Semiconductor News & Analysis Feed
29 articles
2026-07-06
news.google.com
2026-07-06
WEEX
2026-07-06
news.google.com
2026-07-06
Investing.com
2026-07-06
news.google.com
2026-07-06
Startup Fortune
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
2026-07-04
www.tradingview.com
2026-07-04
TradingView
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
2026-06-30
news.futunn.com
2026-06-30
富途牛牛
__fail__
2026-06-30
digitimes.com
2026-06-30
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to meet projected AI memory demand.
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Three times the current price would put Micron Technology (NASDAQ:MU | MU Price Prediction) somewhere around $3,000 a share. That is a number that sits above every published Wall Street target on the stock. The only way there runs through a memory supercycle that lasts longer and runs hotter than even bulls currently model. Let’s take a look at how Micron could get there, even though Goldman Sachs
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
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
David Moadel
Thu, June 25, 2026 at 6:20 AM PDT 4 min read
MU
+11.23%
SNDK
+13.59%
WDC
+4.17%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC) shares jumped after Micron locked in $100B of contracted AI me
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon.
Video Muted
The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and Western Digital (
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
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2026-06-25
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2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Samsung's 26-year run as South Korea's most valuable listed company is over, at least for now. SK Hynix took the crown on June 22, 2026, because the AI boom has turned high-bandwidth memory from a specialist chip into one of the most important parts of the data center supply chain.
The gap was almost absurdly small. Reuters reported that SK Hynix's market value reached 2,082.5 trillion won on Mon
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Technology (MU) Stock Sees Fair Value Lift As AI Memory Demand Drives Analyst Optimism
Bailey Pemberton
Thu, June 18, 2026 at 12:07 PM PDT 4 min read
MU
+4.34%
Trade MU on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's fair value estimate has been
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
SK Hynix (KOSE:A000660) Stock After 300% Run On AI Memory Demand Concerns
Bailey Pemberton
Thu, June 18, 2026 at 8:12 AM PDT 6 min read
A000660
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If you are wondering whether SK hynix stock still offers value after a strong run, you are not alone.
The share p
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
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.
2026-06-03
sourceability.com
2026-06-03
Sourceability
The semiconductor industry continues to experience massive shifts as the result of uncontrollable AI demand. Recently, Micron joined the ranks of Nvidia in the trillion-dollar market value club thanks to enormous opportunities tied to AI-driven memory demand.
Consecutively, the ongoing legal dispute involving Wingtech and Nexperia reflects the increasing complexity of geopolitical influences in