Semiconductor News & Analysis Feed
11434 articles
2026-06-23
digitimes.com
2026-06-23
The Indian government plans to disburse INR71 billion in semiconductor incentives in fiscal year 2027 to expand its local chip supply chain, according to anonymous government officials cited by Mint.
2026-06-23
digitimes.com
2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
www.koreatimes.co.kr
2026-06-23
The Korea Times
Samsung Electronics' sales of sixth-generation high bandwidth memory chips, known as HBM4, surpassed $1 billion, industry sources said Tuesday.
The milestone comes just four months after the South Korean tech giant became the first company in the world to begin mass production and shipments of HBM4 chips in February.
Industry sources expect Samsung's HBM4 revenue to exceed $1.2 billion by the en
2026-06-23
www.digitimes.com
2026-06-23
digitimes
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and...
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2026-06-23
www.theverge.com
2026-06-23
The Verge
TECH
AI
NEWS
Nvidia says its AI data center design runs hotter to use a lot less water
By switching to 100 percent liquid cooling and running servers hotter, Nvidia claims it can cut water use to “near zero.”
by
Stevie Bonifield
Jun 23, 2026, 7:24 AM GMT+8
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Image: Cath Virginia / The Verge, Getty Images
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Chip race: Microsoft, Meta, Google, and Nvidia battle it ou
2026-06-23
drrobertcastellano.substack.com
2026-06-23
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Most Critical AI Bottleneck — And Nvidia Could Change It Overnight
DR. ROBERT CASTELLANO
JUN 23, 2026
∙ PAID
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
HBM Content Growth Is Exploding
Table 2. HBM Content Growth by Nvidia Architecture
HBM Is Consuming the Memory Industry
Table 3. HBM Share of DRAM
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SK Hynix becomes South Korea's most valuable company
Tasneem Nashrulla
Mon, June 22, 2026 at 3:44 PM PDT 1 min read
000660.KS
-0.74%
005930.KS
+4.51%
MU
-13.18%
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Trading disclosure
SK Hynix on Monday topped Samsung as South Korea's most valuable company, propelled by the AI-powered chip boom.
It marked a stunning reversal for a once debt-ridden company that earned the Korean
2026-06-23
www.semafor.com
2026-06-23
Semafor
SK Hynix on Monday topped Samsung as South Korea’s most valuable company, propelled by the AI-powered chip boom.
It marked a stunning reversal for a once debt-ridden company that earned the Korean epithet for a penny stock — “Dongjeon-ju,” Reuters wrote. Its shares have more than quadrupled this year, and it joined rivals Samsung and US-based Micron in crossing a $1 trillion valuation in May.
Th
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
10 Words From Apple CEO Tim Cook That Are Music to the Ears of Micron Technology Investors
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 3:20 PM PDT 3 min read
MU
-13.18%
AAPL
-0.91%
NVDA
-4.13%
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Trading disclosure
Micron Technology (NASDAQ: MU) stock has been red hot over the past year amid an ongoing shortage of memory products driven by significant inves
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Micron (MU) Stock Is Up Today
Petr Huřťák
Mon, June 22, 2026 at 3:11 PM PDT 4 min read
MU
-13.18%
WDC
-8.45%
SNDK
-13.64%
005930.KS
+3.71%
000660.KS
-2.11%
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Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 4.8% in the afternoon session after two more major Wall Street price target upgrades arrived ahead of its fiscal Q3 earning
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm nearing deal for AI chip startup Modular, Bloomberg News reports
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Reuters
Mon, June 22, 2026 at 2:57 PM PDT 1 min read
QCOM
-8.01%
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Trading disclosure
June 22 (Reuters) - Qualcomm is in advanced discussions to acquire Modular Inc in a transaction valuing the AI chip company at about $4 billion, Bloom
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
TSMC (TSM) Advances While Market Declines: Some Information for Investors
TSMC (TSM) Advances While Market Declines: Some Information for Investors · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
2330.TW
-2.61%
^GSPC
-1.44%
^DJI
-0.09%
^IXIC
-2.21%
TSM
-6.69%
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Trading disclosure
TSMC (TSM) closed at $467.67 in the latest trading session, marking a +
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
QCOM
-8.01%
Trade QCOM on Coinbase
Trading disclosure
In the latest trading session, Qualcomm (QCOM) closed at $221.49, marking a -2.05% move from the previous day. The sto
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron and its Red-Hot Earnings Charts
Tracey Ryniec
Mon, June 22, 2026 at 2:40 PM PDT 2 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
The first quarter of 2026 earnings season is over and the second quarter 2026 earnings season hasn't started yet. But there is a group of companies that report on the fiscal year who report earnings in between the various earnings seasons.
This week