Semiconductor News & Analysis Feed
10690 articles
2026-06-26
www.msn.com
2026-06-26
MSN
Major tech hikes: Apple and Microsoft have raised prices on Macs, iPads, and Xbox consoles, blaming soaring memory costs driven by AI data centre demand.
Supply squeeze impact: Chipmakers are prioritizing AI orders, causing DRAM prices to surge up to 98% this year and leaving less supply for consumer devices.
Prolonged shortage: Micron expects tight memory supply until at least 2027, suggesting
2026-06-26
www.digitaltoday.co.kr
2026-06-26
디지털투데이
Industry
onsemi to buy Synaptics for $7 billion to expand physical AI, edge AI
AI Summary
Analog silicon carbide chip maker onsemi, used in automotive and industrial markets, plans to acquire Synaptics in an all-share deal worth about $7 billion. Synaptics shareholders will receive 1.35 onsemi shares for each Synaptics share. onsemi aims to speed expansion of its physical AI and edge AI businesse
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
2330.TW
-2.09%
TSM
-1.90%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 16, Aletheia Capital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
MU
-3.89%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
Asian Stock Market Crash Explained: Asian stock markets tanked as much as 6% on Friday (June 26) as Apple’s move to jack up prices of some of its product lines by as much as 20%, and the South Korean government’s proposal to tax unrealised gains on equities, weighed on sentiment for AI and chip-related stocks.
South Korea’s Kospi index ended 5.8% lower on Friday, briefly triggering the 8% lower c
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
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2026-06-26
techeconomy.ng
2026-06-26
Techeconomy
Apple has increased the prices of several iPad, MacBook and smart home products after a surge in memory chip costs, saying it can no longer absorb the impact of an industry-wide supply squeeze driven by growing investment in AI data centres.
The price changes do not affect the iPhone, but they push the entry-level MacBook Neo to $699 from its launch price of $599. Apple said skyrocketing memory a
2026-06-26
www.cnbc.com
2026-06-26
CNBC
Micron Technology’s
shares tumbled on Friday, paring gains from earlier in the week after reporting blowout earnings.
The memory chipmaker declined nearly 5% in premarket trading as other U.S. semiconductor firms also struggled. Intel was last down just over 3%, Sandisk fell 5%, Arm shed 4%, and Marvell declined 3.7%.
Investors remain wary of the rising costs of artificial intelligence infrastr
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
NVDA
-1.59%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day
Jared Blikre
Fri, June 26, 2026 at 3:00 AM PDT 3 min read
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
NVDA
-1.59%
AMZN
-3.14%
Explore stocks on Coinbase
Trading disclosure
Micron's blowout earnings did not just revive the AI trade. They showed how expensive it is becoming.
The memory chipmaker is getting paid first because
2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand
Ananya Gairola
Fri, June 26, 2026 at 2:46 AM PDT 6 min read
MU
-3.64%
Trade MU on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
www.iotinsider.com
2026-06-26
IOT Insider
www.iotinsider.com
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2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Western Digital (WDC) Stock Rises As Micron’s $100 Billion AI Deals Lift Memory Sector
June 26, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron reported a strong quarter and announced about $100b in contracted AI memory revenue.
These contracts include substantial customer cash deposits and take or pay agreements that extend over mul
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:CDNS
Cadence Design Systems (CDNS) Pulls Back, Is It Still Above Fair Value?
June 26, 2026
Simply Wall St
Cadence Design Systems (CDNS) has drawn investor attention after a recent pullback, with the stock down 1.1% over the past day and 4.9% over the past week. This has prompted a closer look at its fundamentals.
See our latest analysis for Cadence Design Systems.
2026-06-26
www.newelectronics.co.uk
2026-06-26
New Electronics
www.newelectronics.co.uk
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2026-06-26
realinvestmentadvice.com
2026-06-26
Real Investment Advice
DAILY MARKET COMMENTARY
MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON
By
RIA TEAM
| Jun 26, 2026
Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar
2026-06-26
eetimes.com
2026-06-26
Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms.