Semiconductor News & Analysis Feed
1686 articles
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
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2026-07-01
www.techbuzz.ai
2026-07-01
The Tech Buzz
Micron Technology CEO Sanjay Mehrotra just dropped a truth bomb about why the memory chip industry can't keep up with AI demand. Years of customers squeezing suppliers on price left chipmakers chronically underinvested in new capacity, he revealed in remarks to CNBC. The admission comes as memory prices surge and tech giants scramble for high-bandwidth memory chips essential for AI data centers.
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
Micron
CEO Sanjay Mehrotra said Tuesday that memory chipmakers aren’t the only ones to blame for the current supply-and-demand imbalance, which has recently led to price hikes for smartphones, computers and other consumer electronics.
Customers who drove a hard bargain in pricing in recent years also contributed to the squeeze, Mehrotra argued, suggesting that left the industry underinvested for
2026-07-01
news.google.com
2026-07-01
Android Authority
2026-07-01
www.barchart.com
2026-07-01
Barchart.com
Engineer holding computer microchip by LIGHTFIELD STUDIOS via Adobe Stock
A class-action lawsuit filed on June 25 in a U.S. court has named Micron Technology (MU), Samsung Electronics, and SK Hynix in an anti-trust case over alleged DRAM price fixing. The claim is that these three companies, which control most of the global DRAM market, cut back production of older DDR3 and DDR4 chips while shif
2026-07-01
eciks.org
2026-07-01
eciks.org
Class action lawsuit accuses Samsung, SK Hynix, Micron of DRAM price-fixing
Published on 30 June 2026 at 4:45 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 265 times
© Class action lawsuit accuses Samsung, SK Hynix, Micron of DRAM price-fixing
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Samsung Electronics, SK Hynix, and Micron Technology face a federal class action lawsuit alleging the three memory c
2026-07-01
www.techtimes.com
2026-07-01
Tech Times
By Allen Lee
Published: Jun 30 2026, 4:12 PM EDT
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This illustration photo shows a stick of RAM (random-access memory) resting on an open laptop in Los Angeles, February 4, 2022. CHRIS DELMAS/GETTY IMAGES
A group of U.S. consumers and small businesses has filed an antitrust class-action lawsuit
2026-07-01
www.trefis.com
2026-07-01
Trefis
Applied Materials Stock Is Priced For Perfection
June 30th, 2026 · by Trefis Team
AMATYTD+131.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze AMAT →
After a historic run, the biggest threat to the chip-equipment giant isn’t a lack of demand but the immense difficulty of executing flawlessly when expectations are this high.
If you hold Applied Materials (AMAT) stock, you’ve been rewarded for believing in th
2026-07-01
www.pcmag.com
2026-07-01
PCMag
UPDATE 7/1: Supermicro denies that its offices in Taiwan were raided by local authorities. But the company says four Supermicro Taiwan employees were held for questioning.
"Let me also correct one point that has been widely misreported: Supermicro’s offices in Taiwan were not raided by any government authorities. Rather, this week’s events reflect our ongoing collaboration with Taiwanese authorit
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has delivered one of the most extraordinary first halves in semiconductor history, with shares up 301.46% year to date through June 29, 2026. After a run like that, the question is whether anything is left in the tank.
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My 24/7 Wall St. price target for Micron is $1,013.82, implying -11.48% downside from $1,145.28. Combined with extr
2026-07-01
www.aol.com
2026-07-01
AOL.com
Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?
RICH DUPREY
Jun 30, 2026
0
Micron
Quick Read
A new lawsuit accuses Micron, Samsung, and SK hynix of coordinating production cuts to artificially inflate prices. The three companies together control 90% of the global memory market.
Micron's HBM is sold out through 2026, meeting only 50 to 66 percent of demand. This
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
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2026-06-30
www.pcmag.com
2026-06-30
PCMag
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
www.pcmag.com
2026-06-30
PCMag UK
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
en.tempo.co
2026-06-30
Tempo.co English
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2026-06-30
www.tradingview.com
2026-06-30
TradingView
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GuruFocus
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Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
ca.finance.yahoo.com
2026-06-30
Yahoo! Finance Canada
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
-0.14%
MU
-5.46%
Shutterstock.com
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook laying the blame on the comp
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
-0.17%
MU
-5.52%
Explore stocks on Coinbase
Trading disclosure
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook
2026-06-30
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
Micron’s (MU) Memory Boom Is Not Over, But Here’s What Analysts Think Of The Stock Price
Jabran Kundi
30 June 2026 2 min read
MU
-5.35%
Micron Technology Inc. (NASDAQ:MU) is one of the 10 AI Stocks That Are Surging. On June 15, TD Cowen raised the firm's target price on Micron Technology Inc. (NASDAQ:MU) from $660 to $1500 and maintained a Buy rating on the stock. The firm remained optimistic abo