Semiconductor News & Analysis Feed
1444 articles
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-26
digitimes.com
2026-06-26
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in visual sensing, smart technology, silicon carbide, and gallium nitride.
2026-06-26
digitimes.com
2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
www.bizjournals.com
2026-06-26
The Business Journals
www.bizjournals.com
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2026-06-26
digitimes.com
2026-06-26
Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaperreported.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by February 2027, ahead of rival capacity expansion timelines. The site's first fabrication facility will break from conventional flat-floor layouts, stacking production floors three levels high in a pioneering triple-deck fab design.
2026-06-26
digitimes.com
2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
FOX Business host Charles Payne discusses the technology company's performance on 'Making Money.'
Charles Payne and Ivana Delevska, Spear Invest CIO, dissect Micron Technology's Q3 FY26 earnings report, highlighting significant beats across all metrics. They emphasize the role of strategic customer agreements in ensuring stable, long-term memory supply for AI, data centers, mobile, and automotive
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
President of Sarge986 LLC Stephen Guilfoyle discusses Micron's earnings outlook and his strategy for holding the stock on 'Making Money.'
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
It's a volatile day on Wall Street after a short-lived tech rally soured and abruptly reversed course.
Micron's stellar earnings report boosted the stock by nearly 20% and reignited the AI trade, helping the Nasdaq 100 jump 2% at Thursday's opening bell.
But it wasn't to last. Just a half an hour into regular trading, the tech-heavy Nasdaq's gains reversed, dragged lower by Apple stock, which dr
2026-06-25
www.thehindubusinessline.com
2026-06-25
BusinessLine
Prices of Apple Inc products in India will rise by a minimum of 15-20 per cent as the company confirms cost revision in face of global memory chip shortage.
Flagging “an unprecedented challenge” in the consumer electronics industry, an Apple spokesperson said there is a sharp spike in memory and storage demand due to the rapid expansion of AI data centres.
“We have shielded our customers from th
2026-06-25
us.cnn.com
2026-06-25
CNN
A number of Apple products, including the MacBook Neo, got price increases Thursday. Adam Gray/Bloomberg/Getty Images
New York —
Apple has hiked prices on some of its most popular products, including the MacBook and iPad, because of the rising costs of memory and storage chips sparked by the AI boom.
Beginning immediately, the price increases affect the Neo, its entry level MacBook that’s now
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
bits-chips.com
2026-06-25
Bits&Chips
Headline
Japanese researcher proposes simpler high-NA EUV optics design
25 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
A researcher at the Okinawa Institute of Science and Technology (OIST) has proposed a new optical architecture for high-NA EUV lithography. The approach replaces today’s highly complex optical layouts with a simpler in-line configuration that uses carefu
2026-06-25
tomshardware.com
2026-06-25
Luke James
Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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