Semiconductor News & Analysis Feed
5023 articles
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water.
As AI factories grow from tradition
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK hynix’s (HXSCL) 12-Layer HBM4E Samples Keep It Ahead in the AI Memory Upgrade Cycle
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 2 min read
000660.KS
+0.98%
SK hynix Inc. (OTC:HXSCL) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave the list one of its most direct HBM catalysts on June 17, 2026, when it shipped samples of 12-layer HBM4E to major custo
2026-06-24
www.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-23
constructiondigital.com
2026-06-23
Construction Digital
A US$650m expansion of Coherent's semiconductor manufacturing campus in Sherman, Texas has broken ground, with plans to double the site's production space and create more than 1,000 jobs.
The project expands an existing 700,000 square-foot facility that was originally built as a silicon wafer fab by Texas Instruments, before being acquired by Finisar in 2017 and eventually passing to Coherent thr
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-23
www.barchart.com
2026-06-23
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) shares are ripping higher ahead of the memory chipmaker’s Q3 earnings scheduled for June 24 after market close.
Analysts expect MU to nearly quadruple its third-quarter revenue to roughly $35 billion on a more than 10x increase in adjusted per-share earnings to $20.81.
Still, options pricing currently signal
2026-06-23
www.mobihealthnews.com
2026-06-23
MobiHealthNews
www.mobihealthnews.com
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2026-06-23
www.mobihealthnews.com
2026-06-23
MobiHealthNews
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2026-06-23
overclock3d.net
2026-06-23
OC3D
Published: June 23, 2026 | Source: Chisun | Author: Mark Campbell
SK Hynix to prioritise DDR5 expansion over HBM4 in new production push
SK Hynix to reportedly pivot planned HBM4 production to DDR5 as the company chases higher margins
SK Hynix is one of the world’s largest memory producers, reportedly accounting for 40% of the HBM market. Secure in its position as the global HBM leader, SK Hynix
2026-06-23
developer.nvidia.com
2026-06-23
NVIDIA Developer
As AI systems move from single-turn interactions to coordinated multiagent workflows, low-latency inference becomes increasingly important. Autoregressive LLMs generate tokens sequentially, which can limit GPU utilization and constrain throughput in latency-sensitive serving scenarios.
Speculative decoding helps mitigate this bottleneck by using a lightweight model to draft future tokens, which t
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
newsletter.semianalysis.com
2026-06-23
SemiAnalysis
China’s CXMT Is Set to Challenge DRAM Incumbents
CXMT IPO, SK Hynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs
RAY WANG, MYRON XIE, DYLAN PATEL, AND 3 OTHERS
JUN 23, 2026
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We were the first to describe the memory shortage coming from AI’s insatiable usage in reasoning and agentic flows in late 2024 on the newsletter. We have since p
2026-06-23
www.sdcexec.com
2026-06-23
Supply & Demand Chain Executive
www.sdcexec.com
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2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
siliconangle.com
2026-06-23
SiliconANGLE
Realizing value from AI investment has become the ultimate prize for most enterprises today. This requires the ability of data and compute to work together, a key mission for the partnership between Nvidia Corp. and DataDirect Networks Inc.
Both companies have been collaborating on solutions that facilitate consumption of AI across an organization, with a focus on optimizing the use of GPUs insid
2026-06-23
www.pcguide.com
2026-06-23
PC Guide
Home > News
Nvidia gaming laptops from the RTX 3050 to the RTX 5080 have their prices slashed this Amazon Prime Day
Here's a list of fantastic RTX gaming laptop deals for UK customers on Prime Day
Jack Goodall
LAST UPDATED ON JUNE 23, 2026
PC Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Read More
If you’re shopping around for a new gaming
2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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