Semiconductor News & Analysis Feed
22097 articles
2026-06-25
news.google.com
2026-06-25
Idaho Statesman
2026-06-25
www.tomshardware.com
2026-06-25
Tom's Hardware
Tech Industry Artificial Intelligence
Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM
News
By Anton Shilov published 22 hours ago
More efficient than HBM, denser than SRAM.
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall. (Image credi
2026-06-25
www.eenewseurope.com
2026-06-25
eeNews Europe
Infineon Technologies has started mass production of its RASIC CTRX8188F radar transceiver, describing it as the automotive industry’s first production-ready 8Tx8Rx imaging radar MMIC designed for centralized radar architectures. The device targets the growing demand for high-resolution radar systems used in advanced driver assistance systems (ADAS) and future autonomous vehicles.
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. On Fortune’s radar today:
Markets: Micron drives tech stock rally.
Big-name money managers are piling into Amazon.
Oil is nearly normal.
J.P. Morgan warns “flash-crash” may be coming.
Denver’s reduced enthusiasm for eating out.
Reid Hoffman rips into Elon Musk.
ONE BIG THING
It’s an open secret: Amazon is the favored stock of star money managers
In recent quarters, a roster of money
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Zacks
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Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
5 min read
MU
−0.31%
Micron Technology, Inc. MU used its third-quarter fiscal 2026 earnings call to make a broader point than a quarterly beat. Management framed memory as a strategic bottleneck in the AI buildout and argued that long-term customer agreements are resh
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. Today’s word of the day is “adversarial distillation,” which Anthropic accuses Alibaba of doing to its AI models in a new letter to U.S. lawmakers.
Alibaba allegedly accessed Anthropic’s Claude for three months to illicitly extract its capabilities in a presumed bid to train Alibaba’s rival AI chabot, Qwen, at a fraction of the cost.
We’re not talking about a handful of times here:
2026-06-25
www.gamesindustry.biz
2026-06-25
GamesIndustry.biz
Home News
Micron says chip shortage will "improve gradually" in 2028
But CEO Sanjay Mehrotra admits he doesn't know when memory supply will catch up with increased demand
Image credit: Marta Branco
News by Alex Forbes-Calvin Contributor
Published on June 25, 2026
The CEO of chip giant Micron, Sanjay Mehrotra, has said that the AI-fueled global RAM and NAND shortage will continue through 2027 a
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.chartmill.com
2026-06-25
ChartMill
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Micron Blows the Doors Off and Throws the AI Rally a Lifeline
By Kristoff De Turck - reviewed by Aldwin Keppens – Last update: Jun 25, 2026
Quotes Stocks Mentioned
Article Mentions:
HTZ
(3.00 ▼ -40.71%)
ORCL
(157.53 ▼ -4.62%)
QCOM
(197.41 ▼ -3.29%)
SMTC
(158.48 ▼ -2.94%)
NVDA
(199.00 ▼ -0.52%)
RMBS
(124.52 ▼ -2.88%)
VZ
(45.68 ▼ -2.25%)
WEN
(7.86 ▲ 25.66%)
GOOGL
(
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
soared in premarket trading on Thursday after the memory maker reported blockbuster third-quarter earnings as the AI boom causes demand for memory to surge.
The company’s revenue more than quadrupled from $9.3 billion a year earlier to $41.46 billion in its fiscal third quarter, it reported on Wednesday. Revenue came in higher than analyst expectations of nearly $36 billion, according to
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
stock soared 15% on Thursday after the memory maker reported blockbuster third-quarter earnings as the artificial intelligence boom causes demand for memory to surge.
Shares climbed even higher earlier in the day, pushing Micron’s market cap above Meta
and Tesla
among the most valuable U.S. companies.
Other names in the memory space also popped, with Sandisk
gaining nearly 22% on Thur
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
letsdatascience.com
2026-06-25
Let's Data Science
FUNDING & BUSINESS
south korea
semiconductors
government investment
Korean President and Samsung Discuss Chip Cluster
3 sources
|
June 25, 2026
6.2
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
QUICK SUMMARY
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President Lee Jae Myung met with Samsung Electronics Co. Chairman Lee Jae-yong on Thursday to discuss plans for regional semiconductor investments in the southern
2026-06-25
www.inc.com
2026-06-25
inc.com
__fail__
2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The Zacks Analyst Blog Highlights Micron and NVIDIA
Zacks Equity Research
Thu, June 25, 2026 at 2:04 AM PDT 4 min read
MU
-0.31%
NVDA
-0.50%
Explore stocks on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 25, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacti
2026-06-25
evertiq.com
2026-06-25
Evertiq
© Hitachi Energy
Business | June 25, 2026
Hitachi Energy expands power semiconductor production at Swiss site
Evertiq
The expansion is part of Hitachi Energy’s USD 9 billion USD global investment program to increase capacity and add 15,000 people to scale manufacturing, R&D, and digitalization, including boosting efficiency through AI-enabled processes.
Hitachi Energy has broken ground on a new f
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
For the first time, the company became the top vendor by revenue in data center Ethernet switches — the networking gear that helps connect AI chips inside data centers, according to market research firm IDC.
This market is growing fast because cloud giants and other large businesses are pouring hundreds of billions into building out AI data centers. IDC research vice president Paul Nicholson call