Semiconductor News & Analysis Feed
1687 articles
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of what CEO Jensen Huang calls “the buildout of AI factories, the largest infrastructure expansion in human history.”
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Data Center revenue hit $75.25 billion in Q1 FY27, up 92% year over year. Yet shares are up just 13.11% year to date and trading at $210.69. Can NVIDIA reach $400 per share by 2029? The path exists, but i
2026-06-22
blockonomi.com
2026-06-22
Blockonomi
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2026-06-22
tomshardware.com
2026-06-22
Luke James
DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.
2026-06-22
www.moomoo.com
2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
m.techflowpost.com
2026-06-22
深潮TechFlow
伯恩斯坦研报解读：明年 HBM 价格必翻 2 倍以上，存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读：明年 HBM
价格必翻 2 倍以上，存储成…
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道，洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
撰文：小饼
HBM 还在按年度合同锁价，普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂，造普通
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
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2026-06-22
Investing.com Canada
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2026-06-22
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2026-06-22
Investing.com
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2026-06-22
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2026-06-22
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Can Analog Devices Sustain Margin Expansion Throughout 2026?
Can Analog Devices Sustain Margin Expansion Throughout 2026?
3 min read
ADI
−8.26%
Analog Devices’ ADI margins have been improving for the past several quarters. In the second quarter of fiscal 2026, ADI posted a gross margin of 73%, up from 69.4% in the year-ago quarter. ADI’s adjusted operating margin was 49% in the sec
2026-06-22
stockinvest.us
2026-06-22
StockInvest.us
stockinvest.us
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2026-06-22
www.prnewswire.com
2026-06-22
PR Newswire
Valens Semiconductor Appoints Karine Pinto-Flomenboim as Chief Financial Officer
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Valens Semiconductor
Jun 22, 2026, 06:30 ET
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HOD HASHARON, Israel, June 22, 2026 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN), a leader in high-performance connectivity, today announced the appointment of Karine Pinto-Flomenboim as Chief Financial Officer (CFO), effecti
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Valens Semiconductor Appoints Karine Pinto-Flomenboim as Chief Financial Officer
PR Newswire
Mon, June 22, 2026 at 3:30 AM PDT 5 min read
VLN
-9.84%
HOD HASHARON, Israel, June 22, 2026 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN), a leader in high-performance connectivity, today announced the appo
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron earnings, PCE data, gas prices: What to watch this week
Jake Conley · Breaking Business News Reporter
Mon, June 22, 2026 at 3:00 AM PDT 7 min read
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2026-06-22
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2026-06-22
Investing.com
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2026-06-22
www.msn.com
2026-06-22
MSN
Confirmed price hikes: Tim Cook says rising memory costs make Apple product price increases 'unavoidable,' ending months of shielding customers.
Big iPhone jump: Analysts see iPhone 18 Pro starting at $1,299–$1,399, up $200–$300, with Ultra model potentially near $2,000.
AI-driven shortage: Global DRAM and NAND supplies are strained by AI data centers, pushing up costs and impacting the entire s
2026-06-22
www.msn.com
2026-06-22
MSN
Cook confirms hikes: Tim Cook says price increases are 'unavoidable' as memory costs soar, ending Apple’s ability to shield consumers.
iPhone 18 Pro impact: Analysts project a $1,299–$1,399 starting price for the iPhone 18 Pro, up to $300 more than the iPhone 17 Pro.
Industry-wide pressure: AI-driven demand for memory chips could raise global smartphone prices by up to 20%, hitting low-end devic
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
www.weex.com
2026-06-22
WEEX
NVIDIA executed a 10-for-1 stock split that took effect after the close on June 7, 2024, with shares trading on a split-adjusted basis from June 10, 2024. The mechanics were simple: the pre-split price of roughly $1,208 was divided by ten, so NVDA opened the next session near $120 per share, while every holder ended up with ten times as many shares. The total value of a position did not change on
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Memory-chip shortage drives up consumer prices as AI devours supply meant for your devices
Apple raises MacBook prices by up to $400 as data centers consume an ever-growing share of global memory prod