Semiconductor News & Analysis Feed
16183 articles
2026-06-23
en.bloomingbit.io
2026-06-23
bloomingbit
Nvidia’s HBM Push Opens Door to $1.52 Trillion Memory Market Next Year
Published 4:18 AM Jun 23, 2026
Source
Korea Economic Daily
Summary
About STAT AI
The global memory market is projected to grow to $1.09 trillion this year and $1.52 trillion next year.
Expanded investment in AI data centers and servers will lift the share of server memory to 56% this year and 57% next year.
Counterpoint said
2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.gurufocus.com
2026-06-23
GuruFocus
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
ca.investing.com
2026-06-23
Investing.com Canada
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
www.indexbox.io
2026-06-23
IndexBox
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2026-06-23
focustaiwan.tw
2026-06-23
Focus Taiwan
Taipei, June 23 (CNA) Legislative Speaker Han Kuo-yu (韓國瑜) and a cross-party delegation of lawmakers visited contract chipmaker Taiwan Semiconductor Manufacturing Co.'s (TSMC) campus in Arizona on Monday, according to the Legislative Yuan.
In a statement, the Legislative Yuan said Tuesday Han, who departed for the U.S. on Sunday at the head of a cross-party legislative delegation, met with TSMC A
2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
simplywall.st
2026-06-23
simplywall.st
Japan/Semiconductors/TSE:6963
Is ROHM (TSE:6963) Quietly Repositioning Its Power Device Portfolio Around 48V and SiC Leadership?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in June 2026, ROHM Semiconductor launched its AG16xFNxx Series of 80V power MOSFETs for 48V automotive power systems, featuring compact HPLF5060 and DFN3333 packages, enhanced heat dissipation, and AEC-Q101
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.indiatoday.in
2026-06-23
India Today
Smartphones are getting smarter day by day, thanks to the development that is happening inside the device. Not only the processor, but the storage chip, which is responsible for keeping everything moving. And now, Samsung has taken another significant step forward on that front, announcing the industry's first UFS 5.0 storage.
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Qualcomm about to acquire AI infrastructure company Modular
MELS DEES
Jun 23, 2026, 3:23 PM GMT+8
Qualcomm is poised to take a new step in its AI strategy. According to sources familiar with the negotiations, the chipmaker is in exclusive talks to acquire Modular, a relatively young company that develops software for AI infrastructure. The proposed acquisition price is report
2026-06-23
www.newelectronics.co.uk
2026-06-23
New Electronics
www.newelectronics.co.uk
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2026-06-23
www.msn.com
2026-06-23
MSN
What’s changing: Tim Cook says Apple can no longer absorb soaring memory costs and will raise device prices, potentially within weeks.
Why it matters: A global chip shortage, fuelled by AI data centre demand, has quadrupled DRAM and NAND prices, pressuring margins across the tech industry.
Who’s affected: Analysts expect price hikes for current iPhones, Macs, and iPads, with the iPhone 18 Pro po
2026-06-23
www.mobileworldlive.com
2026-06-23
Mobile World Live
Network Tech Nvidia June 23, 2026
Nvidia rallies telcos around AI agents at DTW Ignite
By Michael Robuck
Share
Nvidia and telecom partners including SoftBank Corp and NTT Data plan to demonstrate a stack of data, models, simulation tools and secure runtimes at DTW Ignite 2026, aimed at helping operators move from task-based automation to fully autonomous network operations.
The company argues wh
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Semiconductor Stocks See 'Rare Surge' As SOX Index Hits Dot-Com Bubble-Era Volatility Levels
Rishabh Mishra
Tue, June 23, 2026 at 12:09 AM PDT 3 min read
^SOX
-7.87%
SOXX
-7.88%
Trade SOXX on Coinbase
Trading disclosure
The technology sector is experiencing an unprecedented "rare surge" as the semiconductor SOX index flashes urgent warning signs of "extreme volatility" matching the 2000 Dot-Com B