Semiconductor News & Analysis Feed
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2026-07-02
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2026-07-01
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The tech sector emerged as a clear winner in the first half of 2026. But while U.S. Big Tech stocks enjoyed strong gains — despite a sharp sell-off at the end of June — they were largely outperformed by their international counterparts.
Of MSCI’s sector-specific indexes, the index covering large and mid-cap emerging markets technology stocks was the best performer in the first six months of the
2026-07-01
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2026-07-01
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2026-07-01
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2026-07-01
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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
2026-07-01
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2026-07-01
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Chipmakers not named Nvidia
soared in the second quarter as investors widened their artificial intelligence portfolios, with Micron
and Intel
more than tripling in value and Advanced Micro Devices
not far behind.
Those three companies gained about $2 trillion in combined market cap in the period and are now the 10th, 11th and 12th most valuable U.S. tech companies.
While AI chipmaker Nvidia
2026-07-01
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2026-07-01
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Semiconductor stocks are about to complete their best quarter ever. And yet, the biggest chipmaker of them all — Nvidia
— has largely sat out the rally. To reignite its stock, Jim Cramer said Nvidia needs to open its checkbook and return more cash to investors.
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2026-07-01
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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Micron Technology
’s monster post-earnings rally is almost gone.
Shares of the maker of memory chips traded as low as $1,023.65 on Monday, down 18% from the 52-week high reached on Thursday. Monday’s session low is also nearly $25 below the stock’s closing level on Wednesday before Micron reported fiscal third-quarter revenues that blew past analyst expectations.
The sharp about-face has spurred
2026-06-30
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2026-06-30
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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Shares of Samsung Electronics
and SK Hynix
declined on Monday after South Korea unveiled sweeping artificial intelligence and semiconductor mega-projects expected to attract hundreds of billions of dollars in investment over the coming years.
Samsung Electronics’ stock was down 4.8%, while SK Hynix erased early losses of a near 6% decline to fall 1.6%.
President Lee Jae Myung announced plans t
2026-06-27
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2026-06-27
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Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections.
Then came the memory crunch, which has driven up the cost to produce practically every electronic device on
2026-06-27
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2026-06-27
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2026-06-27
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