Semiconductor News & Analysis Feed
22635 articles
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
semiengineering.com
2026-06-22
Gregory Haley
Rising mask costs, tighter high-NA requirements, and new materials challenges are forci...
2026-06-22
digitimes.com
2026-06-22
The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving faster in headlines than in production lines. DIGITIMEShas been tracking the latest developments in TSMC's CoPoS advanced packaging technology, with glass core substrates emerging as the most closely watched variable in that story.
2026-06-22
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
digitimes.com
2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-22
digitimes.com
2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-22
finimize.com
2026-06-22
Finimize
Before proceeding to your request, you need to solve a puzzle, and the puzzle requires Google Translate to be disabled. Please disable Google Translate and retry.
Complete the security check before continuing. This step verifies that you are not a bot, which helps to protect your account and prevent spam.
2026-06-22
www.digitimes.com
2026-06-22
digitimes
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-06-22
www.digitimes.com
2026-06-22
digitimes
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the
2026-06-22
news.google.com
2026-06-22
Harnesslink
2026-06-22
drrobertcastellano.substack.com
2026-06-22
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Why Revenue Alone Misleads Semiconductor Equipment Investors
Applied Materials has the industry's broadest equipment portfolio, but ASML and KLA show that leadership depends on dominating the right segments, not simply selling into more of them.
DR. ROBERT CASTELLANO
JUN 22, 2026
∙ PAID
5
Share
What’s in This Article
Why revenue alone is misleading
Applied Materials’ broad product family base
Tabl
2026-06-22
www.foreignpolicyjournal.com
2026-06-22
foreignpolicyjournal.com
Nvidia has committed a direct $2 billion investment into Nebius Group (NASDAQ: NBIS), backing the company’s ambitions to scale AI data center infrastructure across its global neocloud network.
The capital injection positions Nebius as a significant player in high-performance AI computing, with the company planning to deploy Nvidia hardware and software throughout its expanding data center footpri
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Shanghai Iluvatar CoreX Semiconductor (SEHK:9903) Stock Looks Fully Valued After A 42% Monthly Jump
Shanghai Iluvatar CoreX Semiconductor (SEHK:9903) Stock Looks Fully Valued After A 42% Monthly Jump · Simply Wall St.
Simply Wall St
Sun, June 21, 2026 at 3:06 PM PDT 3 min read
9903.HK
+1.24%
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 mill
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON STOCK FACES JUNE 24 EARNINGS TEST AFTER AI MEMORY RALLY AND RECORD CLOSE
BY SHAN AHMED KHAN
NEW YORK, June 21, 2026, 17:03 EDT
Micron closed Thursday at $1,133.99, up 8.7%, before Nasdaq’s Friday Juneteenth closure extended the market break into the weekend.
The June 24 fiscal third-quarter report is being tr
2026-06-22
ppc.land
2026-06-22
PPC Land
NVIDIA GPU chip launches ad automation arrows for bidding, creative, and measurement
AI
NVIDIA's ad tech partners show what GPU automation looks like at Cannes Lions
At Cannes Lions 2026, NVIDIA partners Criteo, Taboola, Alembic, and KERV detail GPU-powered infrastructure for autonomous ad bidding, creative, and measurement.
Subscribe to Newsletter
Newsletter
Comments
Share
Alembic will become
2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Micron goes into its June 24 earnings report with a memory business Wall Street no longer knows how to value. The old commodity-cycle playbook doesn't explain 81% gross margin guidance, HBM contracts signed years ahead, or a stock that has already run hard into the print.
Micron's next earnings call is not a routine update. It is a test of whether investors should still treat the company like a b
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.chosun.com
2026-06-22
조선일보
By Lee Hai-woon
Published 2026.06.22. 05:30
Updated 2026.06.22. 11:25
“If a super buyer like Apple has to purchase memory at high prices, who could be stronger than that? It’s Samsung Electronics, SK Hynix, and Micron, the companies selling memory.”
On June 22, the YouTube channel ‘Chosun Money,’ produced by the Chosun Ilbo’s economic department, featured ‘Wall Tech Man,’ a U.S. enterprise anal
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M