P 500 ended at 7,500.58, up 0.93%, while the Nasdaq Composite advanced 2.43% to close at 26,517.93.
The primary focus this week will be inflation data, particularly the May Personal Consumption Expenditures (PCE) repo
2026-06-20
www.cnbc.com
2026-06-20
CNBC
Few workers can say that their bonuses have been so large that the country’s central bank takes notice.
But in South Korea, that phenomenon is playing out as workers from tech industries receive bonuses worth millions of won, prompting the Bank of Korea to warn of the upward pressure to inflation.
In a June 17 report, the central bank wrote that inflation this year has been largely powered by en
2026-06-17
vajiramandravi.com
2026-06-17
Vajiram & Ravi
vajiramandravi.com
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2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-05
eetimes.com
2026-06-05
News Desk
Manufacturing expanded further in May despite Inflation and lower GDP.
2026-05-20
www.investing.com
2026-05-20
Investing.com
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2026-05-20
www.investing.com
2026-05-20
Investing.com
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