Semiconductor News & Analysis Feed
452 articles
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
Micron’s (NASDAQ: MU)fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.
Leading tech giants, enterprises, and research labs globally are racing to implement existing infrastructu
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s HBM Surge Could Redefine the AI Growth Story
Thomas Hughes, MarketBeat
June 25, 2026 5 min read
NVDA
-1.39%
MU
-5.49%
MU NASDAQ
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Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points a
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro amid global memory chip shortage
AI-driven demand for memory chips is pushing component costs up by as much as 75%, and Tim Cook says absorbing those increase
2026-06-25
www.kedglobal.com
2026-06-25
KED Global
Samsung agrees to supply HBM4 to AMD; wider AI chip foundry alliance under discussion
Jun Young-hyun (left), head of Samsung’s device solutions division, and AMD CEO Lisa Su pose for a photo after signing an HBM4 chip supply MOU on March 18, 2026 Samsung Electronics Co. has agreed to supply its latest high-bandwidth memory chips to Advanced Micro Devices Inc. (AMD) –
2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Cantor Fitzgerald’s CJ Muse predicts Micron earnings growth through 2028
Analyst doubles Micron's price target to $1,500 as memory supply squeeze fuels bullish thesis for AI-driven semiconductor deman
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could
2026-06-24
www.trefis.com
2026-06-24
Trefis
Is Qualcomm Stock A Bet On AI’s Future Or A Hostage To The Smartphone’s Present?
June 24th, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
After a powerful run, the chipmaker is asking investors to look past today’s handset troubles toward a future in AI-powered cars and data centers.
Qualcomm (QCOM) has long been the engine inside the world’s smartphones, but after a s
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
TrueNorth maps AI investment cycle shifts to power semiconductors
NVIDIA's move to 800V power distribution is quietly reshaping where semiconductor dollars flow, and it's not GPUs anymore
2026-06-24
www.trefis.com
2026-06-24
Trefis
Micron Stock Is Cooling Off, But Its Business Is Running Hot
June 24th, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
The memory chip maker’s shares have pulled back, but its history of rewarding dip-buyers is hard to ignore.
Micron Technology (MU) finds itself in an enviable position. Management sees the company as one of the biggest beneficiaries of the AI bo
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Does Synopsys’ AI-Driven Multiphysics Fusion Platform Redefine the Bull Case for Synopsys (SNPS)?
Sasha Jovanovic
Wed, June 24, 2026 at 2:15 AM PDT 3 min read
SNPS
+2.11%
Trade SNPS on Coinbase
Trading disclosure
In June 2026, Synopsys launched its AI-driven Multiphysics Fusion platform, combining its electronic design automation tools with Ansys analysis to accelerate chip timing signoff and des
2026-06-24
itif.org
2026-06-24
Information Technology and Innovation Foundation (ITIF)
The Trump administration has imposed tariffs on semiconductor imports on national security grounds under Section 232 of the Trade Expansion Act. These tariffs would raise ICT prices and thereby lower ICT consumption and capital stocks, which would reduce economic growth and lower Americans’ living standards.
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
Polymarket prices 96% chance Micron beats earnings Wednesday
Prediction market bettors are nearly unanimous on Micron clearing the bar, but the real story is what comes after the number drops
2026-06-23
www.trefis.com
2026-06-23
Trefis
Micron Earnings Have Never Looked Better. Start Worrying.
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology’s stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion – among the largest single-year gains in the company’s four-decade trading history. The rally is driven by surging dem
2026-06-23
www.trefis.com
2026-06-23
Trefis
Qualcomm’s AI Pivot: Smarter Than It Looks
June 23rd, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has spent decades refining low-power computing.
That expertise is increasingly relevant as AI sp
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
Micron and SanDisk slide in premarket trade after South Korean stock market rout
A nearly 10% crash in South Korea's KOSPI index dragged US memory chip stocks down in sympathy, raising questions about
2026-06-23
www.trefis.com
2026-06-23
Trefis
Everyone Is Watching Applied Materials Stock's AI Boom. The Real Story Is in the Supply Chain.
The company is forecasting massive growth, but management has gone quiet on the one operational issue that's still deciding how fast they can actually run.
With its stock hitting all-time highs and soaring over 273.1% in the past year, Applied Materials (AMAT) seems to be the perfect story for the AI e
2026-06-23
www.trefis.com
2026-06-23
Trefis
How Will Micron Technology Stock React To Its Upcoming Earnings?
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology (NASDAQ:MU) is set to report its earnings on Wednesday, June 24, 2026. The company has $1.4 Tril in current market capitalization. Revenue over the last twelve months was $58 Bil, and it was operationally profitable with $28
2026-06-23
www.trefis.com
2026-06-23
Trefis
Own ON Semi For AI Power? NVIDIA Is Growing Faster And Costs Less.
June 23rd, 2026 by Trefis Team
ON
ON Semiconductor
For investors seeking exposure to the AI chip boom, NVIDIA’s proven hyper-growth surprisingly comes at a lower valuation than ON Semiconductor’s turnaround story.
If you own a semiconductor stock, you likely own it for one reason: the immense demand from the buildout of artificia