Semiconductor News & Analysis Feed
902 articles
2026-06-25
www.tradingview.com
2026-06-25
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Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
3 min read
VSH
−5.72%
HIMX
−6.23%
MU
−0.31%
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 spending, and a hawkish re
2026-06-25
news.google.com
2026-06-25
TradingView
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-25
www.tradingview.com
2026-06-25
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Micron Options Traders Brace for Massive Earnings Swing
Micron Options Traders Brace for Massive Earnings Swing
Less than 1 min read
MU
−5.67%
Micron Technology
MU
options traders priced in another sharp move for the chipmaker's shares ahead of Wednesday's earnings report, after the stock fell about 13% on Tuesday. Micron's setup pointed to a wide post-results range.
Near-th
2026-06-24
news.google.com
2026-06-24
TradingView
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10
Rich Duprey
Wed, June 24, 2026 at 7:36 AM PDT 5 min read
000660.KS
+0.98%
MU
-0.37%
NVDA
-0.54%
AMD
-0.15%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SK hynix controls 57% of the HBM market but U.S. investors couldn't easily access it until its July 10 Nasdaq ADR listing.
Micron surged 726% over the past year as the o
2026-06-24
www.tradingview.com
2026-06-24
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KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
5 min read
KLAC
−2.76%
AMAT
−1.62%
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA Corp
2026-06-24
www.tradingview.com
2026-06-24
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Anxious investors await Micron earnings as chip sector whipsaws
Anxious investors await Micron earnings as chip sector whipsaws
Refinitiv2 min read
MU
−4.82%
WMT
+0.19%
INTC
−2.61%
IXIC
−0.74%
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2026-06-24
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2026-06-24
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Micron Faces Its AI Earnings Test
Micron Faces Its AI Earnings Test
Less than 1 min read
MU
−0.51%
Micron Technology (MU, Financials) goes into earnings with a lot riding on the report. The stock has already had a strong run, helped by demand for memory used in AI servers. That makes this quarter important. Investors want to know whether the business is still catching up to the
2026-06-24
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2026-06-24
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Wall St subdued as tech steadies, Micron earnings in focus
IMPORTANT
Wall St subdued as tech steadies, Micron earnings in focus
RefinitivLess than 1 min read
SPX
−0.02%
IXIC
−0.17%
MU
−1.91%
DJI
+0.61%
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2026-06-24
www.forbes.com
2026-06-24
Forbes
BREAKING
BUSINESS
South Korea’s SK Hynix Plans $29 Billion U.S. Debut
ByTy Roush,
Forbes Staff.
Ty Roush is a breaking news reporter based in New York City.
Follow Author
Jun 24, 2026, 09:06am EDT
TOPLINE
SK Hynix, the world’s third-largest memory chipmaker, announced on Tuesday it planned to raise $29 billion on the Nasdaq, marking the South Korean giant’s U.S. trading debut in what could be
2026-06-24
www.tradingview.com
2026-06-24
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Wall St set to open higher as tech rebounds, Micron earnings eyed
Wall St set to open higher as tech rebounds, Micron earnings eyed
Refinitiv2 min read
MU
−2.41%
SNDK
−3.77%
NQ1!
−0.78%
SPX
−0.14%
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2026-06-24
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2026-06-24
Reuters
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2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:ADI
What Analog Devices (ADI)'s AI-Chip Sentiment Shock After SK Hynix News Means For Shareholders
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Analog Devices reported stronger-than-expected quarterly results and upbeat guidance supported by demand in industrial, automotive, communications infrastructure, and data ce
2026-06-24
www.tradingkey.com
2026-06-24
TradingKey
As of Eastern Time June 24, Qualcomm is reportedly in negotiations to provide custom chip design services to ByteDance, potentially targeting mass production of video processing units by year-end. This collaboration would accelerate ByteDance’s AI infrastructure development while bolstering Qualcomm’s strategic expansion into the AI data center and ASIC markets. Simultaneously, ByteDance is pursui
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
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2026-06-24
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Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Refinitiv1 min read
QCOM
−2.54%
NVDA
+0.69%
AMD
+0.23%
AMAT
+1.18%
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2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
2026-06-24
www.tradingview.com
2026-06-24
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Why Micron (MU) Shares Are Getting Obliterated Today
Why Micron (MU) Shares Are Getting Obliterated Today
3 min read
MU
What Happened?
Shares of memory chips maker Micron
MU
fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The headline sounds bearish for AI, but