Semiconductor News & Analysis Feed
1673 articles
2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of 24 tracked companies posting positive year-over-year gains, according to monthly revenue filings compiled for the period. The results underscore continued downstream demand driven by AI-related chip shipments and a broader recovery in consumer electronics.
2026-06-23
digitimes.com
2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
digitimes.com
2026-06-23
Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron and its Red-Hot Earnings Charts
Tracey Ryniec
Mon, June 22, 2026 at 2:40 PM PDT 2 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
The first quarter of 2026 earnings season is over and the second quarter 2026 earnings season hasn't started yet. But there is a group of companies that report on the fiscal year who report earnings in between the various earnings seasons.
This week
2026-06-23
www.investopedia.com
2026-06-23
Investopedia
__fail__
2026-06-23
tomshardware.com
2026-06-23
Jake Roach
Motherboards are down to some unbelievable prices for Prime Day, which makes sense given how rough RAM prices are right now.
2026-06-23
www.tastylive.com
2026-06-23
tastylive
Micron stock has surged over 756% in the past year, making MU one of the best-performing large-cap stocks of 2026, fueled entirely by insatiable AI infrastructure demand for its memory chips.
Both Micron and SK Hynix have reported their entire 2026 HBM production is completely sold out, driven by the explosive memory requirements of next-generation AI accelerators like Nvidia's Blackwell B200 GPU
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Should You Buy, Hold, or Sell Micron Stock Ahead of Q3 Earnings?
Tirthankar Chakraborty
Mon, June 22, 2026 at 12:00 PM PDT 3 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
As Micron Technology, Inc. MU prepares to unveil its fiscal third-quarter 2026 results after the market close on June 24, investors will get a valuable insight into the trends in the memory market and the artificia
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-23
tomshardware.com
2026-06-23
Hassam Nasir
If you own an RX 7000 series GPU, you can update your graphics driver today and enjoy native FSR 4.1 in over 300 games thanks to INT8 fallback.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Backpack Just Tokenized Micron On Solana Two Days Before Its AI Memory Earnings Print
Anushka Basu
Mon, June 22, 2026 at 9:33 AM PDT 3 min read
MU
-13.18%
SOL-USD
-5.36%
Trade MU on Coinbase
Trading disclosure
Backpack Securities launched tokenized Micron stock on Solana ahead of the chipmaker's earnings report on Wednesday.
Each Micron token is backed 1:1 by a real Micron share, redeemable
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Stock Jumps 5% on Anthropic AI Deal Ahead of Earnings
Lockridge Okoth
Mon, June 22, 2026 at 9:19 AM PDT 3 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology (MU) shares climbed nearly 5% on Monday after the memory maker unveiled a strategic deal with Anthropic covering chip design, long-term supply, and an equity investment in the AI lab.
The announcement landed
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-23
www.schaeffersresearch.com
2026-06-23
Schaeffer's Investment Research
Micron Technology Inc (NASDAQ:MU) is up 4.5% at $1,185.40 this afternoon, enjoying a pre-earnings lift, earlier touching a record high of $1,204.50. Now up 314% in 2026, MU continues to make noise in both the options pits and on Wall Street. MU is headed for a third-straight daily pop, while investors gear up for the company's fiscal third-quarter report, due out after the close on Wednesday.
Sho
2026-06-22
qz.com
2026-06-22
qz.com
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2026-06-22
www.investopedia.com
2026-06-22
Investopedia
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron announces new Anthropic partnership ahead of Q3 earnings
Yahoo Finance Video
Mon, June 22, 2026 at 8:20 AM PDT
MU
-13.85%
ANTH.PVT
Trade MU on Coinbase
Trading disclosure
Memory chipmaker Micron Technology (MU) announced a new AI infrastructure partnership with private developer Anthropic (ANTH.PVT).
Yahoo Finance Tech Editor Dan Howley weighs in on this headline while outlining Wall Stre