Semiconductor News & Analysis Feed
11368 articles
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
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2026-06-26
www.law.com
2026-06-26
Law.com
Cleary Gottlieb Steen & Hamilton and Big Six Korean law firm Shin & Kim are advising SK Hynix on its planned $29.4 billion Nasdaq listing, one of the largest global equity offerings on record and a landmark transaction for both the semiconductor sector and Korean issuers tapping U.S.capital markets.
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2026-06-26
aimmediahouse.com
2026-06-26
AIM Media House
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Onsemi acquires Synaptics for $7 billion to enhance its Physical AI capabilities.
Deal valued at a 19% premium, awaiting regulatory and shareholder approvals.
Acquisition expands onsemi's market potential by $30 billion, targeting $243 billion by 2030.
Focus shifts to edge AI applications like autonomous vehicles and robotics.
Str
2026-06-26
www.cnbc.com
2026-06-26
CNBC
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2026-06-26
www.silicon.co.uk
2026-06-26
Silicon UK
IBM Unveils 3D-Stacked .7nm Chip Design
IBM says ‘nanostack’ approach could fit nearly 100 billion transistors into fingernail-sized area, amid soaring demand for processing power
BY MATTHEW BROERSMA, JUNE 26, 2026, 8:30 AM
2 MIN
IBM said a new chip design it has developed could enable processor geometries of under 1 nanometre, potentially enabling significantly more powerful and efficient chi
2026-06-26
www.silicon.co.uk
2026-06-26
Silicon UK
IBM Unveils 3D-Stacked .7nm Chip Design
IBM says ‘nanostack’ approach could fit nearly 100 billion transistors into fingernail-sized area, amid soaring demand for processing power
BY MATTHEW BROERSMA, JUNE 26, 2026, 8:30 AM
2 MIN
IBM said a new chip design it has developed could enable processor geometries of under 1 nanometre, potentially enabling significantly more powerful and efficient chi
2026-06-26
moneymorning.com
2026-06-26
Money Morning
TECHNOLOGY
Micron Just Reported Its Biggest Quarter Ever. Revenue Up 346%.
Money Morning Team
June 26, 2026
BY THE NUMBERS
$41.46 billion — Micron Q3 revenue, crushing the consensus estimate of $35.84 billion
346% — Year-over-year revenue growth, driven by AI memory demand
$25.11 — Adjusted EPS vs. estimates between $20.28 and $20.86
84.9% — Record gross margin for Micron, with management proj
2026-06-26
www.thevibes.com
2026-06-26
The Vibes
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2026-06-26
www.thevibes.com
2026-06-26
The Vibes
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2026-06-26
english.ratopati.com
2026-06-26
Ratopati
Kathmandu. With the rapid expansion of artificial intelligence (AI) technology and the shortage of memory and storage chips, American technology company Apple has increased the prices of its popular products.
The company has increased the price of the entry-level MacBook Neo from 599 US dollars to 699 dollars with immediate effect. Similarly, the price of the cheapest iPad has been increased from
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Beats Meta in Market Cap: Can It Catch Nvidia Next?
Darryn Pollock
Thu, June 25, 2026 at 10:59 PM PDT 3 min read
MU
+0.79%
NVDA
+2.63%
META
+0.12%
TSLA
+2.13%
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Trading disclosure
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla's market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% y
2026-06-26
beincrypto.com
2026-06-26
BeInCrypto
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla’s market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% year over year to $41.5 billion.
The result sent shares up 18.4% to $1,236, giving Micron a market capitalization of $1.398 trillion. Meta sat at $1.392 trillion. Tesla held just above at $1.4 trillion. It was the
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:ADI
AI Infrastructure Semiconductor Stocks Worth A Closer Look Right Now
June 26, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Semiconductor stocks are back in the spotlight after a sharp selloff in Asian tech, a 12% slide in SoftBank, and fresh worries about the rising cost of AI hardware and higher chip prices hitting companies like Apple
2026-06-26
www.outlookbusiness.com
2026-06-26
outlookbusiness.com
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The starting price of the MacBook Neo, Apple's latest laptop, has risen to $699 from $599. The MacBook Air is now priced at $1,299, up from $1,099. The entry-level 14-inch MacBook Pro has moved to $1,999 from $1,699
Apple has raised prices on its Mac and iPad lineup globally due to a shortage of memory chips and storage driven by AI d
2026-06-26
www.indexbox.io
2026-06-26
IndexBox
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2026-06-26
www.lightreading.com
2026-06-26
Light Reading
Both IBM and Huawei say three-dimensional designs could improve chip performance, but IBM may have gone one better.
A month ago, Huawei's executives were feeling very pleased with themselves about a purported breakthrough in chip design that would allow the Chinese vendor to wriggle out of the constraints imposed by US sanctions. They were so pleased, in fact, that they issued a rare announcement
2026-06-26
tech-insider.org
2026-06-26
tech-insider.org
Nvidia RTX Spark: 1-Petaflop Chip Hits Intel, AMD [2026]
NADIA DUBOISJUNE 26, 2026HARDWARE
Nadia Dubois
June 26, 2026
15 min read
Nvidia just declared open war on the Windows PC processor market. At its Computex 2026 keynote in Taipei on June 1, the company unveiled the Nvidia RTX Spark Superchip — an Arm-based system-on-chip that fuses a 20-core CPU with a Blackwell RTX GPU and up to 128GB of un
2026-06-26
www.itiger.com
2026-06-26
Tiger Brokers
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your ow
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Why Did MU, AAL, AMAT Stocks Surge To 52-Week Highs?
Why Did MU, AAL, AMAT Stocks Surge To 52-Week Highs?
3 min read
MU
+15.74%
AAL
+0.75%
AMAT
+13.42%
KEY POINTS:
MU stock soared nearly 16% on continued optimism following its strong third-quarter results.
AAL stock closed up 0.77% amid declining oil prices following easing of geopolitical tensions in the Middle East, as well
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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