Semiconductor News & Analysis Feed
1445 articles
2026-06-24
tomshardware.com
2026-06-24
Luke James
SK hynix filed a securities registration statement on Wednesday to raise up to 45.45 trillion won through an American depositary receipt listing on Nasdaq.
2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
news.google.com
2026-06-24
Business Wire
2026-06-24
www.businesstimes.com.sg
2026-06-24
The Business Times
Qualcomm in talks to provide custom chip-design services to ByteDance: sources
The negotiations show US tech companies are keen to do business with China, even with growing friction over AI chips
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Published Wed, Jun 24, 2026 · 07:36 PM
Qualcomm is the world’s largest supplier of smartphone modem chips, which manage cellular communications. PHOTO: REU
2026-06-24
tomshardware.com
2026-06-24
Luke James
Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Will Amazon's AI Chip Business Be a Threat to Nvidia?
Prosper Junior Bakiny, The Motley Fool
Wed, June 24, 2026 at 2:50 AM PDT 4 min read
AMZN
+2.49%
NVDA
-0.17%
Explore stocks on Coinbase
Trading disclosure
According to reports, Amazon (NASDAQ: AMZN) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chip
2026-06-24
www.trefis.com
2026-06-24
Trefis
Micron Stock Is Cooling Off, But Its Business Is Running Hot
June 24th, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
The memory chip maker’s shares have pulled back, but its history of rewarding dip-buyers is hard to ignore.
Micron Technology (MU) finds itself in an enviable position. Management sees the company as one of the biggest beneficiaries of the AI bo
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
According to reports, Amazon (
AMZN
+2.80%
) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chips for the benefit of its cloud computing clients. This shouldn't come as a surprise: Amazon's CEO, Andy Jassy, had already said that the company could be moving in that direction. However, one potential loser
2026-06-24
www.electronicsforyou.biz
2026-06-24
Electronics For You BUSINESS
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Micron (
MU
0.02%
) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory chips.
As a result, memory stocks have soared across the board, with Micron gaining 767% in a year. The stock even topped $1 trillion in market cap along the way, as have the two other South Korean memory giants, SK Hynix and Samsung.
The memory chip mark
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Will Micron Soar on Wednesday? Watch These 3 Things When It Reports Earnings
Jeremy Bowman, The Motley Fool
Tue, June 23, 2026 at 8:20 PM PDT 5 min read
MU
-0.39%
NVDA
+0.06%
000660.KS
+0.98%
005930.KS
+9.84%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory c
2026-06-24
www.upi.com
2026-06-24
upi.com
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2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics' System LSI division is pressing its mobile business to expand adoption of the in-house Exynos 2700 processor beyond the standard Galaxy S27 and S27 Plus models and into the premium Galaxy S27 Ultra and Galaxy Z Fold 8, according to The Bell.
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
www.investors.com
2026-06-24
Investor's Business Daily
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2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
Polymarket prices 96% chance Micron beats earnings Wednesday
Prediction market bettors are nearly unanimous on Micron clearing the bar, but the real story is what comes after the number drops