Semiconductor News & Analysis Feed
5347 articles
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
The AI Memory Supercycle Could Last Longer Than Investors Expect. That's Great News for Micron and Sandisk.
Marc Guberti, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
SNDK
-0.03%
NVDA
+0.37%
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Trading disclosure
The latest earnings for Micron (NASDAQ: MU) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 re
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
The latest earnings for Micron (
MU
+1.18%
) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 results showed that the biggest bulls underestimated the growth of the memory industry and that the supercycle is still in its early stages.
Even though Micron, Sandisk (
SNDK
+0.10%
), and other memory companies have mostly gone parabolic over
2026-06-28
tomshardware.com
2026-06-28
Bruno Ferreira
Claude and other AI agents fooled into running malware with just a minimal GitHub repository — ask the bot to initialize the project and you get hacked
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Western Digital (WDC) Stock Rallies As Micron’s $100 Billion AI Deals Lift Storage Demand
Bailey Pemberton
June 28, 2026 3 min read
WDC
+7.14%
MU
+0.94%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Micron reported strong AI memory results and secured multi year AI memory contracts worth a
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Wealth Management Partners LLC Sells 10,638 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wealth Management Partners LLC cut its NVIDIA stake by 6.3% in the first quarter, selling 10,638 shares and leaving it with 158,150 shares worth about $27.6 million. NVIDIA remains the firm’s second-largest holding at roughly 7.9% of its po
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Gunderson Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 4.4% in the first quarter, making TSM its largest holding at about 5% of the portfolio, worth roughly $12.0 million.
Seve
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Pictet Asset Management Holding SA Trims Stock Position in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management cut its Cadence Design Systems stake by 18.3% in the first quarter, selling 279,759 shares and leaving it with 1,247,222 shares valued at about $346.6 million.
Insiders also sold stock: CEO Anirudh Dev
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger.
Keith Speights, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Micron Technology's (NASDAQ: MU) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly upda
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Micron Technology's (
MU
+1.18%
) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly update were in place well before the memory chipmaker announced its results. I predicted that the stock would soar after its Q3 update and was proven right -- but that didn't require Nostradamus-like prophetic skills.
There was more exciting n
2026-06-28
www.investing.com
2026-06-28
Investing.com
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2026-06-28
vietnamnet.vn
2026-06-28
Báo VietNamNet
As Vietnam strengthens its policy framework, legal foundation, national strategy and science and technology programs for the semiconductor industry, one question remains: how can the country move further up the global semiconductor value chain?
From a practical perspective, turning chip designs into fully manufactured integrated circuits still faces significant obstacles.
According to the Minist
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Athena Wealth Management LLC Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Athena Wealth Management LLC increased its NVIDIA stake by 214.3% in the first quarter, buying 6,442 additional shares and bringing its total to 9,448 shares valued at about $1.65 million.
NVIDIA’s latest earnings beat expectations, with $1.87
2026-06-28
www.fxleaders.com
2026-06-28
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.telegraphherald.com
2026-06-28
TelegraphHerald.com
The thrill of the (treasure) hunt: Vendor-marke…
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
D-Wave’s
,
CHIPS
D-Wave’s $100 Million CHIPS Act Boost Carries a Dilutive Sting as Quantum Supremacy Debate Rages
28.06.2026 - 07:52:53 | boerse-global.de
D-Wave shares slide 16% in 30 days amid $100M CHIPS Act dilution threat, scientific dispute over quantum supremacy, and a bifurcated commercial outlook with orders surging but revenue dropping 81%.
D-Wave’s - D-Wave Quantum 28.06.2026 - Bild: üb
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Published on June 28, 2026 at 12:03 am by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 25, Deutsche Bank raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) to $1,550 from $1,500. It reiterated a Bu
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Vardah Gill
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen's Top 11 Dividend Stock Picks.
Why Micron Technology, Inc.'s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum
On June 25, Deutsch
2026-06-28
www.digitimes.com
2026-06-28
digitimes
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor...
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2026-06-28
news.google.com
2026-06-28
The Korea Herald