Semiconductor News & Analysis Feed
187 articles
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Trump drops love-bomb on Micron while holding the stock — up 209% this year. Experts say it ‘undermines’ the system
Brian O’Connell
Sat, July 4, 2026 at 5:40 AM PDT 5 min read
MU
+1.11%
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Trading disclosure
It's nice to have friends in high places, and they don't get much higher than the White House.
Just ask Micron (NASDAQ:MU), the Idaho-based memory and storage solutions gia
2026-07-04
news.google.com
2026-07-04
moneywise.com
2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
AMAT
-6.46%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
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Applied Materials (AMAT) closed at $650.91 in the latest tradin
2026-07-02
www.thestreet.com
2026-07-02
thestreet.com
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
David Moadel
Wed, July 1, 2026 at 9:28 AM PDT 4 min read
INTC
-9.66%
AMD
-6.51%
2330.TW
+1.02%
TSM
-4.25%
NVDA
+0.71%
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Intel, AMD, and Taiwan Semiconductor shares dropped Wednesday after Bank of America flagged growing bubble risk in the AI trade.
Bank o
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%.
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The broad-based decline comes after Bank of America warned that bubble risk is
2026-07-01
www.chosun.com
2026-07-01
조선일보
By Lee Hai-woon
Published 2026.07.02. 00:31
Updated 2026.07.02. 09:51
On the 1st, the KOSPI closed down 2.04% at 8,303.41. Notably, Samsung Electronics and SK Hynix, the semiconductor "top two," fell 5.84% and 3.40%, respectively, with larger declines than the KOSPI. Earlier, on June 29, the government announced the "three mega projects," including the construction of semiconductor fabs (factori
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
David Moadel
Wed, July 1, 2026 at 8:21 AM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
^IXIC
-1.16%
^NDX
-1.77%
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MU, SNDK, and WDC shares gave back gains on Wednesday, dropping after massive year-to-date price rallies.
Citrini Researc
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower.
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The Roundhill Memory
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
A research firm says that PC deliveries for the first quarter of 2026 fell by 7%, with the entire industry expected to ship 14.4% less units for the entire year.
2026-07-01
news.google.com
2026-07-01
Android Authority
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Texas Instruments (TXN) Drops From Value Indexes And Joins Russell Top 50
Bailey Pemberton
June 30, 2026 4 min read
TXN
-3.36%
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Texas Instruments (NasdaqGS:TXN) has been removed from several value and defensive indexes
2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
INFRASTRUCTURE
nvidia
rubin ultra
chiplets
packaging
Nvidia drops quad-die Rubin Ultra for dual-die
4 sources
|
June 30, 2026
|
By LDS Team
7.2
Relevance Score
Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
QUICK SUMMARY
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Nvidia canceled a planned quad-die version of its Rubin Ultra AI accelerator and moved to a dual-die design, citing "manufacturing execution concerns," Tom's Hardware