Semiconductor News & Analysis Feed
926 articles
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:AMKR
Amkor Technology (AMKR) And TSMC Deal Put Fair Value Back In Focus
June 27, 2026
Simply Wall St
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Taiwan Semiconductor Manufacturing Company’s new 10 year agreement with Amkor Technology (AMKR) to expand advanced packaging in Arizona has refocused attention on how the stock fits into the U.S. semiconductor supply chain story.
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2026-06-27
digitimes.com
2026-06-27
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could have a lifecycle of only about two years.
2026-06-27
news.google.com
2026-06-27
Trefis
2026-06-27
www.ept.ca
2026-06-27
Electronic Products & Technology
onsemi has announced its acquisition of Synaptics Incorporated in an all-stock deal valued at approximately $7 billion, reflecting a 19% premium based on recent trading prices. The agreement involves a fixed exchange ratio of 1.350 shares of onsemi stock for each Synaptics share.
This acquisition is significant as it positions onsemi to capitalize on the growing demand for intelligent systems acr
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Zacks
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Can ASE Technology Benefit From Expanding AI Infrastructure?
Can ASE Technology Benefit From Expanding AI Infrastructure?
3 min read
3711
+3.24%
ASE Technology Holding Co., Ltd. ASX is emerging as a key beneficiary of the global artificial intelligence (AI) infrastructure buildout. As demand for AI accelerators, high-bandwidth memory and advanced chip packaging grows, the company i
2026-06-26
www.storagenewsletter.com
2026-06-26
StorageNewsletter
Micron Technology: Fiscal 3Q26 Financial Results
Generating $41.6 billion, up 74.3% QoQ and up 347.3% YoY
This is a Press Release edited by StorageNewsletter.com on June 26, 2026 at 2:01 pm
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Fiscal Q3 2026 highlights:
Revenue of $41.46 billion versus $23.86 billion for the prior quarter and $9.30 billion for the same period last year
GAAP net income of $28.24 billion, or $2
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
Charles Payne and Ivana Delevska, Spear Invest Founder and CIO, compare Micron Technology and NVIDIA's valuations.
Ivana Delevska, Spear Invest Founder and CIO, joins Charles Payne to compare Micron Technology and NVIDIA's valuations. Despite Micron's guided revenue exceeding NVIDIA's and having significantly higher earnings power than NVIDIA's Q3 FY2025 profit, Micron's market cap remains substa
2026-06-26
tomshardware.com
2026-06-26
Anton Shilov
IBM's new 0.7nm-class fabrication process uses nanostack transistors, requires 2x more FEOL steps for massive improvements in performance, power, and area.
2026-06-26
www.tomshardware.com
2026-06-26
Tom's Hardware
Tech Industry Manufacturing Semiconductors
IBM goes sub-1nm, develops 0.7nm-class technology — offering up to 50% higher performance and 70% higher energy efficiency compared to IBM's 2nm-class node
News
By Anton Shilov published June 26, 2026
It uses two wafers instead of one, along with ultra-thin dielectric bonding
(Image credit: IBM)
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
MU
-3.89%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
www.investing.com
2026-06-26
Investing.com
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2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
HSBC raises Micron Technology target price to $1,700 from $1,100
The bank's latest upgrade caps a staggering series of revisions that have seen Micron's price target quintuple in 2026, fueled by insat
2026-06-26
www.nytimes.com
2026-06-26
The New York Times
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2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-26
digitimes.com
2026-06-26
Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure and domestic chip development.
2026-06-26
digitimes.com
2026-06-26
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.
2026-06-26
digitimes.com
2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
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
On June 25, IBM unveiled what it calls the world's first sub-1nm chip technology: a 0.7nm — or 7 angstrom — transistor architecture built on an entirely new 3D platform called Nanostack. The announcement, timed to the VLSI 2026 symposium, marks the first time logic technology has extended below the 1nm node and, IBM says, opens a roadmap of at least a decade of further semiconductor scaling.