Semiconductor News & Analysis Feed
5163 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
General Motors shares rise after securing long-term Micron chip supply
Fiona Craig
Wed, July 1, 2026 at 6:35 AM PDT 2 min read
GM
-2.34%
MU
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General Motors ©Shutterstock
GM strengthens semiconductor supply chain with Micron agreement
Shares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership
2026-07-01
www.etnownews.com
2026-07-01
ET Now
Denuclearization of Iran is progressing well, says US President Trump
Get the latest Business News, Stock Markets, IPO Companies News, Breaking News Events on ET Now. Watch all the big and small Share Market News on ET Now Live TV.
PM Modi's Australia visit 2026: Uranium deal, defence pact among major 18 outcomes - Full details from joint statement
IndiGo, Air India travel advisory: Heavy rain
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
China Is Coming For Micron's Thick Margins
Trefis Team
Wed, July 1, 2026 at 6:33 AM PDT 5 min read
MU
-4.71%
005930.KS
-6.25%
AAPL
-0.64%
000660.KS
-5.68%
NVDA
+0.71%
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Image by PublicDomainPictures from Pixabay
The Squeeze That Created An Opening
The proximate cause is the AI memory supercycle. Conventional DRAM contract prices surged between 93% and
2026-07-01
www.trefis.com
2026-07-01
Trefis
China Is Coming For Micron’s Thick Margins
July 1st, 2026 by Trefis Team
-34.10%
Downside
938
Market
618
Trefis
MU
Micron Technology
The memory industry is in the middle of an unprecedented boom.
AI servers are driving up unprecedented demand for high-bandwidth memory; supply remains tight, and DRAM prices have surged, forcing PC and smartphone makers to look beyond their traditional suppliers.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
finimize.com
2026-07-01
Finimize
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2026-07-01
beincrypto.com
2026-07-01
BeInCrypto
Advanced Micro Devices (AMD) stock has surged over 150% in 2026, and the big investors who once piled into Nvidia are now moving their money into AMD instead.
AMD Price Performance: Google Finance
The shift is showing up everywhere, from Wall Street trading desks to the crypto markets trading stock perps. To see why it matters, start with just how dominant Nvidia has been.
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2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, 1 July 2026 at 5:13 am GMT-7 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approxi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, July 1, 2026 at 5:13 AM PDT 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
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Micron Technology MU delivered a historic rally in the second quarter of 2026, with it
2026-07-01
www.technewsworld.com
2026-07-01
technewsworld.com
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2026-07-01
qz.com
2026-07-01
qz.com
Micron $MU -4.71% Technology, Intel $INTC -9.66%, and Advanced Micro Devices added roughly $2 trillion in combined market capitalization during the second quarter as investors expanded their AI holdings beyond Nvidia $NVDA +0.71%. By market capitalization, all three now rank among the top dozen U.S. technology companies, at positions 10, 11, and 12.
Of the three, Micron posted the steepest climb
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel, AMD stock surge Q2 2026 AI chip rally
Micron, Intel, AMD stock surge Q2 2026 AI chip rally · Quartz · I-HWA CHENG/AFP via Getty Images
Cris Tolomia
Wed, July 1, 2026 at 4:58 AM PDT 2 min read
MU
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INTC
-9.66%
AMD
-6.51%
NVDA
+0.71%
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Trading disclosure
Micron Technology, Intel, and Advanced Micro Devices added roughly $2 trillion in combined market cap
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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2026-07-01
www.axios.com
2026-07-01
Axios
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2026-07-01
moneywise.com
2026-07-01
moneywise.com
Dave Smith
Jul 1, 2026
Samsung Electronics and SK Hynix, two of the largest makers of memory chips on the planet, will invest a combined $590 billion alongside the South Korean government to build a sprawling new manufacturing complex in an effort to relieve the AI-driven shortage that has sent the price of computer memory soaring worldwide.
South Korean President Lee Jae Myung, standing alongsi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, SK Hynix To Build Four New Chip Plants As South Korea Unveils $520 Billion AI Push
Namrata Sen
Wed, July 1, 2026 at 4:00 AM PDT 6 min read
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Samsung Electronics Co., Ltd. and SK Hynix plan to build two new semiconductor fabrication plants each
2026-07-01
cnycentral.com
2026-07-01
WSTM
Children in five Central New York counties could receive a $250 investment toward their future under a new $250 million initiative announced Tuesday by Micron Technology.
The investment will be deposited into federal 530A child savings accounts, known as "Trump Accounts." The program includes children living in Onondaga, Oswego, Oneida, Madison and Cayuga counties, where Micron is investing becau
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.