Semiconductor News & Analysis Feed
4715 articles
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
www.mobihealthnews.com
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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
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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2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock Weighs AI Growth Story Against Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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With NVIDIA such a focal point for growth stories, many investors are asking a simple question: does the current share price still make sense if you care about value, not just headlines?
The stock last clos
2026-06-23
www.manilatimes.net
2026-06-23
The Manila Times
Production-ready 3DI technology supports more compact FEMs for advanced 5G devices
MALTA, N.Y., June 23, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the production readiness of its SLATE™ wafer-to-wafer bonding technology on its industry-leading 9SW radio-frequency silicon-on-insulator (RF-SOI) platform, delivering advanced 3D integration (3DI) for compact, high-pe
2026-06-23
gf.com
2026-06-23
GlobalFoundries
gf.com
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2026-06-23
twaslnews1.twaslnews.com
2026-06-23
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AI boom and HBM demand to boost Micron’s DRAM revenues in Q3 | FXStreet
الكاتب
abdulrahman
تاريخ النشر
منذ 18 ساعة
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Key takeaways
Micron Technology, Inc. price and EPS surprise
HBM and AI adoption create a major tailwind for MU’s DRAM
Strategic partnerships strengthen Micron’s AI position
Key takeaways
Micron is set to report Q3 fiscal 2026 results, with DRAM expected
2026-06-23
www.prnewswire.com
2026-06-23
PR Newswire
SandboxAQ Launches Virtual Screening Solution for GPCR Drug Discovery, Accelerated by NVIDIA BioNeMo
NEWS PROVIDED BY
SandboxAQ
Jun 23, 2026, 09:00 ET
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PALO ALTO, Calif., June 23, 2026 /PRNewswire/ -- SandboxAQ today announced a new virtual screening solution that helps drug developers identify promising candidates faster and at lower cost for G protein-coupled receptor
2026-06-23
tomshardware.com
2026-06-23
Anton Shilov
China's LineShine supercomputer is now officially the world's fastest FP64 machine, but its mixed-precision results are behind those of El Capitan, Frontier, and Aurora.
2026-06-23
www.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Texas Instruments, US8825081040
Texas Instruments hits fresh record level, shares stretch semiconductor rally on NASDAQ
23.06.2026 - 14:54:09 | ad-hoc-news.de
Texas Instruments reaches a new all-time high on the NASDAQ as investors reward its analog chip positioning and AI power exposure, while analysts highlight robust long-term demand in industrial and automotive end markets.
Texas Instruments