Semiconductor News & Analysis Feed
912 articles
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
South Korea's benchmark Kospi index surged over 5% in early trading on Thursday, extending a rebound after a tech-driven selloff rattled markets around the world earlier this week.
The rally was led by heavyweight chipmakers Samsung Electronics and SK Hynix, as investors returned to battered semiconductor stocks after two days of volatility.
Samsung Electronics shares gained over 6%, while SK Hy
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
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
After fears that a less-than-stellar report from the memory-chip maker could further derail the AI trade after Tuesday's bruising sell-off, Micron delivered on all fronts.
Shares of the company surged 14% in after-hours trading after it crushed revenue estimates for its fiscal third quarter. Revenue came in at $41.46 billion compared to expectations for $35.7 billion. Earnings per share were $25.
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
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2026-06-25
Investor's Business Daily
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2026-06-25
news.google.com
2026-06-25
Business Wire
2026-06-25
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2026-06-25
Business Wire
2026-06-25
news.google.com
2026-06-25
Investor's Business Daily
2026-06-25
businesschief.com
2026-06-25
Business Chief
A South Korean chipmaker nearly collapsed under debt 20 years ago. Today it has overtaken Samsung Electronics to become the world's most valuable memory chip company.
SK Hynix shares closed up 5.6% on Monday 22 June, lifting its market capitalisation to 2,080.4tn won (US$1.35tn). Samsung's stock eased 0.14% to give it a market value of 2,066.7tn won (US$1.34tn), excluding preferred shares.
The s
2026-06-24
www.businessinsider.com
2026-06-24
Business Insider
After the AI trade took a tumble on Tuesday led by losses in chip stocks, the market is bracing for Micron earnings.
AI stocks have been fueling record highs, with the bull market proving resilient despite ongoing macro uncertainties like the war in Iran, inflation, and Federal Reserve policy.
After Tuesday's pullback, Micron's quarterly reports looms. As one of the top stock performers in 2026,
2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.
2026-06-24
www.tomshardware.com
2026-06-24
Tom's Hardware
Tech Industry Manufacturing Semiconductors
TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs
News
By Etiido Uko published 9 hours ago
Reported 5–10% price hikes remain lower than recent industry price spikes
(Image credit: Getty / Bloomberg)
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
www.businesstimes.com.sg
2026-06-24
The Business Times
Qualcomm in talks to provide custom chip-design services to ByteDance: sources
The negotiations show US tech companies are keen to do business with China, even with growing friction over AI chips
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Published Wed, Jun 24, 2026 · 07:36 PM
Qualcomm is the world’s largest supplier of smartphone modem chips, which manage cellular communications. PHOTO: REU
2026-06-24
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2026-06-24
The Quantum Insider
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Will Amazon's AI Chip Business Be a Threat to Nvidia?
Prosper Junior Bakiny, The Motley Fool
Wed, June 24, 2026 at 2:50 AM PDT 4 min read
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Trading disclosure
According to reports, Amazon (NASDAQ: AMZN) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chip