Semiconductor News & Analysis Feed
1144 articles
2026-06-26
breakingthenews.net
2026-06-26
Breakingthenews.net
ON Semiconductor Corp. (Onsemi) announced that it will acquire Synaptics in a $7 billion all-stock transaction, expecting the deal to expand its total addressable market (TAM) by $30 billion to $243 billion by 2030.
The deal will see Synaptics shareholders obtaining 1.350 shares of Onsemi common stock per Synaptics share held, the press release said, noting that the transaction is expected to clo
2026-06-26
digitimes.com
2026-06-26
Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass and optical materials maker is looking to extend its AI exposure beyond data-center connectivity into advanced chip packaging.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by February 2027, ahead of rival capacity expansion timelines. The site's first fabrication facility will break from conventional flat-floor layouts, stacking production floors three levels high in a pioneering triple-deck fab design.
2026-06-26
digitimes.com
2026-06-26
South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly moving closer to a new chip hub in Gwangju while SK Hynix continues to weigh a site in South Jeolla Province against overseas investment options.
2026-06-26
eetimes.com
2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
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
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron is looking to end the memory industry's boom-bust cycle
Micron logo at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov · Yahoo Finance · Reuters / REUTERS
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 12:36 PM PDT 2 min read
MU
+15.81%
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Trading disclosure
Micron (MU) reported bl
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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Micron And SK hynix: The End Of Harsh Cyclicality May Be In Sight
Jun 25, 2026, 2:33 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockMETA, META:CA, ZMET:CA
, SKHY, DRAM
Ricardo Fernandez
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Micron Technology, Inc. delivered another earnings beat and raised guidance, signaling robust AI
2026-06-26
www.reuters.com
2026-06-26
Reuters
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2026-06-26
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Everyone Is Talking About Micron
Bram Berkowitz, The Motley Fool
Thu, June 25, 2026 at 9:15 AM PDT 4 min read
MU
+16.01%
NVDA
-1.89%
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Trading disclosure
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades remain as strong as ever.
The AI memory maker Micron (
MU
+16.97%
) just reported blowout third-quarter earnings results. Earnings per share of $25.11 beat Wall Street consensus esti
2026-06-25
www.cnn.com
2026-06-25
CNN
A number of Apple products, including the MacBook Neo, got price increases Thursday. Adam Gray/Bloomberg/Getty Images
New York —
Apple has hiked prices on some of its most popular products, including the MacBook and iPad, because of the rising costs of memory and storage chips sparked by the AI boom.
Beginning immediately, the price increases affect the Neo, its entry level MacBook that’s now
2026-06-25
www.waaytv.com
2026-06-25
WAAY 31 News
Apple is hiking the prices of MacBooks and iPads due to the memory chip shortage
By Jordan Valinsky, CNN Jun 25, 2026 Updated 36 mins ago
A number of Apple products, including the MacBook Neo, got price increases on June 25.
Adam Gray/Bloomberg/Getty Images via CNN Newsource
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New York (CNN) — Apple has hiked prices on some of its most popular
2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Software/NasdaqGM:FIVN
Micron Stock Has Investors Looking At 3 AI Software Names
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Micron’s huge Q3 2026 surprise, with revenue and earnings far above analyst estimates and a roughly 7x share price move over the past year, has pulled fresh attention to companies that help power data centers and advanced computing. When one stock
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Chipmaking equipment giant Applied Materials Inc. is trying to make life easier for its chip fabrication plant customers, so they can build the extremely complex 3D architectures necessary for the next generation of artificial intelligence processors.
To do this, it has unveiled a host of new chip fabrication systems that span advanced packaging, process control and dynamic-random access memory m
2026-06-25
news.google.com
2026-06-25
Stock Titan
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
eetimes.com
2026-06-25
Qualcomm takes the data center by storm with networking, AI accelerators, and both custom and standard CPUs.