Semiconductor News & Analysis Feed
11388 articles
2026-06-25
www.theregister.com
2026-06-25
The Register
SYSTEMS
Micron locks in historically high memory prices for five years
Big buyers agree to deals that will deliver historically enormous margins and profits
Simon Sharwood
APAC Editor
2
Published Thu 25 Jun 2026 // 02:07 UTC
Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a fl
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
biz.chosun.com
2026-06-25
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.25. 10:59
As the age of artificial intelligence (AI) arrives, the long-standing formula for the memory semiconductor industry's cycle is being shaken. Analysts say the traditional memory cycle—marked by repeated gluts, price crashes, and production cuts—is entering a new phase, driven by expanding AI demand and long-term supply agreements.
U.S. memory semicond
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus · Stocktwits
Aashika Suresh
Wed, June 24, 2026 at 6:59 PM PDT 5 min read
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2026-06-25
www.msn.com
2026-06-25
MSN
Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026
Management View
Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: "We're really pleased with the financial trajectory of the business... we are delivering record cash flow numbers." He added that after maintaining "appropriate excess cash," "the principal capital return we have will be share repurchase,"
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
South Korea's benchmark Kospi index surged over 5% in early trading on Thursday, extending a rebound after a tech-driven selloff rattled markets around the world earlier this week.
The rally was led by heavyweight chipmakers Samsung Electronics and SK Hynix, as investors returned to battered semiconductor stocks after two days of volatility.
Samsung Electronics shares gained over 6%, while SK Hy
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.
It was a blockbuster day for chip stocks. Micron and Qualcomm both surged after delivering upbeat outlooks, with Micron claiming an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But
2026-06-25
www.pcguide.com
2026-06-25
PC Guide
Home > PC & Tech Deals: Prime Day
Nvidia RTX 5060 gaming PC deal drops to ridiculously low price in Prime Day deal for 19% off
For just over $1K, this rig comes with the RTX 5060, Intel Core i5-1440F CPU, 16GB DDR5 and 1TB SSD storage
Aaron Ritchie
LAST UPDATED ON JUNE 25, 2026
PC Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Read More
The
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) is the most valuable company in the world, and the only one with a market cap of more than $5 trillion. If you had invested $25,000 in it 10 years ago and held on through the ups and downs that followed, you'd have a stake worth more than $4 million today.
However, the stock has been growing at a more modest pace recently. It's up just 7% this year -- almost precisely as muc
2026-06-25
www.upi.com
2026-06-25
upi.com
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2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
SK hynix Inc., the world’s largest supplier of HBM memory, today filed to list its shares on the Nasdaq stock exchange.
The South Korean company hopes to sell up to 17.79 million shares for $29.4 billion. The public offering is expected to be the second-largest on record after the recent listing of SpaceX Corp., which raised $85.7 billion.
SK hynix produces more than half of the world’s HBM memo
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Shares of South Korean chip giant SK Hynix surged 11% on Thursday after the company said it plans to raise as much as $29.4 billion in a U.S. stock market listing.
The company plans to issue 17.79 million new shares in the form of American depositary receipts through a Nasdaq listing, according to a regulatory filing. The offer could raise 45.45 trillion won ($29.65 billion).
Trading is expected
2026-06-25
www.scmp.com
2026-06-25
South China Morning Post
Semiconductors
Tech
China’s JCET to build new plant in Shanghai to expand advanced chip packaging
US$1.15 billion investment underscores advanced packaging’s role in boosting China’s chipmaking capabilities amid rapid AI development
2-MIN READ
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Make SCMP preferred on Google
Xinmei Shen
Published: 8:30am, 25 Jun 2026
Chinese chip-packaging and testing giant Jiangsu Changjiang Electronics
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Korean chip shares surge on Micron's blowout earnings, SK Hynix's US listing plan
Heekyong Yang and Hyunjoo Jin
Wed, June 24, 2026 at 5:19 PM PDT 2 min read
005930.KS
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MU
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By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) - South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technol
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi and Semtech Shares Are Falling, What You Need To Know
Weixin Lin
Wed, June 24, 2026 at 5:16 PM PDT 4 min read
000660.KS
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What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spen
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Why Qualcomm (QCOM) Shares Are Falling Today
Jabin Bastian
Wed, June 24, 2026 at 5:00 PM PDT 3 min read
QCOM
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What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded A