Semiconductor News & Analysis Feed
9658 articles
2026-06-27
phys.org
2026-06-27
Phys.org
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2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Memory chips are boring until they aren’t, and Wednesday afternoon they stopped being boring. Micron Technology (NASDAQ:MU | MU Price Prediction) guided fiscal fourth-quarter revenue to $50 billion, plus or minus $1 billion, against a Wall Street consensus parked around $43 billion.
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Bloomberg Tech host Ed Ludlow, on Bloomberg Businessweek Daily, summed up the move with a line that di
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Beat Wall Street and It ‘Reset the Entire Industry’
Omor Ibne Ehsan
Fri, June 26, 2026 at 9:55 AM PDT 4 min read
MU
+0.79%
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Micron (MU) guided Q4 revenue to $50B, roughly $7B above Wall Street consensus, sending the stock up 16% to an all-time high.
GAAP gross margins expanded from 38% to 85% year over year, a software-like profile dr
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro
2026-06-27
www.marketwatch.com
2026-06-27
MarketWatch
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2026-06-27
www.msn.com
2026-06-27
MSN
Applied Materials (AMAT) held a master class event this week, and much of the focus was on the company's positioning in dynamic random access memory and advanced packaging, Wall Street analysts said.
“In our view, these insights reflect broader tech trends reshaping the entire semi supply chain,” Susquehanna analyst Mehdi Hosseini wrote in a note to clients. “The rising complexity of next-gen DRA
2026-06-27
www.wired.com
2026-06-27
WIRED
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2026-06-27
www.nature.com
2026-06-27
Nature
Research Briefing
Published: 26 June 2026
Ultrashort light pulses can transform a semiconductor into a topological insulator
Nature Physics (2026) Cite this article
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The electronic structure of materials can be tailored using pulses of light, and through this so-called Floquet engineering, novel materials can be designed. Now, the technique has been us
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
Texas Instruments Inc (TXN) moved down by 3.84%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 3.74%; SanDisk Corporation (SNDK) down 7.45%; NVIDIA Corp (NVDA) down 0.72%.
On June 26, 2026, Texas Instruments experienced notable downward pressure and significant intraday volatility,
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The memory market is in the grip of what may be its worst supply shortage ever. Contract prices for conventional DRAM soared as much as 95% in the first quarter of 2026, and NAND flash prices have jumped sharply quarter after quarter, all because the artificial intelligence (AI) build-out is devouring every chip the industry can make.
When investors look for a way to play this tailwind, they usua
2026-06-27
developer.nvidia.com
2026-06-27
NVIDIA Developer
As context windows grow longer, moving large model weights efficiently becomes critical to performance. A common way to address this is quantization, an optimization technique that compresses model weights into a smaller data format. One quantization format is NVFP4, an innovative 4-bit floating point introduced with NVIDIA Blackwell architecture.
That’s the approach behind our new Nemotron 3 Ult
2026-06-27
letsdatascience.com
2026-06-27
Let's Data Science
FUNDING & BUSINESS
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onsemi
Onsemi acquires Synaptics in $7B all-stock deal
9 sources
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June 26, 2026
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By LDS Team
7.3
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Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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Onsemi and Synaptics agreed to an all-stock acquisition valued at approximately $7 billion, the companies announced in filings and press coverage (CNBC, Tom's Hardwa
2026-06-27
tomshardware.com
2026-06-27
Anton Shilov
Onsemi and Synaptics to merge in a bid to build comprehensive platforms for robotics, physical AI applications.
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
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AMD
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Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-27
tradersunion.com
2026-06-27
Traders Union
Nvidia (NVDA) stock is trading at $194.43 after a modest decline on the session. The price currently sits below its key moving averages and shows limited momentum within the day's range.
At Nvidia’s June 25, 2026 shareholder meeting, CEO Jensen Huang emphasized that the company would prioritize U.S. national security over commercial opportunities should any conflict arise from ongoing export rest
2026-06-26
www.chosun.com
2026-06-26
조선일보
By Sung Ho-chul
Published 2026.06.27. 00:52
Updated 2026.06.29. 09:34
Taiwan Semiconductor Manufacturing Co. (TSMC), a leading semiconductor company, is currently constructing a 3-nanometer (nm) semiconductor factory in Japan, not in its home country. The site is located in Kikuyomachi, Kumamoto Prefecture, a small city with a population of 44,000 in southern Kyushu, Japan. This follows the comp
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
tomshardware.com
2026-06-26
Jowi Morales
The U.S. government wants to ensure that its latest, most advanced AI tools can't be used against it.