Semiconductor News & Analysis Feed
16037 articles
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
semiengineering.com
2026-06-25
Liz Allan
Physical I/Os can be a chokepoint for high-performance chips and high-speed interconnec...
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
digitimes.com
2026-06-25
OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.
2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
digitimes.com
2026-06-25
IC design firms are scrambling to expand their partner networks as tight packaging and testing capacity remain the most pressing bottleneck in the supply chain. Companies in Taiwan, Europe, and the US say the shortage is worse than expected, pushing packaging, testing, and related materials into broader supply constraints.
2026-06-25
semiengineering.com
2026-06-25
Ed Sperling
Can engineers trust AI to get everything right in semiconductor design and verification?
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Why Qualcomm (QCOM) Shares Are Falling Today
Jabin Bastian
Wed, June 24, 2026 at 5:00 PM PDT 3 min read
QCOM
-3.29%
000660.KS
+8.07%
005930.KS
+3.81%
MU
-0.31%
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Trading disclosure
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded A
2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
timesofsandiego.com
2026-06-25
Times of San Diego
Qualcomm President and CEO Cristiano Amon speaks on Wednesday. (Photo from Qualcomm live stream)
Qualcomm‘s stock rose as much as 15% in after-hours trading Wednesday after it announced a deal to supply Facebook-parent Meta with AI chips.
The San Diego-based wireless pioneer said its new Dragonfly C1000 chip will power Meta’s next generation of data centers.
“We’re excited to continue partnerin
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Memory chip maker Micron Technology Inc. more than quadrupled its revenue growth in the most recent quarter as it continued to benefit from surging demand linked to the artificial intelligence industry.
The company reported third-quarter earnings before certain costs such as stock compensation of $25.11 per share, crushing Wall Street’s target of $20.78 by a wide margin. Revenue for the period su
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron, Qualcomm ease AI jitters
Amalya Dubrovsky
Wed, June 24, 2026 at 4:26 PM PDT 1 min read
MU
-0.31%
QCOM
-3.29%
^IXIC
-0.43%
^DJI
+0.35%
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Trading disclosure
US stock futures rose as Micron and Qualcomm helped boost confidence in the AI trade following several tough days for tech stocks.
Futures attached
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Noel Randewich
Wed, June 24, 2026 at 4:09 PM PDT 1 min read
QCOM
-3.29%
MU
-0.31%
ARM
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MRVL
-0.84%
AVGO
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By Noel Randewich
June 24 (Reuters) - Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Tec
2026-06-25
www.azfamily.com
2026-06-25
AZ Family
Scottsdale man sentenced for conspiracy to steal semiconductor testing trade secrets
An Israeli citizen living in Scottsdale has been sentenced in a case involving the theft of a Valley company’s trade secrets.
By Ryan McCoy
Published: Jun. 25, 2026 at 7:03 AM GMT+8|Updated: 3 hours ago
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SCOTTSDALE, AZ (AZFamily) — An Israeli citizen living in Sc
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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