Semiconductor News & Analysis Feed
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2026-06-28
en.vietnamplus.vn
2026-06-28
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Hanoi (VNA) – Thailand has proposed an ASEAN CHIPS Act to promote a unified regional semiconductor ecosystem, aiming to strengthen ASEAN's competitiveness in the global chip industry.
The proposal was presented by Thai Deputy Prime Minister and Minister of Higher Education, Science, Research and Innovation Prof. Dr. Yotchanan Wongsawat at the 22nd ASEAN Ministeri
2026-06-28
www.msn.com
2026-06-28
MSN
Apple has reportedly lobbied the Trump administration for permission to buy memory chips from a Chinese manufacturer blacklisted by the Pentagon, as the AI boom continues to squeeze global semiconductor supplies.
The iPhone maker has approached US officials seeking reassurance over sourcing memory chips from ChangXin Memory Technologies (CXMT), according to the Financial Times, after soaring memo
2026-06-28
simplywall.st
2026-06-28
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix Stock In Focus As Memory Shortage Lifts Chip Makers
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The global memory shortage is reshaping the semiconductor sector, lifting some stocks tied to memory chip supply while putting intense pressure on electronics brands that rely on those components. As Apple and Microsoft raise device prices t
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
NVIDIA (NVDA) Announces the NVIDIA Vera Rubin Platform
Noor Ul Ain Rehman
June 27, 2026 2 min read
NVDA
+0.37%
SAAQ.PVT
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringin
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Applied Materials (AMAT) Introduces Suite of New Chipmaking Systems
Noor Ul Ain Rehman
June 27, 2026 2 min read
AMAT
-1.70%
EL.PA
+0.23%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the safe stocks for beginners to buy in 2026. Applied Materials, Inc. (NASDAQ:AMAT) announced on June 25 the introduction of a suite of new chipmaking systems to build the
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.letemsvetemapplem.eu
2026-06-28
Letem světem Applem
Spello ForceBoost Display GaN 65W Wall Charger SA65 Review – When you want to know exactly how you're charging
REVIEW Jiří Filip 28. 6. 2026
I admit that over the past few years I have used dozens of different chargers. Some were extremely powerful, others compact, but few managed to combine both. That is exactly what the Spello ForceBoost Display GaN 65W Wall Charger SA65 tries to do. At first
2026-06-28
news.google.com
2026-06-28
Benzinga
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Bank of America Just Gave Applied Materials Stock a New Street-High Price Target
Aanchal Sugandh
June 27, 2026 5 min read
BAC
+1.99%
AMAT
-1.70%
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Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) has found itself in Wall Street's sweet spot after Bank of America Corporation turned even more bullish on the semi
2026-06-28
unn.ua
2026-06-28
Українські Національні Новини (УНН)
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Apple and Microsoft have raised prices on iPad, Mac and Xbox due to the global memory chip shortage. Micron's CEO stated that improvement in the situation is possible no earlier than 2028.
Apple and Microsoft have raised prices on a number of popular devices,
2026-06-27
tomshardware.com
2026-06-27
Hassam Nasir
A new precedent on the precipice?
2026-06-27
www.aol.com
2026-06-27
AOL.com
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
RICH DUPREY
Sat, June 27, 2026 at 9:27 PM GMT+8
0
Quick Read
AAPL's push to source chips from blacklisted CXMT poses little threat to MU, as CXMT produces only commodity DRAM, not HBM.
Apple's aggressive price negotiations during the last memory downturn discouraged supplier investment, directly contributing to the
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
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The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of the biggest bottlenecks for AI infrastructure.
That shortage has helped lift Micron Technology (NASDAQ:MU | MU Price Prediction), Samsung Electronics, and SK hynix to record profi
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
Rich Duprey
June 27, 2026 5 min read
MU
+0.94%
AAPL
+1.31%
005930.KS
+2.75%
000660.KS
-3.38%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AAPL's push to source chips from blacklisted CXMT poses little threat to MU, as CXMT produces only commodity DRAM, not HBM.
Apple's aggressive price negotiations durin
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Faces Narratives Test As Net Margin Hits 55.9% In Q3
June 27, 2026
Simply Wall St
Micron Technology (MU) has reported very large numbers in its latest Q3 2026 report, with revenue at about US$41.5 billion, basic EPS of US$25.04, and net income of roughly US$28.2 billion. Trailing 12‑month figures show revenue of about US$90.3 b
2026-06-27
www.cnbc.com
2026-06-27
CNBC
Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections.
Then came the memory crunch, which has driven up the cost to produce practically every electronic device on
2026-06-27
pluang.com
2026-06-27
Pluang
Intel faces risk of valuation drop as AI infrastructure may outpace demand, especially in its foundry segment.
Intel's stock has risen 40%, but risks remain as AI infrastructure efficiency could surpass monetized demand, potentially compressing semiconductor valuations. The company's foundry segment is particularly vulnerable, with minimal external revenue an...
Analyst Insights
Bearish
·
7 hour
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:KLIC
Kulicke And Soffa Industries (KLIC) Following Advanced Packaging Demand Is The Rally Already Priced In
June 27, 2026
Simply Wall St
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Advanced packaging demand puts Kulicke and Soffa Industries (KLIC) in focus
Kulicke and Soffa Industries (KLIC) is drawing fresh investor attention as strong demand for its Thermo Compression Bo
2026-06-27
tomshardware.com
2026-06-27
Mark Tyson
Enthusiast demos Microsoft’s newest OS running 'completely stable' on a Core 2 Quad Q6600, using a DDR1 motherboard, supported by an ATi Radeon HD 4650 AGP graphics card.
2026-06-27
www.cityam.com
2026-06-27
City AM
Apple has reportedly lobbied the Trump administration for permission to buy memory chips from a Chinese manufacturer blacklisted by the Pentagon, as the AI boom continues to squeeze global semiconductor supplies.
The iPhone maker has approached US officials seeking reassurance over sourcing memory chips from ChangXin Memory Technologies (CXMT), according to the Financial Times, after soaring memo