Semiconductor News & Analysis Feed
711 articles
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
2026-06-26
www.fastcompany.com
2026-06-26
Fast Company
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-26
digitimes.com
2026-06-26
Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure and domestic chip development.
2026-06-26
digitimes.com
2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
2026-06-26
digitimes.com
2026-06-26
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in a semiconductor ecosystem moving toward manufacturing scale.
2026-06-26
etfdb.com
2026-06-26
ETF Database
etfdb.com
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Goldman Sachs resets Micron stock target with a twist
Moz Farooque
Thu, June 25, 2026 at 9:06 AM PDT 5 min read
MU
+16.57%
GS
-0.73%
Explore stocks on Coinbase
Trading disclosure
Micron Technology's (MU) Q3 2026 earnings report landed on June 24, giving the AI trade a badly needed jolt.
Goldman Sachs had cautioned that the positioning was bullish, expectations were high, and the stock's huge run
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
bits-chips.com
2026-06-25
Bits&Chips
Headline
Japanese researcher proposes simpler high-NA EUV optics design
25 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
A researcher at the Okinawa Institute of Science and Technology (OIST) has proposed a new optical architecture for high-NA EUV lithography. The approach replaces today’s highly complex optical layouts with a simpler in-line configuration that uses carefu
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
research.ibm.com
2026-06-25
IBM Research
This new microchip architecture from IBM builds up, not out, to overcome the spatial limitations of scaling transistor density.
Learn more about IBM's newest breakthrough, the sub-1 nanometer chip.
Since the advent of microprocessors, semiconductor manufacturers have tried to pack more and more transistors into a given area to boost the performance capabilities of machines. Infinite growth is tr
2026-06-25
m.techflowpost.com
2026-06-25
深潮TechFlow
研报解读：台积电 2027 年 AI 收入将翻倍，CoWoS 产能仍是瓶颈
2026.06.25
- 昨天
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研报解读：台积电 2027 年 AI
收入将翻倍，CoWoS 产能…
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
2026.06.25 - 11:48:07
台积电
AI
专注Web3行业深度报道，洞察潮水流动的方向
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
作者：Rita
潮向导读
摩根士丹利于 6 月 23 日发布台积电供应链深度报告。核心判断：基于最新供应链调查，上调了对 2027 年全球 CoWoS 先进封装需求的预测，认为台积电 AI 相关收入 2027 年将达 863 亿美元，较
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-25
digitimes.com
2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
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
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
simplywall.st
2026-06-25
simplywall.st
United States/Semiconductors/NasdaqGS:SMTC
Micron Stock Volatility Puts These Semiconductor Stocks On Watchlists
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron Technology is back in the spotlight, with its upcoming earnings and new exposure through the leveraged Roundhill T-REX 2X Long DRAM Daily Target ETF putting fresh attention on semiconductor stocks. When tra