Semiconductor News & Analysis Feed
11604 articles
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
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
2026-06-26
www.msn.com
2026-06-26
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-26
caliber.az
2026-06-26
Caliber.Az
Apple has increased prices for several iPad and MacBook models, citing a sharp rise in memory and storage chip costs fueled by the rapid expansion of artificial intelligence data centres, Reuters reports.
The price hikes, announced on June 25, do not affect the iPhone lineup but will impact a range of other consumer devices. Among the most notable changes is the MacBook Neo, Apple's entry-level l
2026-06-26
timesofindia.indiatimes.com
2026-06-26
The Times of India
The TOI Business Desk is a vigilant and dedicated team of journalists committed to delivering the latest and most relevant business news from around the world to readers of The Times of India. The primary focus of the TOI Business Desk is to keep a watchful eye on the global business landscape, covering a wide spectrum of industries, markets, economic trends, in-depth analysis, exclusive reports a
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Shockwave Sends This AI Chip Stock Soaring
Nauman Khan
Thu, June 25, 2026 at 10:16 AM PDT 1 min read
SSNLF
0.00%
This article first appeared on GuruFocus.
SK Hynix (HXSCL) shares climbed more than 15% on Thursday after the South Korean chipmaker outlined plans for a U.S. listing and got a lift from stronger-than-expected results at Micron (NASDAQ:MU),
SK Hynix said it plans to issue 17.7
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Omor Ibne Ehsan
Thu, June 25, 2026 at 10:15 AM PDT 4 min read
AVGO
-0.62%
MU
+17.14%
NVDA
-2.33%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential.
NV
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU | MU Price Prediction) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural rather than a cyclical shift in
2026-06-26
cnycentral.com
2026-06-26
WSTM
Micron Technology, Inc. reported record financial results for its fiscal third quarter of 2026, driven by surging demand for memory and storage products tied to artificial intelligence and data center expansion.
The Boise-based semiconductor company said revenue for the quarter ended May 28 reached $41.5 billion, up from $23.9 billion in the prior quarter and $9.30 billion a year earlier.
Net in
2026-06-26
apnews.com
2026-06-26
AP News
Specialist Patrick King, left, and trader Dylan Halvorsen work on the floor of the New York Stock Exchange, Thursday, June 25, 2026. (AP Photo/Richard Drew)
NEW YORK (AP) — The U.S. stock market is drifting in mixed trading Thursday after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products.
The S&P 500 r
2026-06-26
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
Trade TSM on Coinbase
Trading disclosure
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-26
www.androidauthority.com
2026-06-26
Android Authority
Affiliate links on Android Authority may earn us a commission. Learn more.
A compact 65W charger that can handle a phone, tablet, and even a smaller laptop is the kind of gear that earns a spot in your bag. The INIU 65W 3-Port GaN USB-C Charger is now available at a deep discount, making it an easy Prime Day 2026 deal to notice.
This charger uses a GaN design to keep the body smaller than many t
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video
Thu, June 25, 2026 at 9:27 AM PDT
MU
+17.10%
^GSPC
+0.10%
NVDA
-2.25%
Explore stocks on Coinbase
Trading disclosure
Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and gro
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street
Alex Sirois
Thu, June 25, 2026 at 9:26 AM PDT 3 min read
2330.TW
0.00%
INTC
-1.30%
NVDA
-2.13%
9984.T
+7.90%
TSM
-0.54%
Explore stocks on Coinbase
Trading disclosure
Quick Read
TSMC dominates AI chip manufacturing with 72% foundry market share, a 46% profit margin, and trades at just 30x forward
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support.
Video Muted
But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM).
The Intel Rally Has Outrun the Bu
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
/
Stock Story
/
Why Is Micron (MU) Stock Soaring Today
Why Is Micron (MU) Stock Soaring Today
3 min read
MU
+16.39%
What Happened?
Shares of memory chips maker Micron
MU
jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked in $100 billion of contracts, and
2026-06-26
tomshardware.com
2026-06-26
Luke James
Riot Games has announced that it plans to let players stop its Vanguard anti-cheat from loading on startup.
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
/
EQS
/
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
3 min read
IFX
+3.08%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron's blowout earnings are a headache for Apple
Jared Blikre
Thu, June 25, 2026 at 9:19 AM PDT 2 min read
MU
+16.11%
AAPL
-4.84%
Explore stocks on Coinbase
Trading disclosure
Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
Investors are rewarding Micron (MU) for a global memory squeeze that has pushed pricing power