Semiconductor News & Analysis Feed
68 articles
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How NVIDIA’s (NVDA) GB300 Benchmark Win Highlights the Memory Demands Behind Agentic AI
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
NVDA
+0.18%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing high-bandwidth memory stocks to buy. A stronger topic fit came on June 12, 2026, when NVIDIA said its Blackwell Ultra GB300 NVL72 p
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical. Shares are nearly at $1,200. MU jumped 880% from in one year. Year-to-date, the move sits at 280%, which makes the broader technology complex look sedated by comparison.
Video Muted
The headwind into June 24 is the arithmetic of that run. Consensus analyst target sits at $866.60, well below the current quote, and the stock tr
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Mark June 24 on Your Calendar: The Report That Could Send Micron Parabolic Again
Omor Ibne Ehsan
Mon, June 22, 2026 at 11:40 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Quick Read
MU has surged 769% in the past year to $1,134, yet trades 31% above analyst consensus ahead of its June 24 earnings report.
Micron has beaten EPS consensus for seven straight
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
__fail__
2026-06-18
openthemagazine.com
2026-06-18
Open Magazine
US President Donald Trump has announced that Apple will partner with Intel to design and manufacture chips in the United States, a move that could mark a significant shift in the global semiconductor landscape and support Washington's efforts to rebuild domestic chip manufacturing capacity.
The announcement comes amid growing concerns over supply-chain resilience, geopolitical tensions and increa
2026-06-17
news.google.com
2026-06-17
Phys.org
2026-06-17
www.openpr.com
2026-06-17
openPR.com
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2026-06-16
tomshardware.com
2026-06-16
Zhiye Liu
Our RAM benchmark hierarchy ranks DDR5 and DDR4 memory kits of all frequencies and capacities for any budget.
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and i
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
AI-related stocks have been on a roll not just in the United States, but globally. With the shortfall of memory chips globally, the South Korean markets surged to record highs. This rally was driven by technology giants like Samsung Electronics (SMSN.L.EB) and SK Hynix. The ferocity of the rally can be judged by the fact that SK Hynix stock has retur
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Dear Future SK Hynix Stock Investors, Mark Your Calendars for June 22
Ai chip by Quality Stock Arts via Shutterstock
Faisal Humayun Khan
Sun, June 14, 2026 at 11:00 AM PDT 3 min read
000660.KS
+6.42%
005930.KS
+4.50%
AI-related stocks have been on a roll not just in the United States, but globally. With the shortfall of memory chips globally, the South Korean markets surged to record highs. This
2026-06-14
ts2.tech
2026-06-14
TechStock²
14 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:NVDA·NVIDIA·STOCK MARKET
2 MINS READ
NVIDIA STOCK HOLDS NEAR $5 TRILLION AS CHINA VERA CHIP PUSH AND AI BENCHMARK PUT NVDA IN FOCUS
BY MATEUSZ KACZMAREK
New York, June 14, 2026, 11:03 EDT
Nvidia ended Friday at $205.19, up 0.16%, leaving its market value at about $5.0 trillion and its price-to-earnings ratio near 31, a valuation measure comparing sha
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
__fail__
2026-06-13
developer.nvidia.com
2026-06-13
NVIDIA Developer
AI agents have fundamentally changed the complexity of inference workloads. Until now, the industry has struggled to define a standard for measuring how inference systems perform under these conditions. Artificial Analysis AgentPerf (AA-AgentPerf) offers the industry’s first multi-vendor open benchmarks profiling trajectories that are representative of real-world AI agent coding tasks.
This post
2026-06-12
digitimes.com
2026-06-12
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Amid an Ugly Tech Selloff, Nvidia Director Mark Stevens Ditched 1 Million Shares
Anushka Mukherji
Wed, June 10, 2026 at 9:57 AM PDT 7 min read
WFC
-0.04%
NVDA
-3.73%
$SPX
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Nvidia logo on phone screen with stock chart by xalien via Shutterstock
Last week wasn't exactly a smooth ride for the high-flying tech players. Investors rushed to cash in on some o