Semiconductor News & Analysis Feed
22635 articles
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK hynix’s (HXSCL) 12-Layer HBM4E Samples Keep It Ahead in the AI Memory Upgrade Cycle
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 2 min read
000660.KS
+0.98%
SK hynix Inc. (OTC:HXSCL) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave the list one of its most direct HBM catalysts on June 17, 2026, when it shipped samples of 12-layer HBM4E to major custo
2026-06-24
www.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
While all eyes are on Micron Technology's (
MU
13.08%
) fiscal 2026 third-quarter earnings report, which will be released after the market closes on June 24, the memory specialist has just announced a strategic partnership with artificial intelligence (AI) specialist Anthropic, which could be a big deal in the long run.
On June 22, Micron said that its strategic agreement with Anthropic involves
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
www.semiaccurate.com
2026-06-24
Semiaccurate
Who Are The Qualcomm Enterprise Customers?
Two names so far and a pitch thrown in for free
Jun 23, 2026 by Charlie Demerjian
Tomorrow Qualcomm is going to have their annual Investor Day and teased several enterprise announcements. SemiAccurate can tell you about one of the big ones, customers for their infrastructure program.
As you know, Qualcomm has been showing off their new infrastructure
2026-06-24
www.taipeitimes.com
2026-06-24
Taipei Times
A cross-party delegation led by Legislative Speaker Han Kuo-yu (韓國瑜) on Monday visited contract chipmaker Taiwan Semiconductor Manufacturing Co’s (TSMC) campus in Arizona, the Legislative Yuan said yesterday.
The delegation met with TSMC Arizona CEO Ray Chuang (莊瑞萍) to discuss the chipmaker’s investment in Phoenix, the legislature said in a statement.
Han, Chuang and the TSMC subsidiary’s manage
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
constructiondigital.com
2026-06-23
Construction Digital
A US$650m expansion of Coherent's semiconductor manufacturing campus in Sherman, Texas has broken ground, with plans to double the site's production space and create more than 1,000 jobs.
The project expands an existing 700,000 square-foot facility that was originally built as a silicon wafer fab by Texas Instruments, before being acquired by Finisar in 2017 and eventually passing to Coherent thr
2026-06-23
www.gasworld.com
2026-06-23
gasworld
© POSCO Air Solution
Posco opens rare gas plant for South Korean semiconductor market
By Sophie Gregory
19 hours ago
2 min read
Bookmark
Posco Air Solution (Posco), the industrial gas arm of Posco Group, has completed construction of a 130,000 Nm³ per year high-purity rare gases facility at the Donghoan site of its Gwangyang Works steel complex in South Korea.
The plant will produce high-purity
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Micron Stock Suddenly Crashed
Rich Smith, The Motley Fool
Tue, June 23, 2026 at 8:37 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
005930.KS
+9.84%
000660.KS
+0.98%
Explore stocks on Coinbase
Trading disclosure
Did the AI memory chip bubble just burst? Shares of memory specialist Micron (NASDAQ: MU) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Did the AI memory chip bubble just burst? Shares of memory specialist Micron (
MU
13.08%
) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this sell-off straight to one place:
South Korea.
Image source: Getty Images.
Big trouble in little Korea
Home to computer memory giants Samsung and SK Hynix, South Korea is the epicenter of money-making in the
2026-06-23
chargedevs.com
2026-06-23
Charged EVs
chargedevs.com
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2026-06-23
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2026-06-23
Essentials Cremation and Burial Services Inc.
essentialscbs.com
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2026-06-23
www.barchart.com
2026-06-23
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) shares are ripping higher ahead of the memory chipmaker’s Q3 earnings scheduled for June 24 after market close.
Analysts expect MU to nearly quadruple its third-quarter revenue to roughly $35 billion on a more than 10x increase in adjusted per-share earnings to $20.81.
Still, options pricing currently signal
2026-06-23
www.mobihealthnews.com
2026-06-23
MobiHealthNews
www.mobihealthnews.com
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2026-06-23
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2026-06-23
MobiHealthNews
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2026-06-23
overclock3d.net
2026-06-23
OC3D
Published: June 23, 2026 | Source: Chisun | Author: Mark Campbell
SK Hynix to prioritise DDR5 expansion over HBM4 in new production push
SK Hynix to reportedly pivot planned HBM4 production to DDR5 as the company chases higher margins
SK Hynix is one of the world’s largest memory producers, reportedly accounting for 40% of the HBM market. Secure in its position as the global HBM leader, SK Hynix