Semiconductor News & Analysis Feed
153 articles
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-07-01
idahobusinessreview.com
2026-07-01
Idaho Business Review
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2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
2026-06-29
www.barrons.com
2026-06-29
Barron's
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2026-06-27
centralcurrent.org
2026-06-27
Central Current
Micron and town of Clay officials have agreed to a host community agreement that would require Micron to pay the town $30 million instead of the building permit fees it would have spent to build its first chip fabrication plant, town officials said Thursday night.
Building the first fab would have cost Micron $62 million in building permit fees, town officials said.
Town officials made the agr
2026-06-26
aimagazine.com
2026-06-26
AI Magazine
Memory chips have historically been treated as basic commodities, allowing electronics companies to easily switch suppliers.
This forces prices down, trapping the industry in an extreme boom-bust cycle that previous long-term contracts failed to fix.
Even with the current AI boom, these new agreements only hold if demand remains real, as any slowdown or market doubt will likely send buyers rus
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Fairvoy Private Wealth LLC Acquires New Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fairvoy Private Wealth LLC opened a new position in Synopsys during the first quarter, buying 3,048 shares worth about $1.21 million.
Several large institutional investors also adjusted their stakes, with Vanguard, State Street, Morgan Stanley, a
2026-06-26
wccftech.com
2026-06-26
Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs.
CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In
2026-06-26
digitimes.com
2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com
2026-06-26
Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by February 2027, ahead of rival capacity expansion timelines. The site's first fabrication facility will break from conventional flat-floor layouts, stacking production floors three levels high in a pioneering triple-deck fab design.
2026-06-26
wmbdradio.com
2026-06-26
1470 & 100.3 WMBD
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts.
Mi
2026-06-26
www.spokesman.com
2026-06-26
The Spokesman-Review
NEWS
NATIONAL BUSINESS
Micron joins rivals pitching AI deals as cure for memory’s boom-bust cycle
June 25, 2026 Updated Thu., June 25, 2026 at 12:28 p.m.
1 of 2
The Micron logo in this illustration taken June 11, 2026. (Dado Ruvic/Reuters)
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By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Reuters
Memory chipmakers have for decades been trapped in boom-bust cycles, with cap