Semiconductor News & Analysis Feed
4397 articles
2026-06-23
qz.com
2026-06-23
qz.com
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Micron $MU -13.18% Technology announced a strategic agreement with Anthropic on Monday that includes a memory and storage supply deal, a technical collaboration on AI infrastructure design, and a
2026-06-23
simplywall.st
2026-06-23
simplywall.st
Germany/Semiconductors/XTRA:IFX
Is Infineon (XTRA:IFX) Rethinking Its Power Semiconductor Strategy After China’s GaN Sales Ban?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In June 2026, China’s Supreme People’s Court upheld a final sales injunction against Infineon Technologies’ Gallium Nitride (GaN) products in mainland China, confirming earlier findings that they infringed two of In
2026-06-23
thequantuminsider.com
2026-06-23
The Quantum Insider
PRESS RELEASE — Zapata Quantum (OTCQB: ZPTA) (“Zapata” or the “Company”) today announced it is applying agentic AI to accelerate quantum algorithm development by automating quantum resource estimation (“QRE”) workflows, in collaboration with NVIDIA. The effort initially targets applications in quantum chemistry, including drug discovery, energy, and advanced materials development.
“We believe tha
2026-06-23
www.trefis.com
2026-06-23
Trefis
Everyone Is Watching Applied Materials Stock's AI Boom. The Real Story Is in the Supply Chain.
The company is forecasting massive growth, but management has gone quiet on the one operational issue that's still deciding how fast they can actually run.
With its stock hitting all-time highs and soaring over 273.1% in the past year, Applied Materials (AMAT) seems to be the perfect story for the AI e
2026-06-23
tomshardware.com
2026-06-23
Jowi Morales
Adding Nvidia and dual-boot support will certainly make SteamOS a much more appealing solution for gamers who don’t want multiple hardware or only have a single device for both work and play.
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:FORM
Should Analyst Upgrades Tied to AI and HBM Testing Require Action From FormFactor (FORM) Investors?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent weeks, FormFactor has attracted a series of analyst upgrades that emphasize its role in testing technologies tied to artificial intelligence and high bandwidth memory.
This r
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock After 48% Gain And Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether QUALCOMM at around US$221.90 is priced for opportunity or already reflecting high expectations, the valuation picture is the place to start.
The stock has gained 48.0% over the past year an
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
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2026-06-23
tomshardware.com
2026-06-23
Bruno Ferreira
LG's large OLED panels get Intertek certification for "perfect" color and brightness, showing a clear picture even with extreme ambient light.
2026-06-23
stocktwits.com
2026-06-23
Stocktwits
stocktwits.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback · Stocktwits
Yuvraj Malik
Tue, June 23, 2026 at 2:15 AM PDT 2 min read
MU
-13.18%
000660.KS
+0.98%
005930.KS
+9.84%
SNDK
-13.64%
STX
-5.07%
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2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Micron invests in Anthropic and supplies memory for AI infrastructure
MELS DEES
Jun 23, 2026, 5:06 PM GMT+8
Micron Technology and Anthropic have announced a strategic partnership focused on AI infrastructure. The chipmaker will supply memory and storage technology for the systems on which Anthropic develops and deploys its AI models. In addition, Micron is participating in th
2026-06-23
www.autocarpro.in
2026-06-23
Autocar Professional
Infineon, AWS Launch Cloud Platform for MCU Evaluation
Infineon and AWS have jointly launched a new cloud-based platform for virtual evaluation of automotive microcontrollers, cutting evaluation cycles from weeks to minutes, with select Infineon customers gaining access from the third quarter of 2026.
By Sarthak Mahajan 23 Jun 2026 247 Views
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Infineon Technologies AG (FSE: IFX / OTCQX:
2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
simplywall.st
2026-06-23
simplywall.st
Japan/Semiconductors/TSE:6963
Is ROHM (TSE:6963) Quietly Repositioning Its Power Device Portfolio Around 48V and SiC Leadership?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in June 2026, ROHM Semiconductor launched its AG16xFNxx Series of 80V power MOSFETs for 48V automotive power systems, featuring compact HPLF5060 and DFN3333 packages, enhanced heat dissipation, and AEC-Q101
2026-06-23
www.newelectronics.co.uk
2026-06-23
New Electronics
www.newelectronics.co.uk
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2026-06-23
www.msn.com
2026-06-23
MSN
What’s changing: Tim Cook says Apple can no longer absorb soaring memory costs and will raise device prices, potentially within weeks.
Why it matters: A global chip shortage, fuelled by AI data centre demand, has quadrupled DRAM and NAND prices, pressuring margins across the tech industry.
Who’s affected: Analysts expect price hikes for current iPhones, Macs, and iPads, with the iPhone 18 Pro po
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Discusses Qualcomm (QCOM) As A Value AI Play
Ramish Cheema
Mon, June 22, 2026 at 11:55 PM PDT 2 min read
QCOM
-8.01%
Trade QCOM on Coinbase
Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the stocks discussed by Jim Cramer.
QUALCOMM Inc. (NASDAQ:QCOM) is one of the largest sem
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
The Bull Case For Camtek (CAMT) Could Change Following New ESOP Shelf And AI Investor Spotlight
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Camtek Ltd. filed a US$182.24 million shelf registration for 1,000,000 common shares in an ESOP-related offering, while institutional investor letters from Wasatch Glob