Semiconductor News & Analysis Feed
246 articles
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs?
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 4:41 PM PDT 5 min read
SNDK
-5.52%
MU
-6.18%
NVDA
-2.37%
INTC
-8.45%
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Trading disclosure
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (NASDAQ: SNDK) have soared more than 700% in 2026 as of this
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
www.tikr.com
2026-06-17
TIKR.com
Key Stats for Micron Stock
Today’s Performance: 11%
52-Week Range: $103 to $1,097
Valuation Model Target Price: Around $540
Implied Upside: -50%
Analyze your favorite stocks like Micron Technology with TIKR (It’s free) >>>
What Happened?
Micron Technology, Inc. has become one of the market’s most closely watched AI memory trades, as investors bet that data centers will need far more memory and
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply
Abdul Rahman
Tue, June 16, 2026 at 11:59 AM PDT 2 min read
MU
-6.18%
NVDA
-2.37%
005930.KS
+1.02%
000660.KS
+5.84%
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Trading disclosure
Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher's top high growth stock picks. Micron has emerged as one of investors' favorite semiconductor stocks amid t
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-16
digitimes.com
2026-06-16
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.
2026-06-16
stocksdownunder.com
2026-06-16
Stocks Down Under
KEY POINTS
Micron makes a special memory chip (HBM) that AI computers need, and it is sold out for all of 2026.
The stock jumped about 11% on Monday to a record high near US$1,089, up more than 700% in a year, making it roughly a US$1.2 trillion company.
Experts strongly disagree: some see it rising to US$1,750, while others see it falling sharply from here.
The next big test is the company’s ear
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
AI Memory Bottleneck: This Sizzling ETF Lets You Buy Micron, Sandisk, SK Hynix, and Samsung for Less Than $100
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 6:53 AM PDT 4 min read
MU
+8.83%
SNDK
+5.69%
000660.KS
+6.42%
005930.KS
+4.50%
NVDA
+2.53%
Explore stocks on Coinbase
Trading disclosure
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastru
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastructure space. Also known as the memory wall, this bottleneck occurs when the performance of an AI accelerator, such as a graphics processing unit (GPU), is constrained by slower memory.
As a result, companies designing AI accelerator chips have been turning to high-speed, high-bandwidth memory (HBM) c
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron’s AI Memory Push and New Board Expertise Could Be A Game Changer For Micron Technology (MU)
June 15, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Micron Technology appointed AI and cloud infrastructure veteran Dr. Alexis Black Björlin to its board and showcased an expanded portfolio of AI-optimized memory and st
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-15
ts2.tech
2026-06-15
TechStock²
14 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON SHARES DROP UNDER $1,000 ON AI MEMORY SURGE AND EARNINGS CONCERNS
BY SHAN AHMED KHAN
New York, June 14, 2026, 16:03 EDT.
Micron Technology ended the session at $981.61, off 1.43%. The Nasdaq Composite added 0.31%. S&P 500 was up 0.50%.
Goldman Sachs kept its cautious stance going into Micron’s June 2
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Companies have been making memory and storage solutions for decades, but it was artificial intelligence (AI) that recently woke up the sleepy sector. That's allowing specialized memory and storage providers like Micron Technology, Samsung Electronics, and SK Hynix to cash in.
Unfortunately for investors, owning those companies isn't the most straightforward. It costs nearly $1,000 to own a full s
2026-06-13
www.aol.com
2026-06-13
AOL.com
ASML May Benefit More From the AI Memory War Than TSMC
DR. ROBERT CASTELLANO
Updated Fri, June 12, 2026 at 10:37 PM GMT+8
0
Quick Read
The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix, and Micron into an aggressive EUV technology arms race.
ASML benefits regardless of the HBM winner as MU accelerates EUV system purchases from 1 in 2023 to 8 by 2027.
Act now: the
2026-06-12
www.aol.com
2026-06-12
AOL.com
ASML May Benefit More From the AI Memory War Than TSMC
DR. ROBERT CASTELLANO
Updated Fri, June 12, 2026 at 10:37 PM GMT+8
0
Quick Read
The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix, and Micron into an aggressive EUV technology arms race.
ASML benefits regardless of the HBM winner as MU accelerates EUV system purchases from 1 in 2023 to 8 by 2027.
Act now: the
2026-06-12
ts2.tech
2026-06-12
TechStock²
12 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·NASDAQ:MU·SEMICONDUCTORS·STOCK MARKET·TECHNOLOGY
2 MINS READ
MICRON STOCK NEARS $1,000 AGAIN AS AI MEMORY RALLY FACES JUNE 24 TEST
BY KHADIJA SAEED
New York, June 12, 2026, 08:03 EDT
Micron closed Thursday at $995.87, up 11.66%, after a sharp five-session pullback.
Wall Street remains split between rising memory-price estimates and concern that the
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Bechtel Megafab Deal Tests AI Memory Growth And Cash Discipline
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology selected Bechtel as its engineering, procurement, and construction partner for the first phase of its new memory chip megafab in Clay, New York.
The project is described as the largest private investment in New Y
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron New York Megafab With Bechtel Reshapes AI Memory Supply Story
Simply Wall St
Thu, June 11, 2026 at 7:11 AM PDT 5 min read
MU
+2.38%
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Micron Technology (NasdaqGS:MU) has selected Be