Semiconductor News & Analysis Feed
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2026-06-22
www.bloomberg.com
2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
深潮TechFlow
伯恩斯坦研报解读：明年 HBM 价格必翻 2 倍以上，存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读：明年 HBM
价格必翻 2 倍以上，存储成…
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道，洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
撰文：小饼
HBM 还在按年度合同锁价，普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂，造普通
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
GuruFocus
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2026-06-22
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2026-06-22
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In ad
2026-06-22
technologymagazine.com
2026-06-22
Technology Magazine
Two decades ago, South Korea’s SK Hynix was reeling through a debt crisis that left the company nearly bankrupt. In May, it entered the trillion-dollar club, matching the world's largest technology giants.
That milestone set the stage for SK Hynix claiming the ultimate throne in chipmaking, overtaking arch rival Samsung Electronics in total market value.
Now the world’s most valuable memory chi
2026-06-22
news.google.com
2026-06-22
CNBC
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Here is What Analysts Are Saying About ASML Holding (ASML)
Noor Ul Ain Rehman
Mon, June 22, 2026 at 5:09 AM PDT 2 min read
ASML.AS
-4.25%
ASML
-6.90%
Trade ASML on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the best AI memory stocks to buy in 2026. ASML Holding N.V. (NASDAQ:ASML) received a rating update from JPMorgan on June 3. The firm raised the price target on the s
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron (MU) Appoints Dr. Alexis Black Björlin to Board of Directors
Noor Ul Ain Rehman
Mon, June 22, 2026 at 5:09 AM PDT 1 min read
MU
-9.48%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the best AI memory stocks to buy in 2026. Micron Technology, Inc. (NASDAQ:MU) announced on June 9 the appointment of Dr. Alexis Black Björlin to its board of directors. In
2026-06-22
www.venturesquare.net
2026-06-22
벤처스퀘어
Ingenious Jointly Develops AI Radar Healthcare Solution with Infineon and TESA
06/22/2026
Inzinious, an AI-based radar healthcare company, is partnering with a global semiconductor company to target overseas markets. Inzinious announced that it has signed a tripartite Memorandum of Understanding (MOU) with the German semiconductor company Infineon Technologies and the Thailand Embedded Systems As
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.techtimes.com
2026-06-22
Tech Times
By Richard L. Wells
Published: Jun 22 2026, 07:58 AM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-22
qz.com
2026-06-22
qz.com
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SK Hynix overtook Samsung Electronics on Monday to become South Korea's most valuable listed company, ending a 26-year run at the top for the consumer electronics and semiconductor giant.
At mar
2026-06-22
ca.investing.com
2026-06-22
Investing.com Canada
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2026-06-22
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2026-06-22
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2026-06-22
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Can Analog Devices Sustain Margin Expansion Throughout 2026?
Can Analog Devices Sustain Margin Expansion Throughout 2026?
3 min read
ADI
−8.26%
Analog Devices’ ADI margins have been improving for the past several quarters. In the second quarter of fiscal 2026, ADI posted a gross margin of 73%, up from 69.4% in the year-ago quarter. ADI’s adjusted operating margin was 49% in the sec
2026-06-22
www.trtworld.com
2026-06-22
TRT World
The market value of South Korean chipmaker SK Hynix briefly topped that of peer Samsung Electronics on Monday to make it the country's most valuable firm.
Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7 percent to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4 percent in Samsung Electr