Semiconductor News & Analysis Feed
4365 articles
2026-06-26
tomshardware.com
2026-06-26
Luke James
Apple will release a base M6 chip for entry-level Macs this year but skip the Pro and Max versions of that generation, jumping instead to an accelerated M7 family.
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
www.weex.com
2026-06-26
WEEX
The AI memory crisis—driven by shortages in high-bandwidth memory (HBM) for data centers and premium mobile DRAM like LPDDR5X—has flipped the usual smartphone playbook. This article explains how tightening supply impacts Apple Stock versus Samsung, why memory pricing matters to margins, how AI phones and PCs change bill-of-materials (BOM) math, and what scenarios could play out through 2027. You’l
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Unveils AI Chip Tools For 3D Memory And Packaging
June 26, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Applied Materials (NasdaqGS:AMAT) has introduced a new suite of chipmaking systems focused on advanced 3D chip architectures for AI.
The platforms target high bandwidth memory, 3D DRAM structures, advanced packaging, and pro
2026-06-26
www.kvue.com
2026-06-26
KVUE
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2026-06-26
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2026-06-26
The New York Times
2026-06-26
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2026-06-26
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Apple, Microsoft blame chip shortage for price hikes on electronic products
Apple and Microsoft announced they're hiking prices for some electronic products, including computers and XBOX consoles, citing a shortage of memory chips. C
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
June 26, 2026
Simply Wall St
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This acquisition is part of onsemi's strategic initiative to enhance its capabilities by integra
2026-06-26
www.msn.com
2026-06-26
MSN
Tech giants raise prices: Apple and Microsoft announced significant price hikes for Macs, iPads, and Xbox consoles, citing soaring memory costs linked to AI demand.
AI drives chip shortage: Major memory producers are shifting supply to AI data centres, creating shortages and pushing up costs for consumer electronics manufacturers.
Long road to relief: Micron expects shortages to last through 202
2026-06-26
www.msn.com
2026-06-26
MSN
Major tech hikes: Apple and Microsoft have raised prices on Macs, iPads, and Xbox consoles, blaming soaring memory costs driven by AI data centre demand.
Supply squeeze impact: Chipmakers are prioritizing AI orders, causing DRAM prices to surge up to 98% this year and leaving less supply for consumer devices.
Prolonged shortage: Micron expects tight memory supply until at least 2027, suggesting
2026-06-26
www.msn.com
2026-06-26
MSN
Who’s raising prices?: Apple and Microsoft are hiking prices on iPads, MacBooks, and Xbox consoles due to surging memory and storage chip costs.
Why now?: AI data centres are consuming most of the global memory supply, leaving less for consumer electronics and pushing prices higher.
How long will it last?: Micron expects shortages to persist beyond 2027, meaning continued supply pressure and pot
2026-06-26
simplywall.st
2026-06-26
simplywall.st
Germany/Semiconductors/XTRA:IFX
Is Infineon Technologies (XTRA:IFX) Fully Valued On China’s GaN Sales Ban?
June 26, 2026
Simply Wall St
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Infineon Technologies (XTRA:IFX) is back in focus after China’s Supreme People’s Court upheld an injunction on its Gallium Nitride products. This ruling blocks related sales in mainland China and closes a long running patent dispute with Innoscien
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
indianexpress.com
2026-06-26
The Indian Express
Asian Stock Market Crash Explained: Asian stock markets tanked as much as 6% on Friday (June 26) as Apple’s move to jack up prices of some of its product lines by as much as 20%, and the South Korean government’s proposal to tax unrealised gains on equities, weighed on sentiment for AI and chip-related stocks.
South Korea’s Kospi index ended 5.8% lower on Friday, briefly triggering the 8% lower c
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
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2026-06-26
techeconomy.ng
2026-06-26
Techeconomy
Apple has increased the prices of several iPad, MacBook and smart home products after a surge in memory chip costs, saying it can no longer absorb the impact of an industry-wide supply squeeze driven by growing investment in AI data centres.
The price changes do not affect the iPhone, but they push the entry-level MacBook Neo to $699 from its launch price of $599. Apple said skyrocketing memory a
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
NVDA
-1.59%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O