Semiconductor News & Analysis Feed
11424 articles
2026-06-23
www.newelectronics.co.uk
2026-06-23
New Electronics
www.newelectronics.co.uk
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2026-06-23
www.msn.com
2026-06-23
MSN
What’s changing: Tim Cook says Apple can no longer absorb soaring memory costs and will raise device prices, potentially within weeks.
Why it matters: A global chip shortage, fuelled by AI data centre demand, has quadrupled DRAM and NAND prices, pressuring margins across the tech industry.
Who’s affected: Analysts expect price hikes for current iPhones, Macs, and iPads, with the iPhone 18 Pro po
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
www.mobileworldlive.com
2026-06-23
Mobile World Live
Network Tech Nvidia June 23, 2026
Nvidia rallies telcos around AI agents at DTW Ignite
By Michael Robuck
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Nvidia and telecom partners including SoftBank Corp and NTT Data plan to demonstrate a stack of data, models, simulation tools and secure runtimes at DTW Ignite 2026, aimed at helping operators move from task-based automation to fully autonomous network operations.
The company argues wh
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Semiconductor Stocks See 'Rare Surge' As SOX Index Hits Dot-Com Bubble-Era Volatility Levels
Rishabh Mishra
Tue, June 23, 2026 at 12:09 AM PDT 3 min read
^SOX
-7.87%
SOXX
-7.88%
Trade SOXX on Coinbase
Trading disclosure
The technology sector is experiencing an unprecedented "rare surge" as the semiconductor SOX index flashes urgent warning signs of "extreme volatility" matching the 2000 Dot-Com B
2026-06-23
eu.36kr.com
2026-06-23
36 Kr
AI computing power is surging, making power semiconductors a "rigid demand"
芯联资本
2026-06-23 14:42
Corelink Integration Holding's subsidiary Corelink Power launches 3300V SiC MOSFET
On June 22nd, Xinlian Power, a subsidiary of Xinlian Integrated Holding Company, officially announced the launch of a 3300V SiC MOSFET device. This product fills a crucial gap in the application of domestic high-voltag
2026-06-23
eetimes.com
2026-06-23
AI's growth is hitting an architectural wall, not just compute—discover why integration trumps raw power in this exclusive interview.
2026-06-23
totaltele.com
2026-06-23
Total Telecom
Telecom associations warn of US memory chip shortage
Posted by Bradford Randall | Jun 24, 2026 | TECHNOLOGY, AI, North America, News
News
A broad coalition of telecom trade associations is warning that rapid AI expansion is causing a critical shortage of U.S. memory chips.
Edited by Brad Randall, Broadband Communities
June 23, 2026 — A coalition of major trade associations—including tech and t
2026-06-23
www.globenewswire.com
2026-06-23
GlobeNewswire
New flexible, low-carbon NFC chip delivers instant tamper detection, product authentication and deeper brand engagement to protect consumers, secure supply chains and build lasting trust.
Early access program launches for customers to source Pragmatic NFC Protect PR1311 from key assembly partners
Tamper detection for retail, healthcare and industrial applications to deter counterfeiting and grey
2026-06-23
www.polytechnique-insights.com
2026-06-23
Polytechnique Insights
π Digital π Industry
Chips Act: can Europe catch up in the global semiconductor race?
On June 23rd, 2026 7 min reading time
Pascal Vivet
Researcher at CEA-Leti on the Program for Co-optimisation of Design Technologies, Silicon Components Division
Key takeaways
Adopted by the EU in 2023, the Chips Act aims to strengthen the continent’s industrial capabilities and reduce certain strategic dependenc
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Amazon (AMZN) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
AMZN
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We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer.
eCom
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Alphabet (GOOG) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
GOOGL
-0.98%
NVDA
-4.13%
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Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Alphabet Inc. (NASDAQ:GOOG) is one of the stocks discussed by Jim Cramer.
Tech
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Discusses Qualcomm (QCOM) As A Value AI Play
Ramish Cheema
Mon, June 22, 2026 at 11:55 PM PDT 2 min read
QCOM
-8.01%
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Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the stocks discussed by Jim Cramer.
QUALCOMM Inc. (NASDAQ:QCOM) is one of the largest sem
2026-06-23
www.asiae.co.kr
2026-06-23
아시아경제
Key Production Hub for HBM Backend Processing and Advanced Packaging
Soaring HBM Demand Driven by AI... Leadership Strengthened
HBM4 Surpasses $1 Billion in Cumulative Sales in Just Four Months
Samsung Electronics Chairman Lee Jae-Yong visited the company’s Cheonan site in South Chungcheong Province, where high-bandwidth memory (HBM) is produced, to personally inspect the production facilities.
2026-06-23
www.asiae.co.kr
2026-06-23
아시아경제
Key Production Hub for HBM Backend Processing and Advanced Packaging
Soaring HBM Demand Driven by AI... Leadership Strengthened
HBM4 Surpasses $1 Billion in Cumulative Sales in Just Four Months
Samsung Electronics Chairman Lee Jae-Yong visited the company’s Cheonan site in South Chungcheong Province, where high-bandwidth memory (HBM) is produced, to personally inspect the production facilities.
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
The Bull Case For Camtek (CAMT) Could Change Following New ESOP Shelf And AI Investor Spotlight
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Camtek Ltd. filed a US$182.24 million shelf registration for 1,000,000 common shares in an ESOP-related offering, while institutional investor letters from Wasatch Glob
2026-06-23
www.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Bernstein’s
,
Triple-Digit
Bernstein’s Triple-Digit Target and a Leaner Structure Propel Infineon Toward Record Highs
23.06.2026 - 08:41:55 | boerse-global.de
Infineon closes at €86.37 after Bernstein hikes price target to €102, citing a 'CPU renaissance' and corporate overhaul from four to three divisions.
Bernstein’s - Bernstein’s Triple-Digit Target and a Leaner Structure Propel Infineon Toward
2026-06-23
finimize.com
2026-06-23
Finimize
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2026-06-23
www.fonearena.com
2026-06-23
FoneArena.com
UltraProlink Boost 45 MP 45W GaN charger with AVS, PD 3.1 and PPS support launched
UltraProlink has launched the Boost 45 MP, a 45W GaN III charger with USB Power Delivery 3.1 and multi-protocol fast charging, offering up to 45W output in a compact, efficient form factor.
Key supported charging protocols:
AVS for newer Apple devices, including iPhone 17 series
Samsung Super Fast Charging 2.0
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Jeong Du-yong
Published 2026.06.23. 15:26
Counterpoint Research projects the global memory market to grow to 2,100 trillion won by 2027, with server products expanding to 57% of the total. /Courtesy of Counterpoint Research
With expanded investment in artificial intelligence (AI) infrastructure, an outlook has emerged that the global memory market will continue its growth through next year. A