Semiconductor News & Analysis Feed
16032 articles
2026-06-25
www.igorslab.de
2026-06-25
igor´sLAB
LATEST NEWS
ASE is building 15 new sites: Advanced Packaging is becoming the next major AI bottleneck
25. June 2026 06:00Samir Bashir
📖 Reading time: approx. 9 minutes · 1,647 words · 10,736 characters
In the case of AI chips, people like to talk about transistors, HBM bandwidth, and compute performance. Eventually, however, the GPU, memory, chiplets, and power supply must actually be assembled i
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
Vardah Gill
Wed, June 24, 2026 at 8:59 PM PDT 2 min read
QCOM
+3.84%
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QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
On June 24, Re
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Better Buy After the Chip Sell-Off: Nvidia or AMD?
Daniel Sparks, The Motley Fool
Wed, June 24, 2026 at 8:56 PM PDT 5 min read
NVDA
-0.50%
AMD
-0.02%
AVGO
+0.51%
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Trading disclosure
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more th
2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Jeong Du-yong
Published 2026.06.25. 12:34
Global DRAM market share trend. /Courtesy of Counterpoint Research
In the global memory market, Samsung Electronics kept the No. 1 spot in DRAM and NAND flash. SK hynix maintained the lead in the high bandwidth memory (HBM) market with a majority share. Chinese companies increased their shares in DRAM and NAND, speeding up the chase.
According to mem
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Shares of memory specialist Micron Technology (
MU
1.32%
) jumped about 16% in after-hours trading on Wednesday, climbing from about $1,049 at Wednesday's close to about $1,215, after the company reported a fiscal third quarter that topped even the most optimistic expectations on Wall Street.
The move snaps a fear-driven artificial intelligence (AI) sell-off that had weighed on chip stocks earlie
2026-06-25
thevoicenewsweekly.com
2026-06-25
The Voice Newsweekly
The Bureau of Customs (BoC) – Port of Clark held a dialogue with representatives of Texas Instruments and STMicroelectronics to address operational concerns and reinforce collaboration for more efficient customs processes and improved trade facilitation.
The meeting provided a platform to discuss stakeholder issues and identify practical measures to enhance service delivery and streamline operati
2026-06-25
kfgo.com
2026-06-25
The Mighty 790 KFGO
By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) – South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology’s quarterly results and forecast beat expectations, boosting optimism over AI-driven chip shortages.
South Korea’s SK Hynix also said on Wednesday it plans to raise up to $29.4 billion through a U.S. stock market listing, boosting inves
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.digitimes.com
2026-06-25
digitimes
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations...
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2026-06-25
www.kedglobal.com
2026-06-25
KED Global
Samsung agrees to supply HBM4 to AMD; wider AI chip foundry alliance under discussion
Jun Young-hyun (left), head of Samsung’s device solutions division, and AMD CEO Lisa Su pose for a photo after signing an HBM4 chip supply MOU on March 18, 2026 Samsung Electronics Co. has agreed to supply its latest high-bandwidth memory chips to Advanced Micro Devices Inc. (AMD) –
2026-06-25
www.theregister.com
2026-06-25
The Register
SYSTEMS
Micron locks in historically high memory prices for five years
Big buyers agree to deals that will deliver historically enormous margins and profits
Simon Sharwood
APAC Editor
2
Published Thu 25 Jun 2026 // 02:07 UTC
Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a fl
2026-06-25
m.techflowpost.com
2026-06-25
深潮TechFlow
研报解读：台积电 2027 年 AI 收入将翻倍，CoWoS 产能仍是瓶颈
2026.06.25
- 昨天
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TechFlow Selected 深潮精选
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研报解读：台积电 2027 年 AI
收入将翻倍，CoWoS 产能…
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
2026.06.25 - 11:48:07
台积电
AI
专注Web3行业深度报道，洞察潮水流动的方向
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
作者：Rita
潮向导读
摩根士丹利于 6 月 23 日发布台积电供应链深度报告。核心判断：基于最新供应链调查，上调了对 2027 年全球 CoWoS 先进封装需求的预测，认为台积电 AI 相关收入 2027 年将达 863 亿美元，较
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.25. 10:59
As the age of artificial intelligence (AI) arrives, the long-standing formula for the memory semiconductor industry's cycle is being shaken. Analysts say the traditional memory cycle—marked by repeated gluts, price crashes, and production cuts—is entering a new phase, driven by expanding AI demand and long-term supply agreements.
U.S. memory semicond
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus · Stocktwits
Aashika Suresh
Wed, June 24, 2026 at 6:59 PM PDT 5 min read
CL=F
-1.12%
MU
-0.31%
QCOM
-3.29%
META
-0.81%
^NDX
-0.43%
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Trading di
2026-06-25
www.msn.com
2026-06-25
MSN
Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026
Management View
Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: "We're really pleased with the financial trajectory of the business... we are delivering record cash flow numbers." He added that after maintaining "appropriate excess cash," "the principal capital return we have will be share repurchase,"
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
South Korea's benchmark Kospi index surged over 5% in early trading on Thursday, extending a rebound after a tech-driven selloff rattled markets around the world earlier this week.
The rally was led by heavyweight chipmakers Samsung Electronics and SK Hynix, as investors returned to battered semiconductor stocks after two days of volatility.
Samsung Electronics shares gained over 6%, while SK Hy
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.
It was a blockbuster day for chip stocks. Micron and Qualcomm both surged after delivering upbeat outlooks, with Micron claiming an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But