Semiconductor News & Analysis Feed
22552 articles
2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.25. 10:59
As the age of artificial intelligence (AI) arrives, the long-standing formula for the memory semiconductor industry's cycle is being shaken. Analysts say the traditional memory cycle—marked by repeated gluts, price crashes, and production cuts—is entering a new phase, driven by expanding AI demand and long-term supply agreements.
U.S. memory semicond
2026-06-25
www.msn.com
2026-06-25
MSN
Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026
Management View
Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: "We're really pleased with the financial trajectory of the business... we are delivering record cash flow numbers." He added that after maintaining "appropriate excess cash," "the principal capital return we have will be share repurchase,"
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
South Korea's benchmark Kospi index surged over 5% in early trading on Thursday, extending a rebound after a tech-driven selloff rattled markets around the world earlier this week.
The rally was led by heavyweight chipmakers Samsung Electronics and SK Hynix, as investors returned to battered semiconductor stocks after two days of volatility.
Samsung Electronics shares gained over 6%, while SK Hy
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.
It was a blockbuster day for chip stocks. Micron and Qualcomm both surged after delivering upbeat outlooks, with Micron claiming an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But
2026-06-25
www.pcguide.com
2026-06-25
PC Guide
Home > PC & Tech Deals: Prime Day
Nvidia RTX 5060 gaming PC deal drops to ridiculously low price in Prime Day deal for 19% off
For just over $1K, this rig comes with the RTX 5060, Intel Core i5-1440F CPU, 16GB DDR5 and 1TB SSD storage
Aaron Ritchie
LAST UPDATED ON JUNE 25, 2026
PC Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Read More
The
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) is the most valuable company in the world, and the only one with a market cap of more than $5 trillion. If you had invested $25,000 in it 10 years ago and held on through the ups and downs that followed, you'd have a stake worth more than $4 million today.
However, the stock has been growing at a more modest pace recently. It's up just 7% this year -- almost precisely as muc
2026-06-25
www.upi.com
2026-06-25
upi.com
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2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
SK hynix Inc., the world’s largest supplier of HBM memory, today filed to list its shares on the Nasdaq stock exchange.
The South Korean company hopes to sell up to 17.79 million shares for $29.4 billion. The public offering is expected to be the second-largest on record after the recent listing of SpaceX Corp., which raised $85.7 billion.
SK hynix produces more than half of the world’s HBM memo
2026-06-25
www.scmp.com
2026-06-25
South China Morning Post
Semiconductors
Tech
China’s JCET to build new plant in Shanghai to expand advanced chip packaging
US$1.15 billion investment underscores advanced packaging’s role in boosting China’s chipmaking capabilities amid rapid AI development
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Xinmei Shen
Published: 8:30am, 25 Jun 2026
Chinese chip-packaging and testing giant Jiangsu Changjiang Electronics
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Korean chip shares surge on Micron's blowout earnings, SK Hynix's US listing plan
Heekyong Yang and Hyunjoo Jin
Wed, June 24, 2026 at 5:19 PM PDT 2 min read
005930.KS
+5.29%
000660.KS
+13.06%
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) - South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technol
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
onsemi and Semtech Shares Are Falling, What You Need To Know
Weixin Lin
Wed, June 24, 2026 at 5:16 PM PDT 4 min read
000660.KS
+10.04%
ON
-1.13%
SMTC
-2.94%
MU
-0.31%
005930.KS
+5.58%
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Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spen
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
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%
Explore stocks on Coinbase
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