Semiconductor News & Analysis Feed
196 articles
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
2026-07-02
digitimes.com
2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
2026-07-02
global.morningstar.com
2026-07-02
Morningstar
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2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Is Applied Materials (AMAT) Expensive After Raising Its Growth Outlook?
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
AMAT
-6.46%
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Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Applied Materials stock has delivered a very strong run, yet its latest checks point to an expensive v
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.
2026-06-30
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here’s Why
Faheem Tahir
29 June 2026 2 min read
NVDA
-1.64%
LLY
+2.76%
NTRA
+1.21%
Given its significant hedge fund backing and attractive upside potential, NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising robotics stocks.
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here's Why
NVIDIA Corporation (NASDAQ:NVDA) is ex
2026-06-30
www.mk.co.kr
2026-06-30
매일경제
www.mk.co.kr
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2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
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
South Korea's inventories of high-purity carbon dioxide, a critical material used in advanced semiconductor manufacturing, have fallen below normal buffer levels, raising procurement concerns across the chip industry, according to The Elec.
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
China tungsten curbs disrupt WF6 supplies, raising risks for HBM and AI chip output
AI Summary
The push to expand AI semiconductor output is straining supply chains for specialty electronic gases, an analysis said. China’s controls on high-purity tungsten exports have led to disruptions in Japan’s supply of tungsten hexafluoride (WF6), raising new supply-chain risks for high-bandwidth me
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
www.barrons.com
2026-06-29
Barron's
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2026-06-29
stocktwits.com
2026-06-29
Stocktwits
stocktwits.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is Micron Stock Rising Nearly 1% Overnight?
Yuvraj Malik
June 28, 2026 3 min read
MU
+0.94%
SNDK
-0.03%
WDC
+7.14%
Explore stocks on Coinbase
Trading disclosure
Susquehanna hiked its price target on MU to $2,000, the highest on Wall Street.
Analysts highlight that Micron's long-term customer agreements have significantly improved revenue visibility.
MU stock has increased nearly four times
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.