Semiconductor News & Analysis Feed
1444 articles
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
news.google.com
2026-06-30
Business Insider
2026-06-30
finance.biggo.com
2026-06-30
finance.biggo.com
A South Korean research team has developed a technology to stably stack ultra-thin semiconductor chips, each just one-fifth the thickness of a human hair, in 10 or more layers. The achievement delivers integration density roughly four times higher than that of High Bandwidth Memory (HBM), a critical component in artificial intelligence (AI) semiconductors, and is expected to bolster the competitiv
2026-06-30
www.businesskorea.co.kr
2026-06-30
Businesskorea
ADR debut on July 10 aims to fund new chip plants and expand AI memory capacity
SK Hynix logo
SK Hynix will cement its dominance in the global memory semiconductor market through its listing on the US Nasdaq market.
According to the financial investment industry on June 30, SK Hynix will list its American Depositary Receipts (ADR) on the Nasdaq on July 10 and begin full-scale trading. The sched
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.marketscreener.com
2026-06-30
marketscreener.com
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2026-06-30
pandaily.com
2026-06-30
Pandaily
News
It's Not Just Phones — Even Routers Are Getting More Expensive Due to the Chip Shortage
Published:
June 30, 2026
Reading Time:
2 min read
Want to read in a language you're more familiar with?
The AI-driven DRAM shortage is rippling beyond smartphones to routers, smart home devices, and consumer electronics as HBM production consumes memory manufacturing capacity.
The global chip shortage h
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-30
digitimes.com
2026-06-30
Ability Opto-Electronics Technology, an optics maker, said on June 29 that its V-groove and mechanical transfer (MT) products for co-packaged optics (CPO) are likely to become its second-largest product line after notebook camera modules, as the company pushes to expand into new growth drivers. Chairman Weiya Gao said the expected 10% to 20% cut in 2026 shipments by notebook brands would have a re
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Investors initially cheered the report, but the enthusiasm faded.
The fantastic results might be unsustainable, but investors can celebrate while it lasts.
*Stock prices used were the afternoon prices of June 25, 2026. The video was published on June 27, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and the Mi
2026-06-30
www.foxbusiness.com
2026-06-30
Fox Business
Invest Diva CEO Kiana Danial discusses her market predictions in the AI and space races on 'Making Money.'
Invest Diva CEO Kiana Danial provides market insights on Rocket Lab's acquisition of Iridium, emphasizing the strategic importance of spectrum and satellite networks. She also analyzes the performance of tech giants like Nvidia, calling it the "engine" of the A.I. economy, Micron as the "fue
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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