Semiconductor News & Analysis Feed
705 articles
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Micron
CEO Sanjay Mehrotra said Tuesday that memory chipmakers aren’t the only ones to blame for the current supply-and-demand imbalance, which has recently led to price hikes for smartphones, computers and other consumer electronics.
Customers who drove a hard bargain in pricing in recent years also contributed to the squeeze, Mehrotra argued, suggesting that left the industry underinvested for
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron CEO Sanjay Mehrotra recently gave investors an update about the current market conditions.
There could be more supply becoming available by 2028.
Mehrotra, however, says it'll take "considerable time to improve" ongoing shortages.
10 stocks we like better than Micron Technology ›
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortag
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron's CEO Says This Is When There Could Be More Supply of Memory Products in the Market
David Jagielski, CPA, The Motley Fool
June 30, 2026 3 min read
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The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortage might end. If it's soon, and more supply will become available in the near futu
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
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2026-06-30
www.chosun.com
2026-06-30
조선일보
By Soonchan Park
Published 2026.06.30. 18:02
Updated 2026.07.01. 10:16
Samsung Electronics Vice Chairman Jun Young-hyun announces an investment plan at the Southwest Region Advanced Industry Development Vision National Report Meeting held at the Gwangju Kim Dae-jung Convention Center on the 30th. /News1
On June 30, CEOs of Samsung Electronics and SK Hynix, Jun Young-hyun and Kwak Noh-jung, anno
2026-06-30
www.foxbusiness.com
2026-06-30
Fox Business
Invest Diva CEO Kiana Danial discusses her market predictions in the AI and space races on 'Making Money.'
Invest Diva CEO Kiana Danial provides market insights on Rocket Lab's acquisition of Iridium, emphasizing the strategic importance of spectrum and satellite networks. She also analyzes the performance of tech giants like Nvidia, calling it the "engine" of the A.I. economy, Micron as the "fue
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NVIDIA (NVDA) CEO Says National Security Takes Priority Over Commercial Opportunity
Talha Qureshi
June 29, 2026 2 min read
NVDA
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NVIDIA Corporation (NASDAQ:NVDA) is one of the Stocks That Will Make You Rich Over the Next 3 Years. On June 24, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang made clear that national security take
2026-06-29
www.allaboutcircuits.com
2026-06-29
All About Circuits
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2026-06-28
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2026-06-28
The Korea Herald
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
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2026-06-28
Benzinga
2026-06-27
eetimes.com
2026-06-27
Silicon photonics has spent years waiting for its moment. According to Lightmatter CEO Nick Harris, that moment has finally arrived.
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
2026-06-26
www.cnbc.com
2026-06-26
CNBC
ON Semiconductor
CEO Hassane El-Khoury defended the company’s core business, and shares notched their worst day since March 2020, after the sensing solutions company announced its largest acquisition ever.
The maker of components for the automotive industry on Thursday announced plans to buy edge AI and wireless connectivity solutions company Synaptics
in an all-stock deal to capitalize on phys
2026-06-26
www.cnbc.com
2026-06-26
CNBC
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2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
We tested both CPUs across gaming, rendering, encoding, efficiency, and pricing to see if the Ryzen 7 5800X3D can keep up with the newer Core i7-14700K with DDR4.
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
Qualcomm CEO and President Cristiano Amon discusses the company's diversification beyond mobile chips, its entry into data centers, the demand for AI spending, outlook on agentic AI and more on 'Mornings with Maria.'
Cristiano Amon, Qualcomm CEO Cristiano Amon joins 'Mornings with Maria' to detail the company's ambitious strategy to diversify into new markets like data centers, automotive, and ro
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand
Ananya Gairola
Fri, June 26, 2026 at 2:46 AM PDT 6 min read
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On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
Latest Business & Market News
Nvidia CEO sends serious wake up call to all Americans
Jensen Huang had something specific to say at Nvidia’s stockholder meeting. It was not about chips
Jun 25, 2026 5:45 PM EDT
By Hillary Remy
Markets, Tech, Personal Finance Writer
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When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s claim that “the next generation of millionaires will be carpenters, plumbers and electricians”. Rusk’s framing was blunter. “If I was a young man or young woman, I