Semiconductor News & Analysis Feed
128 articles
2026-06-25
www.syracuse.com
2026-06-25
Syracuse.com
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2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
SK Hynix slows HBM4 production to boost DRAM profits
The world's leading HBM supplier is pumping the brakes on next-gen memory chips to chase fatter margins in conventional DRAM
2026-06-23
www.thelec.net
2026-06-23
thelec.net
Du-ho Kim, CEO of Qualitas Semiconductor. (Photo: THE ELEC)
Qualitas Semiconductor is anticipating a turnaround into profitability next year. The company stands ready to capitalize on new growth engines, including large-scale national R&D projects worth hundreds of billions of won, Compute Express Link (CXL), and silicon photonics.
In an interview with THE ELEC last month, Du-ho Kim, CEO of Qual
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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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
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
cryptobriefing.com
2026-06-22
Crypto Briefing
Micron earnings report set for June 24, profit growth near 1,000%
The memory chipmaker's AI-fueled surge has pushed its market cap past $1 trillion, and Wall Street expects the blowout numbers to keep
2026-06-21
cryptobriefing.com
2026-06-21
Crypto Briefing
Micron Technology’s earnings report expected to show 1,000% profit growth
AI memory demand is turning Micron into a profit machine, with analysts forecasting adjusted EPS near $20 for the upcoming fis
2026-06-21
www.marketwatch.com
2026-06-21
MarketWatch
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2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
3 US AI Stocks With Profit Margins And Earnings Growth
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI is no longer just a story about experiments and cash burn; it is increasingly about companies that turn heavy AI investment into real earnings. With inflation, rates, and energy prices all in focus, many investors are looking
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Is Lattice Semiconductor (LSCC) Balancing Low‑Power AI Ambitions With Its Valuation And Profitability Pressures?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Lattice Semiconductor outlined its participation at the past FPGA Conference Europe, showcasing low-power FPGA advances in physical AI, advanced connectivity, security, an
2026-06-20
fourweekmba.com
2026-06-20
FourWeekMBA
AI Memory Profit Supercycle: HBM Operating Income to Hit $94.5 Billion by 2029
AI News / By Gennaro Cuofano / June 20, 2026
AI chatbots like ChatGPT and Claude triggered a scramble for high-bandwidth memory (HBM). The result: a profit supercycle that will take memory chip makers from $42 billion to $94.5 billion in operating income by 2029. The substrate layer of the AI economy is printing money.
2026-06-18
www.wsj.com
2026-06-18
WSJ
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2026-06-18
www.ndtvprofit.com
2026-06-18
NDTV Profit
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Is Applied Materials (AMAT) One of the Most Profitable American Stocks to Buy in 2026?
Sultan Khalid
Wed, June 17, 2026 at 6:13 PM PDT 3 min read
AMAT
+4.35%
Trade AMAT on Coinbase
Trading disclosure
With a net profit margin of 29.31%, Applied Materials, Inc. (NASDAQ:AMAT) is included among the 12 Most Profitable American Stocks to Buy in 2026.
Is Applied Materials (AMAT) One of the Most Profita