Semiconductor News & Analysis Feed
934 articles
2026-06-25
newsroom.ibm.com
2026-06-25
IBM Newsroom
YORKTOWN HEIGHTS, NY, June 25, 2026 – IBM (NYSE: IBM) today unveiled a major semiconductor breakthrough with the introduction of the world’s first sub-1 nanometer (nm) chip technology, featuring a revolutionary transistor architecture at the 0.7 nm, or 7 angstrom node. The achievement marks a landmark moment for an industry facing the physical limits of traditional chip scaling. Semiconductors pla
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology (MU) Announces Collaboration with Anthropic to Scale Next Generation AI Infrastructure
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. Micron's share prices have zoomed 722.27% in the past year, while it has increase
2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
digitimes.com
2026-06-25
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com
2026-06-25
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
digitimes.com
2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
The European Commission has given the green light to a EUR76 million (approx. US$86.3 million) German subsidy supporting QuantumDiamonds' plan to build a new semiconductor testing equipment facility in Munich, the Commission announced. The approval is the latest step in Brussels' push to reduce Europe's reliance on foreign chip technology and strengthen its industrial autonomy.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
sg.finance.yahoo.com
2026-06-25
Yahoo Finance Singapore
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Micron Technology, Inc. Reports Record Results for the Third Quarter of Fiscal 2026
Micron Technology, Inc.
Wed, 24 June 2026 at 1:01 pm GMT-7 14 min read
MU
-0.31%
Micron Technology, Inc.
Micron executes transformational Strategic Customer Agreements
BOISE, Idaho, June 24, 2026 (GLOBE NEWSWIRE) -- M
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Why Marvell Technology (MRVL) Shares Are Trading Lower Today
Why Marvell Technology (MRVL) Shares Are Trading Lower Today
2 min read
MRVL
−0.84%
MU
−0.31%
KOSPI
+3.26%
What Happened?
Shares of networking chips designer Marvell Technology
MRVL
fell 4.1% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capi
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
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Stock Story
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Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
3 min read
VSH
−5.72%
HIMX
−6.23%
MU
−0.31%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish re
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Published on June 24, 2026 at 3:03 pm by RAMISH CHEEMA in News
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We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a major position in Appaloosa Management’