Semiconductor News & Analysis Feed

2 articles
2026-06-26
fortune.com 2026-06-26 Fortune
Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and maybe all of semiconductors — for years to come. The bears had been sharpening their claws all week. Korean semiconductor stocks had wobbled. Chatter about AI demand peaking was growing louder in the corridors of hedge funds and on trading desks from Midtown Manhattan to Tokyo’s Marunou
2026-06-23
www.forbes.com 2026-06-23 Forbes
BREAKING BUSINESS Global Tech Rout—Nvidia, Tesla, More—Hits Markets: Here’s What Fueled The Selloff ByTy Roush, Forbes Staff. Ty Roush is a breaking news reporter based in New York City. Follow Author Jun 23, 2026, 09:34am EDT TOPLINE Some of the largest chip and memory stocks fueled a selloff across global markets, as analysts pointed to “anxiety” ahead of Micron’s earnings amid investors pr