Semiconductor News & Analysis Feed
1166 articles
2026-06-24
www.barrons.com
2026-06-24
Barron's
__fail__
2026-06-24
tomshardware.com
2026-06-24
Luke James
Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator
2026-06-24
www.france24.com
2026-06-24
France 24
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
S.Korea chip giant SK hynix seeks $29 bn in Nasdaq listing: regulatory filing
Jihye SHIN and Claire LEE
Wed, June 24, 2026 at 2:59 AM PDT 2 min read
000660.KS
+0.98%
NVDA
-1.19%
^IXIC
-0.41%
Trade NVIDIA on Coinbase
Trading disclosure
SK hynix is a key supplier to the world's most valuable company Nvidia (Jung Yeon-je)
South Korea's SK hynix, a maker of memory chips for artificial intelligence da
2026-06-24
www.barrons.com
2026-06-24
Barron's
__fail__
2026-06-24
www.trefis.com
2026-06-24
Trefis
Micron Stock Is Cooling Off, But Its Business Is Running Hot
June 24th, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
The memory chip maker’s shares have pulled back, but its history of rewarding dip-buyers is hard to ignore.
Micron Technology (MU) finds itself in an enviable position. Management sees the company as one of the biggest beneficiaries of the AI bo
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Ask investors about the most influential stock of the past several years, and many would respond with Nvidia (
NVDA
+0.30%
). The company's state-of-the-art processors have taken artificial intelligence (AI) to the next level, propelling its revenue and profits into the stratosphere. Consider this: Since the AI revolution kicked off in earnest in early 2023, Nvidia's revenue has surged 1,250%, dri
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Should You Buy Nvidia Stock Right Now? A Compelling Answer Is Hiding in Plain Sight.
Danny Vena, CPA, The Motley Fool
Wed, June 24, 2026 at 12:22 AM PDT 5 min read
NVDA
+0.28%
^GSPC
+0.63%
^IXIC
+0.62%
Trade NVIDIA on Coinbase
Trading disclosure
Ask investors about the most influential stock of the past several years, and many would respond with Nvidia (NASDAQ: NVDA). The company's state-of-the-a
2026-06-24
www.upi.com
2026-06-24
upi.com
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2026-06-24
www.indexbox.io
2026-06-24
IndexBox
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2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-24
digitimes.com
2026-06-24
SK Hynix disclosed in a regulatory filing to South Korea's Financial Supervisory Service on June 24 that its board has approved the issuance of new shares worth 45,453,450,000,000 won (approximately $29.4 billion) to support a listing of American Depositary Receipts on the Nasdaq Global Select Market. The board resolution was passed with all six outside directors in attendance and none absent.
2026-06-24
moneymorning.com
2026-06-24
Money Morning
STOCKS
Micron Reports Its Biggest Quarter in History Tonight. Analysts Are Calling for 998% Earnings Growth.
Money Morning Team
June 24, 2026
Micron Technology (MU) reports earnings after the bell today. And the number analysts are expecting is not a typo.
Wall Street consensus calls for $35 billion in quarterly revenue, which would represent 279% growth year-over-year. Earnings per share are
2026-06-24
project-disco.org
2026-06-24
Disruptive Competition Project
Enabling Semiconductor Manufacturing in Space
YASWANT DEVARAKONDA · JUNE 23, 2026
SHARE
TAGS
AI
SEMICONDUCTOR CHIPS
SPACE MANUFACTURING
Congress recently introduced the Semiconductor Superiority Act, which would expand the CHIPS and Science Act tax credits to include semiconductor manufacturing in space. Through the Act, Congress is positioning the U.S. to lead a technological shift that will
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
Kayode Omotosho
Tue, June 23, 2026 at 12:44 PM PDT 5 min read
000660.KS
+0.98%
KLAC
-1.29%
005930.KS
+9.84%
ASML.AS
-0.95%
IFX.DE
-2.66%
Trade KLA on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte