Semiconductor News & Analysis Feed
5366 articles
2026-06-26
www.msn.com
2026-06-26
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-26
caliber.az
2026-06-26
Caliber.Az
Apple has increased prices for several iPad and MacBook models, citing a sharp rise in memory and storage chip costs fueled by the rapid expansion of artificial intelligence data centres, Reuters reports.
The price hikes, announced on June 25, do not affect the iPhone lineup but will impact a range of other consumer devices. Among the most notable changes is the MacBook Neo, Apple's entry-level l
2026-06-26
www.techtimes.com
2026-06-26
Tech Times
By Allen Lee
Published: Jun 25 2026, 1:09 PM EDT
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A man walks past the logo of Samsung Electronics displayed at the company's Seocho building in Seoul on April 7, 2026. JUNG YEON-JE/AFP VIA GETTY IMAGES
Samsung Electronics has put hard numbers behind a packaging bet it is making for next-genera
2026-06-26
gazettengr.com
2026-06-26
Peoples Gazette Nigeria
Apple hikes Macs, iPads prices by $200 amid global memory chip shortage
Globally, memory chips and storage prices have increased significantly as suppliers redirect production towards the demand for high-bandwidth memory used in AI servers.
FEMI AJANAKU • JUNE 25, 2026
Apple
Global tech giant Apple Inc. has increased the prices of its MacBooks and iPads by up to $200 a the company responds to t
2026-06-26
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-26
www.androidauthority.com
2026-06-26
Android Authority
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A compact 65W charger that can handle a phone, tablet, and even a smaller laptop is the kind of gear that earns a spot in your bag. The INIU 65W 3-Port GaN USB-C Charger is now available at a deep discount, making it an easy Prime Day 2026 deal to notice.
This charger uses a GaN design to keep the body smaller than many t
2026-06-26
www.androidauthority.com
2026-06-26
Android Authority
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Only a few years back, we were still looking forward to smartphone chips manufactured on a 2nm process as the next big thing. Fabrication advancements have now made 2nm chips a reality — so what’s next? Engineers have already been pushing the limits of physics for a while now, and although they’re probably going to come up
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, 25 June 2026 at 9:30 am GMT-7
AAPL
-6.15%
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean for consumers and Apple's hardware busine
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, June 25, 2026 at 9:30 AM PDT
AAPL
-4.55%
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Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support.
Video Muted
But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM).
The Intel Rally Has Outrun the Bu
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street
Alex Sirois
Thu, June 25, 2026 at 9:26 AM PDT 3 min read
2330.TW
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9984.T
+7.90%
TSM
-0.54%
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TSMC dominates AI chip manufacturing with 72% foundry market share, a 46% profit margin, and trades at just 30x forward
2026-06-26
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2026-06-26
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
3 min read
IFX
+3.08%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Goldman Sachs resets Micron stock target with a twist
Moz Farooque
Thu, June 25, 2026 at 9:06 AM PDT 5 min read
MU
+16.57%
GS
-0.73%
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Trading disclosure
Micron Technology's (MU) Q3 2026 earnings report landed on June 24, giving the AI trade a badly needed jolt.
Goldman Sachs had cautioned that the positioning was bullish, expectations were high, and the stock's huge run
2026-06-25
tomshardware.com
2026-06-25
The Editors of Tom's Hardware
The best Amazon Prime Day 2026 monitor sales, live round-the-clock coverage of all the best deals.
2026-06-25
www.investopedia.com
2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
www.msn.com
2026-06-25
MSN
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 above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the next six to eight quarters.
Micron's Q4 reven
2026-06-25
technext24.com
2026-06-25
TechNext.ng
Apple has raised prices on its MacBooks and iPads, citing a sharp surge in memory and storage chip costs driven by the artificial intelligence industry’s massive data centre buildout. This is a sign that even one of the world’s most powerful supply chains is not immune to the AI boom’s ripple effects.
The price hikes do not touch the iPhone, Apple’s biggest revenue driver, but they hit hardest at
2026-06-25
www.foreignpolicyjournal.com
2026-06-25
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is making an aggressive push into the AI data center market, unveiling a broad range of new products including AI accelerators, CPUs, memory technology, and software.
The company has already secured deals with major customers, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), with Meta signing a multigeneration agreement to deploy Qualcomm’s new Dragonfly C1000 C
2026-06-25
tippinsights.com
2026-06-25
tippinsights
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Apple has increased prices for several of its products, citing soaring memory and storage chip costs driven by the rapid expansion of artificial intelligence infrastructure, according to CNN.
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Effective immediately, the entry-level Neo MacBook now costs $699, up from $599, while the base iPad has risen to $449 from $349. The iPad Mini, Apple