Semiconductor News & Analysis Feed
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2026-06-24
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2026-06-24
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2026-06-23
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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
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2026-06-23
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2026-06-23
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BELKIN 140W GAN WALL CHARGER: TECHNICAL ANALYSIS, REAL-WORLD PERFORMANCE, AND MARKET POSITIONING
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Belkin 140W GaN Wall Charger: Technical Analysis, Real-World Performance, and Market Positioning
A data-driven evaluation of Belkin’s flagship 140W charging adapter, examining its GaN efficiency, multi-device output d
By Raushan Kumar
June 22, 2026
5 min read
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2026-06-22
m.techflowpost.com
2026-06-22
深潮TechFlow
伯恩斯坦研报解读：明年 HBM 价格必翻 2 倍以上，存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读：明年 HBM
价格必翻 2 倍以上，存储成…
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道，洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
撰文：小饼
HBM 还在按年度合同锁价，普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂，造普通
2026-06-22
www.indexbox.io
2026-06-22
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2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The robust upward surge and notable intraday volatility of Taiwan Semiconductor Manufacturing Comp
2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
digitimes.com
2026-06-18
The global semiconductor and high-tech manufacturing landscape continues to undergo structural realignment. An increasing number of Chinese technology and semiconductor companies are adopting a dual-location strategy, establishing corporate entities in Singapore while locating manufacturing operations in Malaysia in an effort to reduce their association with the "Made in China" label.
2026-06-18
digitimes.com
2026-06-18
A teardown of Huawei's latest Mate 80 Pro Max smartphone has put China's semiconductor progress back under scrutiny, after analysis showed the HiSilicon Kirin 9030 processor was made on SMIC's third-generation 7nm-class N+3 process with a local metal pitch narrower than that of Intel's 18A chip used in Panther Lake.
2026-06-17
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2026-06-17
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2026-06-17
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2026-06-16
tomshardware.com
2026-06-16
Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
worldbusinessoutlook.com
2026-06-16
World Business Outlook
Home » Murata Partners with Synopsys to Support Ansys Electromagnetic and Thermal Analysis
Murata Manufacturing Co., Ltd. announces a new collaboration with Synopsys, Inc., enabling users of Synopsys’ simulation tools to navigate directly to Murata’s website to access and download the latest high-performance simulation models from Murata. The collaboration covers Synopsys’ 3D electromagnetic fiel
2026-06-16
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2026-06-16
01net
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2026-06-16
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2026-06-16
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Murata Collaborates with Synopsys to Provide Simulation Models Through Ansys Electromagnetic and Thermal Analysis Tools
Murata Collaborates with Synopsys to Provide Simulation Models Through Ansys Electromagnetic and Thermal Analysis Tools
Provided by Business Wire Jun 16, 2026, 10:00:00 AM
Murata Collaborates with Synopsys to Provide Simulation Models Through Ansys Elect
2026-06-16
www.bastillepost.com
2026-06-16
bastillepost.com
KYOTO, Japan--(BUSINESS WIRE)--Jun 15, 2026--
Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) announces a new collaboration with Synopsys, Inc., enabling users of Synopsys' simulation tools to navigate directly to Murata's website to access and download the latest high-performance simulation models from Murata. The collaboration covers Synopsys' 3D electromagnetic field analysis
2026-06-16
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2026-06-16
Bluefield Daily Telegraph
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