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Hurun Research Institute released its Hurun Global Unicorn List on June 25, a ranking covering 1,603 companies across 52 countries and 299 cities. The number of companies is up 5.3% from the prior year, while total global unicorn value has surged 43% year on year to US$8 trillion, far outpacing growth in the number of companies.

AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

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digitimes.com 2026-06-30

AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.

Commentary: Behind Micron's bet for long memory demand cycles

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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.

Expected MCU price hike drives early 1H26 pull-ins

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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.

Micron: This Time Is Different - It Will End The Same Way Nonetheless (Downgrade) (:MU) - Seeking Alpha

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seekingalpha.com 2026-06-30 Seeking Alpha

Micron And The Price Of Certainty (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-06-30 Seeking Alpha

South Korea chip hub gets Samsung and SK Hynix backing - eeNews Europe

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www.eenewseurope.com 2026-06-30 eeNews Europe

Palantir: Micron Has The Cycle. Palantir Has The Moat (Upgrade) (NASDAQ:PLTR) - Seeking Alpha

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news.google.com 2026-06-30 Seeking Alpha