Semiconductor News & Analysis Feed
1285 articles
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
We tested both CPUs across gaming, rendering, encoding, efficiency, and pricing to see if the Ryzen 7 5800X3D can keep up with the newer Core i7-14700K with DDR4.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
John Ballard, The Motley Fool
Fri, June 26, 2026 at 4:45 AM PDT 2 min read
2330.TW
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Trading disclosure
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconduct
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconductor Manufacturing (
TSM
1.36%
). It produces chips for Nvidia, Apple, and other leading tech companies. It's a wide-moat business that provides broad exposure to the AI chip market with one stock, making it the smartest way to invest in AI infrastructu
2026-06-26
tomshardware.com
2026-06-26
Luke James
Microsoft has extended its free consumer Windows 10 Extended Security Updates (ESU) program by a year, pushing the cutoff for critical security patches to October 14th, 2027.
2026-06-26
www.photonics.com
2026-06-26
Photonics Spectra
www.photonics.com
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2026-06-26
www.outlookbusiness.com
2026-06-26
outlookbusiness.com
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The starting price of the MacBook Neo, Apple's latest laptop, has risen to $699 from $599. The MacBook Air is now priced at $1,299, up from $1,099. The entry-level 14-inch MacBook Pro has moved to $1,999 from $1,699
Apple has raised prices on its Mac and iPad lineup globally due to a shortage of memory chips and storage driven by AI d
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in...
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2026-06-26
digitimes.com
2026-06-26
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in a semiconductor ecosystem moving toward manufacturing scale.
2026-06-26
digitimes.com
2026-06-26
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in visual sensing, smart technology, silicon carbide, and gallium nitride.
2026-06-26
digitimes.com
2026-06-26
Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass and optical materials maker is looking to extend its AI exposure beyond data-center connectivity into advanced chip packaging.
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
www.basenor.com
2026-06-26
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Musk: Chip Shortage Is an Existential Threat to Tesla Production
BASENOR Team
16 min ago
Updated June 25, 2026
3 min read
Table of Contents
How Bad Is It?
The Terafab Response
What the Timeline Actually Looks Like
Why This Matters for Tesla Owners
Elon Musk isn't mincing words about the global chip and memory shortage. In comments circulated widely this week, he desc
2026-06-26
news.google.com
2026-06-26
Stock Titan
2026-06-26
news.google.com
2026-06-26
Stock Titan
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Texas Instruments (TXN) stock is trading at $312.98, reflecting a daily gain of 3.25%. The price is positioned above its key moving averages, highlighting notable strength relative to recent trend levels.
Guyasuta Investment Advisors Inc. has reduced its holdings in Texas Instruments by 19.9% during the first quarter, which may indicate portfolio rebalancing or a changed view on TXN, according to
2026-06-26
caliber.az
2026-06-26
Caliber.Az
Apple has increased prices for several iPad and MacBook models, citing a sharp rise in memory and storage chip costs fueled by the rapid expansion of artificial intelligence data centres, Reuters reports.
The price hikes, announced on June 25, do not affect the iPhone lineup but will impact a range of other consumer devices. Among the most notable changes is the MacBook Neo, Apple's entry-level l
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
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Tech stocks live: AI memory trade roars back after Micron earnings crush estimates
Daniel Howley · Technology Editor
Updated Thu, June 25, 2026 at 8:04 AM PDT 1 min read
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Micron's (MU) third quarter earnings on Wednesday delivered a powerful signal to AI trad
2026-06-25
tomshardware.com
2026-06-25
Etiido Uko
ASUS has released beta BIOS updates for several X870, B850, and X670 AM5 motherboards, restoring Transparent Secure Memory Encryption support for non-Pro Ryzen 9000 CPUs.
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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Micron Report Is Greatest in Recent ‘Memory’. Here’s How I’m Responding
Micron’s quarterly report could be among the best in the history of corporate America. But will we see a Hynix hiccup?
Stephen Guilfoyle·Jun 25, 2026, 10:50 AM EDT
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Unlo
2026-06-25
t2online.in
2026-06-25
t2ONLINE
Apple has raised prices across its Mac and iPad ranges as the company confirmed what chief executive Tim Cook had signalled a week earlier. iPhone pricing remained untouched for now.
Behind the move lies a global squeeze on DRAM and NAND chips, whose prices have quadrupled over the past year amid runaway demand from AI hyperscalers.
"The consumer electronics industry is facing an unprecedented c