Semiconductor News & Analysis Feed
6422 articles
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
MU
-3.64%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
AEM vs UMS vs Frencken: The Ultimate 2026 Singapore Semiconductor Showdown
AEM vs UMS vs Frencken
Wilson H.
Fri, 26 June 2026 at 2:30 am GMT-7 6 min read
E28.SI
-7.19%
558.SI
-7.72%
AWX.SI
-6.83%
The global semiconductor industry has been on fire over the last few years, thanks to cloud computing and the advent of artificial intelligence (AI), which are driving the need for advanced semiconductor
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL
Zacks Equity Research
Fri, June 26, 2026 at 2:28 AM PDT 5 min read
MU
-3.64%
NOVN.SW
-0.35%
QCOM
-0.44%
MUU
-7.14%
CHPX
-3.67%
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For Immediate Release
Chicago, IL – June 26, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Re
2026-06-26
quantumzeitgeist.com
2026-06-26
Quantum Zeitgeist
DEEP TECH, TECHNOLOGY
IBM’s 7 Angstrom Chips Boost Efficiency by 70% Over 2nm
June 26, 2026
BY IVY DELANEY
IBM has unveiled a computer chip built with transistor nodes measuring 0.7 nanometers, or 7 angstroms wide. This achievement marks the first time transistors at this scale have been realized, surpassing the current industry standard of 2 nanometer chips. In a chip the size of a fingernail, t
2026-06-26
news.google.com
2026-06-26
Trefis
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances
Maham Fatima
Fri, June 26, 2026 at 1:04 AM PDT 1 min read
NVDA
-1.59%
AMZN
-3.14%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks for beginners to buy now. On June 23, NVIDIA and AWS partnered to simplify production-scale AI by enhancing compute
2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
HSBC raises Micron Technology target price to $1,700 from $1,100
The bank's latest upgrade caps a staggering series of revisions that have seen Micron's price target quintuple in 2026, fueled by insat
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained...
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Beats Meta in Market Cap: Can It Catch Nvidia Next?
Darryn Pollock
Thu, June 25, 2026 at 10:59 PM PDT 3 min read
MU
+0.79%
NVDA
+2.63%
META
+0.12%
TSLA
+2.13%
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Micron Technology briefly overtook Meta Platforms and nearly matched Tesla's market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% y
2026-06-26
www.electronicsweekly.com
2026-06-26
Electronics Weekly
__fail__
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Is Applied Materials (AMAT) Quietly Rewiring Its AI Moat With New DRAM And Packaging Tools?
Sasha Jovanovic
Thu, 25 June 2026 at 8:19 pm GMT-7 3 min read
AMAT
+13.42%
In recent days, Applied Materials introduced a new epitaxy system for DRAM, plus CMP, deposition and eBeam tools aimed at advanced 3D packaging and high-bandwidth memory to support next-generation AI chips.
This push ties front-end
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron (MU) Profit Soars 1,400%, Shares Rocket to Fresh High
Angelica Ballesteros
Thu, June 25, 2026 at 8:11 PM PDT 2 min read
MU
+15.81%
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Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 9 Stocks Winning by Double Digits.
Micron Technology soared to a new all-time high on Thursday, as investors gobbled up shares after reporting a stellar earnings performan
2026-06-26
www.firstpost.com
2026-06-26
Firstpost
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2026-06-26
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2026-06-26
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Applied Materials (AMAT) Launches New Chipmaking Systems, Soars to All-Time High
Angelica Ballesteros
Thu, June 25, 2026 at 8:07 PM PDT 2 min read
AMAT
+13.42%
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Trading disclosure
Applied Materials Inc. (NASDAQ:AMAT) is one of the 9 Stocks Winning by Double Digits.
Applied Materials climbed to a new all-time high on Thursday, as investors cheered its launch of a lineup of c
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
QCOM
+3.84%
NVDA
-1.59%
INTC
+0.73%
AMD
+2.60%
AVGO
-0.83%
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Image from Pixabay
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
www.trefis.com
2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun
2026-06-26
www.trefis.com
2026-06-26
Trefis
After A Large Run, Is Applied Materials Stock A Bet On AI’s Future or Yesterday’s News?
June 25th, 2026 by Trefis Team
-62.96%
Downside
668
Market
247
Trefis
AMAT
Applied Materials
The chip-equipment giant is at the center of an AI-fueled boom with unprecedented demand, but you’ll pay a steep premium for a stock whose biggest risk may be its own supply chain.
If you want to understand Applied Ma
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Nvidia Stock So Cheap? This Is the Only Plausible Answer
Jeremy Bowman, The Motley Fool
Thu, June 25, 2026 at 6:50 PM PDT 5 min read
NVDA
-1.59%
MU
+15.81%
SNDK
+21.53%
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Trading disclosure
For much of the AI boom, Nvidia (NASDAQ: NVDA) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed t
2026-06-26
eu.36kr.com
2026-06-26
36 Kr
Earning 26,400 yuan net per second, more profitable than NVIDIA, do you believe in "the light"?
爱范儿
2026-06-26 08:23
Micron is full, and global phone makers are falling.
The memory chip industry has long been infamous for the "pork cycle."
When production capacity is tight, the prices of DRAM and NAND skyrocket, prompting manufacturers to expand production. Once the new production capacity is re