Semiconductor News & Analysis Feed
305 articles
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-22
digitimes.com
2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally
Simply Wall St
Fri, June 19, 2026 at 8:14 AM PDT 3 min read
QCOM
-1.86%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
QUALCOMM (QCOM) is back in focus after a recent stretch of strong share
2026-06-19
www.theinvestor.co.kr
2026-06-19
theinvestor.co.kr
An electronic board at Hana Bank's dealing room in Seoul shows the Kospi index reaching 9,318.1 points on Friday morning. (Yonhap)
SK hynix briefly became the second South Korean company after Samsung Electronics to surpass a market capitalization of 2,000 trillion won ($1.31 trillion) on Friday. A semiconductor-led rally pushed the benchmark Kospi to a fresh intraday record before a broad market
2026-06-19
news.google.com
2026-06-19
AD HOC NEWS
2026-06-19
www.idnfinancials.com
2026-06-19
IDNFinancials.com
US suspects ASML machine may have reached China despite export ban
Zetta Hannany, Dhika Priambodo
June 19, 2026 2:20 PM
WhatsApp Channel
Washington suspects an ASML EUV machine has entered China, but the Dutch company denies it.
WASHINGTON – United States Commerce Secretary Howard Lutnick has told ASML that Washington is concerned one of the company’s most advanced chip-making machines may have
2026-06-19
www.koreaherald.com
2026-06-19
The Korea Herald
An electronic board at Hana Bank's dealing room in Seoul shows the Kospi index reaching 9,318.1 points on Friday morning. (Yonhap)
SK hynix briefly became the second South Korean company after Samsung Electronics to surpass a market capitalization of 2,000 trillion won ($1.31 trillion) on Friday. A semiconductor-led rally pushed the benchmark Kospi to a fresh intraday record before a broad market
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
South Korea’s KOSPI Tops 9,000 but Samsung and SK Hynix Did the Work
Darryn Pollock
Thu, June 18, 2026 at 6:52 PM PDT 2 min read
005930.KS
-0.14%
000660.KS
+5.61%
NVDA
-0.97%
032830.KS
-9.36%
402340.KS
+10.67%
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Trading disclosure
South Korea's KOSPI closed at a record 9,063.84 on June 18, crossing 9,000 for the first time in history. The index gained 2.25% on the day. Just
2026-06-18
tomshardware.com
2026-06-18
Mark Tyson
An enterprising young man aims to catch up with the collective wealth of Elon Musk, and his first money spinner is a portable NFT minting gadget.
2026-06-18
www.theregister.com
2026-06-18
The Register
SYSTEMS
Uncle Sam bets $500M that Alphabet spinoff's AI can dig up new semiconductor materials
AI drug discovery is so last year, even though it hasn't accomplished much yet
Brandon Vigliarolo
2
Published Wed 17 Jun 2026 // 17:05 UTC
In order to move more semiconductor manufacturing onshore, the US needs to depend less on foreign-sourced materials. Now, the government is giving an Alphabet spi
2026-06-16
www.digitimes.com
2026-06-16
digitimes
Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible for running deployed models and generating revenue.
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2026-06-16
digitimes.com
2026-06-16
Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible for running deployed models and generating revenue.
2026-06-16
www.frontier-enterprise.com
2026-06-16
Frontier Enterprise
Frontier TechAI & MLNews
Foxconn, Taiwan hospitals tap NVIDIA for agentic and physical AI
By Staff Writer -
June 16, 2026
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Foxconn and Taiwan’s leading medical centers are deploying NVIDIA-powered special agent workforces to scale the region’s transition to AI‑driven health systems.
Agentic AI represents a new hospital operating system that is adaptive, orchestrated and built to scale clin
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
__fail__
2026-06-15
news.futunn.com
2026-06-15
富途牛牛
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2026-06-15
www.nature.com
2026-06-15
Nature
Article
Open access
Published: 15 June 2026
Excitonic spin torque in a magnetic semiconductor
Nicholas J. Brennan, Jiacheng Tang, Jalil Varela-Manjarres, Chang Chang, Daniel G. Chica, Xiaoyang Zhu, Xavier Roy, Branislav K. Nikolić, Yafei Ren & Youn Jue Bae
Nature Materials (2026) Cite this article
Abstract
Excitons are electronic excitations in semiconductors that mediate the interaction betwe
2026-06-15
eetimes.com
2026-06-15
Imec says advanced lithography and semiconductor integration techniques may help scale silicon spin qubits toward manufacturable quantum systems.
2026-06-15
www.ebc.com
2026-06-15
EBC Financial Group
NVIDIA remains the stronger default AI chip entry after the pullbacks, as its growth has already been demonstrated in earnings. AMD offers the bigger catch-up trade only if accelerator adoption expands faster than the market has already priced in.
NVIDIA’s $75.2 billion Data Centre quarter gives it a stronger earnings-backed AI thesis, with AI infrastructure revenue already visible at scale.
AMD
2026-06-15
news.google.com
2026-06-15
The Motley Fool
2026-06-14
www.thelec.net
2026-06-14
thelec.net
I was recently shocked while trying to replace my laptop. High-end models that cost around the upper-1 million won range last year are now well above 3 million won. Prices have effectively doubled or tripled in just one year.
It is not only laptops. Prices of electronics containing large amounts of semiconductors have risen across the board. The shortage of semiconductors triggered by the artific