Semiconductor News & Analysis Feed
4417 articles
2026-06-22
www.msn.com
2026-06-22
MSN
Confirmed price hikes: Tim Cook says rising memory costs make Apple product price increases 'unavoidable,' ending months of shielding customers.
Big iPhone jump: Analysts see iPhone 18 Pro starting at $1,299–$1,399, up $200–$300, with Ultra model potentially near $2,000.
AI-driven shortage: Global DRAM and NAND supplies are strained by AI data centers, pushing up costs and impacting the entire s
2026-06-22
www.msn.com
2026-06-22
MSN
Cook confirms hikes: Tim Cook says price increases are 'unavoidable' as memory costs soar, ending Apple’s ability to shield consumers.
iPhone 18 Pro impact: Analysts project a $1,299–$1,399 starting price for the iPhone 18 Pro, up to $300 more than the iPhone 17 Pro.
Industry-wide pressure: AI-driven demand for memory chips could raise global smartphone prices by up to 20%, hitting low-end devic
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
__fail__
2026-06-22
www.weex.com
2026-06-22
WEEX
NVIDIA executed a 10-for-1 stock split that took effect after the close on June 7, 2024, with shares trading on a split-adjusted basis from June 10, 2024. The mechanics were simple: the pre-split price of roughly $1,208 was divided by ten, so NVDA opened the next session near $120 per share, while every holder ended up with ten times as many shares. The total value of a position did not change on
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Memory-chip shortage drives up consumer prices as AI devours supply meant for your devices
Apple raises MacBook prices by up to $400 as data centers consume an ever-growing share of global memory prod
2026-06-22
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-22
digitimes.com
2026-06-22
Taiwan's investment office, InvesTaiwan, under the Ministry of Economic Affairs, has approved expanded Taiwan investment plans from four companies, led by MSScorps, which will invest NT$1.5 billion (US$47.4 million) and is filing for the third time. The company plans to add production lines and adopt AI technology at its Hsinchu, Tai Yuen Hi-Tech Industrial Park, and Southern Taiwan Science Park (
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
digitimes.com
2026-06-22
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing initial public offerings (IPOs) to fund future capacity growth and technology upgrades. South Korean industry players are paying particularly close attention to YMTC, which focuses on NAND Flash and is closing in
2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
digitimes.com
2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-22
news.google.com
2026-06-22
Harnesslink
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Software/NasdaqGS:SNPS
How Investors Are Reacting To Synopsys (SNPS) Turning Ansys Deal Into Multiphysics Fusion Offerings
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Synopsys has rolled out its first Multiphysics Fusion solutions integrating Ansys technology and was selected by GRU Space and Thea Energy, while Murata announced a collabora
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
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June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
QUICK SUMMARY
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo