Semiconductor News & Analysis Feed
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2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
www.union-bulletin.com
2026-06-26
Union-Bulletin
Wall Street drifts to a mixed finish after Micron soars and Apple drops
The U.S. stock market drifted to a mixed finish after several AI stocks veered back up the roller coaster, while Apple shares dropped after hiking prices on many of its products
By STAN CHOE
AP Business Writer Jun 25, 2026 0
1 of 7
People walk past a monitor showing Japan's Nikkei 225 index at a securities firm in Tokyo, Tue
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Cadence Design Systems says Jilin University students are using Cadence Fidelity CFD to design award-winning race cars. The company describes the technology as helping to optimize aerodynamics and accelerate every iteration.
Cadence Design Systems shares a video on how hands-on CFD is shaping future engineers. Details are available in the linked content.
CDNS is trading at $368.42, sitting below
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Stock market today: Dow rises, S&P 500 and Nasdaq slip as Micron soars, Apple drags Big Tech lower
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 1:02 PM PDT 2 min read
^DJI
+0.14%
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
^IXIC
-0.46%
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Trading disclosure
Stocks were mixed on Thursday as blowout earnings from Micron (MU) failed to deter a sell-off in Big Tech,
2026-06-26
www.cnbc.com
2026-06-26
CNBC
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report as vindication, saying “the beat and raise… ver
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Seventy percent. That's the share of global memory chip production that artificial intelligence (AI) data centers are expected to absorb in 2026. Set aside what that means for the companies supplying it for a moment and consider what it means for everything else in the tech realm. Smartphones, laptops, cars, medical devices, and televisions are all competing for the remaining 30% of a supply base
2026-06-26
letsdatascience.com
2026-06-26
Let's Data Science
INFRASTRUCTURE
semiconductors
ibm
sub 1nm
IBM debuts 0.7nm Nanostack with nearly 100B transistors
5 sources
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June 25, 2026
8.5
Relevance Score
Photo: storagereview.com · rights & takedowns
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IBM unveiled the world's first sub-1 nanometer chip technology on June 25, 2026, using a new 0.7nm "Nanostack" 3D transistor architecture (also called 7 angstrom). The chip packs nearly 100
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron earnings beat fuels hopes for Tech rally rebound
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:45 PM PDT
NVDA
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TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broade
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:27 PM PDT
MSFT
-3.45%
MU
+15.81%
QCOM
+3.84%
SNDK
+21.53%
WDC
+4.81%
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Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (M
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
FOX Business host Charles Payne discusses the technology company's performance on 'Making Money.'
Charles Payne and Ivana Delevska, Spear Invest CIO, dissect Micron Technology's Q3 FY26 earnings report, highlighting significant beats across all metrics. They emphasize the role of strategic customer agreements in ensuring stable, long-term memory supply for AI, data centers, mobile, and automotive
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
For years, Qualcomm (
QCOM
+3.65%
) has been seen as a premium smartphone chipmaker that raked in billions from the mobile revolution. However, investors may be witnessing the beginning of a new chapter.
At yesterday’s investor day, the company unveiled ambitious plans to more than double its non-handset sales in just three years, to $40 billion. While total revenue growth doesn’t seem significan
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.87%
) and AMD (
AMD
+1.34%
) are the two largest producers of discrete GPUs. They both produce data center GPUs for the booming AI market.
However, Nvidia often attracts more attention than AMD because it controls more than 90% of the discrete GPU market. AMD, which tries to compete against Nvidia with its cheaper chips, only holds a single-digit share. Nvidia also generates most
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron Technology (
MU
+15.36%
) had a very good day on Thursday. Apple (
AAPL
5.74%
) did not. Those two facts may sound unrelated, but one move inspired the other quite directly. And they pulled the major market indexes in opposite directions today.
Micron surged 16% on Thursday after reporting blowout earnings, but the memory chipmaker's gain came at a cost for many other tech stocks. Micron s
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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Micron And SK hynix: The End Of Harsh Cyclicality May Be In Sight
Jun 25, 2026, 2:33 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockMETA, META:CA, ZMET:CA
, SKHY, DRAM
Ricardo Fernandez
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Micron Technology, Inc. delivered another earnings beat and raised guidance, signaling robust AI
2026-06-26
etfdb.com
2026-06-26
ETF Database
etfdb.com
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2026-06-26
tomshardware.com
2026-06-26
Bruno Ferreira
Microsoft increases Xbox Series console prices for the third time in two years — $100-$150 upswings on every model except the now-dead 2 TB version
2026-06-26
www.newswire.com
2026-06-26
Newswire.com
Vadzo Imaging Explains AR0234 vs AR0235: How to Choose the Right 2MP Global Shutter USB Camera for Speed-Critical Applications
PRESS RELEASE • JUN 25, 2026 18:00 UTC
2MP global shutter imaging at up to 120fps forms the common baseline for both the Onsemi AR0234 and the Onsemi AR0235 HyperLux SG, with the AR0234 delivering a 1/2.6-inch optical format at 3.0 µm pixel pitch and the AR0235 delivering
2026-06-26
hothardware.com
2026-06-26
HotHardware
IBM Just Shattered Moore's Law With Sub-1 Nanometer Chips
by Zak Killian — Thursday, June 25, 2026, 01:55 PM EDT
Comments
IBM today announced what it calls the world's first sub-1 nanometer chip technology, unveiling a new 0.7nm (7 angstrom) semiconductor process built around an entirely new transistor architecture dubbed "nanostack." The announcement is significant not only because it pushes se
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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