Semiconductor News & Analysis Feed
22097 articles
2026-06-25
morethanmoore.substack.com
2026-06-25
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IBM Announces 0.7nm Process Node, Introduces NanoStack
666 Million Transistors Per Square Millimeter
DR. IA
2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Gamers and enthusiasts just can’t catch a break from the memory chip shortage.
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated 27 mins ago
Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron eases AI jitters ahead of PCE
Amalya Dubrovsky
Updated Thu, June 25, 2026 at 3:25 AM PDT 1 min read
MU
-0.31%
^DJI
+0.35%
^IXIC
-0.43%
^NDX
-0.43%
^GSPC
-0.10%
Trade MU on Coinbase
Trading disclosure
Tech stocks jumped before the bell on Thursday as blowout Micron (MU) earnings helped boost sagging confidence
2026-06-25
www.businesskorea.co.kr
2026-06-25
Businesskorea
Samsung held first place in global DRAM revenue share at 38% in Q1, while SK hynix fell to 29%
Samsung Electronics' DDR5 DRAM. (Photo provided by Samsung Electronics)
Samsung Electronics maintained its leading position in the DRAM market for two consecutive quarters. This is interpreted as the result of significantly increasing production capacity in response to the memory shortage triggered by b
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.forbes.com
2026-06-25
Forbes
INNOVATION
AI
Whoever Wins AI Will Count Transformers, Not Nvidia Chips
ByRobert J. Szczerba,
Contributor.
Robert J. Szczerba is a tech CEO covering AI, robotics and automation
Follow Author
Jun 25, 2026, 06:15am EDT
Summary
The US AI buildout faces a critical bottleneck: not chips, but power infrastructure. Half of planned 2026 data centers are stalled due to shortages of transformers, switc
2026-06-25
finimize.com
2026-06-25
Finimize
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.chosun.com
2026-06-25
조선일보
By Kang Da-eun
Published 2026.06.25. 19:00
On the 24th, local time, IBM releases IBM's sub-1 nm node wafer. /IBM
U.S. IT giant IBM has unveiled the world’s first semiconductor process technology below 1 nanometer (nm·one-billionth of a meter). If commercialized, the technology could significantly reduce power consumption while dramatically boosting computing performance, potentially serving as a
2026-06-25
www.coindesk.com
2026-06-25
CoinDesk
Computer memory chipmaker Micron Technology (MU) delivered blowout Q3 earnings on Wednesday, lifting the entire AI memory sector, AI-related stocks and even giving crypto a slight boost.
Bitcoin
BTC
$61,270.96
climbed back above $60,000 after markets closed, but bullish AI sentiment will ultimately pull more liquidity away from crypto.
Micron shares surged 16% in premarket trading on Thursday
2026-06-25
eetimes.com
2026-06-25
IBM unveils 0.7-nm nanostack chips promising 100 billion transistors, denser SRAM, and production within five years.
2026-06-25
newsroom.ibm.com
2026-06-25
IBM Newsroom
YORKTOWN HEIGHTS, NY, June 25, 2026 – IBM (NYSE: IBM) today unveiled a major semiconductor breakthrough with the introduction of the world’s first sub-1 nanometer (nm) chip technology, featuring a revolutionary transistor architecture at the 0.7 nm, or 7 angstrom node. The achievement marks a landmark moment for an industry facing the physical limits of traditional chip scaling. Semiconductors pla
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
IBM Corp. today unveiled what it says is the world’s first sub-one-nanometer chip technology, a research breakthrough that it said will fuel the next 10 years of semiconductor development and pave the way to atomic-level chip design.
The new technology is based on a transistor architecture IBM calls nanostack, designed for the 0.7-nanometer, or seven-angstrom, node. IBM said the architecture can
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
HOME>MARKET-COMMENTARY
MARKET-COMMENTARY
Let’s Pay a Visit to Micron’s Island
Micron’s earnings beat might just negate the bearish island patten that formed earlier this week. Here’s what to watch for.
Helene Meisler·Jun 25, 2026, 6:00 AM EDT
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2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall.
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
news.google.com
2026-06-25
Idaho Statesman