Semiconductor News & Analysis Feed

1444 articles
2026-06-25
news.futunn.com 2026-06-25 富途牛牛
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2026-06-25
tomshardware.com 2026-06-25 Jowi Morales
Gamers and enthusiasts just can’t catch a break from the memory chip shortage.
2026-06-25
www.businesskorea.co.kr 2026-06-25 Businesskorea
Samsung held first place in global DRAM revenue share at 38% in Q1, while SK hynix fell to 29% Samsung Electronics' DDR5 DRAM. (Photo provided by Samsung Electronics) Samsung Electronics maintained its leading position in the DRAM market for two consecutive quarters. This is interpreted as the result of significantly increasing production capacity in response to the memory shortage triggered by b
2026-06-25
www.businessinsider.com 2026-06-25 Business Insider
For the first time, the company became the top vendor by revenue in data center Ethernet switches — the networking gear that helps connect AI chips inside data centers, according to market research firm IDC. This market is growing fast because cloud giants and other large businesses are pouring hundreds of billions into building out AI data centers. IDC research vice president Paul Nicholson call
2026-06-25
www.ft.com 2026-06-25 Financial Times
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2026-06-25
today.westlaw.com 2026-06-25 Westlaw Today
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2026-06-25
www.gurufocus.com 2026-06-25 GuruFocus
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2026-06-25
www.bizjournals.com 2026-06-25 The Business Journals
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2026-06-25
www.insidermonkey.com 2026-06-25 Insider Monkey
News Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports Published on June 24, 2026 at 11:59 pm by Vardah Gill in News Share QUALCOMM Incorporated (NASDAQ: QCOM ) is included among the 1 0 Reliable Dividend Stocks to Buy for Long-Term Investors . On June 24, Reuters reported that QUALCOMM Incorporated (NASDAQ:QCOM) is in talks to provide chip-design services to China’s Byt
2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports Vardah Gill Wed, June 24, 2026 at 8:59 PM PDT 2 min read QCOM +3.84% Trade QCOM on Coinbase Trading disclosure QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors. Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports On June 24, Re
2026-06-25
www.businessinsider.com 2026-06-25 Business Insider
South Korea's benchmark Kospi index surged over 5% in early trading on Thursday, extending a rebound after a tech-driven selloff rattled markets around the world earlier this week. The rally was led by heavyweight chipmakers Samsung Electronics and SK Hynix, as investors returned to battered semiconductor stocks after two days of volatility. Samsung Electronics shares gained over 6%, while SK Hy
2026-06-25
www.moomoo.com 2026-06-25 Moomoo
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2026-06-25
digitimes.com 2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com 2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com 2026-06-25
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.
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.
2026-06-25
digitimes.com 2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-25
digitimes.com 2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
2026-06-25
digitimes.com 2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
news.futunn.com 2026-06-25 富途牛牛
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