Semiconductor News & Analysis Feed
1692 articles
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology (
MU
5.50%
) has been one of the best performers in the S&P 500 (
^GSPC
0.57%
) year to date, with shares up 240%. The stock has become a popular way to participate in the artificial intelligence trade because the company is a key supplier of memory chips.
I think Micron will reach $1,500 per share after the company reports fourth-quarter financial results for fiscal 2027 (which
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
__fail__
2026-06-16
www.cnbc.com
2026-06-16
CNBC
Qualcomm
is working on over 40 designs of new AI devices, CEO Cristiano Amon told CNBC, as the chip designer prepares for a wave of “agents” across consumer electronics.
In a wide-ranging interview on CNBC’s “The Tech Download” podcast, Amon laid out his views on the changing role of smartphones and apps, why smart glasses could be the next major consumer device, new types of electronics that wi
2026-06-16
www.cnbc.com
2026-06-16
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
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2026-06-16
www.moomoo.com
2026-06-16
Moomoo
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2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-16
digitimes.com
2026-06-16
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used in semiconductor manufacturing. Limited short-term supply additions and low industry inventories are widening the supply-demand gap, triggering a rapid price increase.
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
2026-06-16
digitimes.com
2026-06-16
Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it, potentially benefiting Apple's suppliers such as Samsung Electronics and SK Hynix. The shift could drive both shipment growth and higher prices for mobile DRAM.
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-16
digitimes.com
2026-06-16
ASML, TSMC, and imec have demonstrated a major advance in the effort to bring two-dimensional (2D) semiconductor materials from research laboratories into high-volume semiconductor manufacturing. At the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits, the partners unveiled a 300mm wafer integration flow that produced both n-type and p-type 2D-material transistors at a 50nm contacted poly
2026-06-16
digitimes.com
2026-06-16
Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Informationreported, citing a person with direct knowledge of the deal. The two companies have discussed a price of US$8 billion to US$10 billion, the person said, a significant premium to Tenstorrent's last known valuation.
2026-06-16
digitimes.com
2026-06-16
Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing toward pilot production and mass manufacturing.
2026-06-16
news.google.com
2026-06-16
TradingView
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
Home
Earnings Analysis
Tech
Micron: Why Option Market Prices Key Risks Differently
Jun 15, 2026, 3:15 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockHXSCL, SSNLF, SSNHZ
Envision Research
Investing Group Leader
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Summary
Micron Technology, Inc. faces extreme bearish positioning in the options market, with a put/call open interest rat
2026-06-16
www.msn.com
2026-06-16
MSN
__fail__
2026-06-16
stocksdownunder.com
2026-06-16
Stocks Down Under
KEY POINTS
Micron makes a special memory chip (HBM) that AI computers need, and it is sold out for all of 2026.
The stock jumped about 11% on Monday to a record high near US$1,089, up more than 700% in a year, making it roughly a US$1.2 trillion company.
Experts strongly disagree: some see it rising to US$1,750, while others see it falling sharply from here.
The next big test is the company’s ear
2026-06-16
www.cnbc.com
2026-06-16
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-06-16
wccftech.com
2026-06-16
Wccftech
Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand for AI chips in the current buildout as memory production constraints have pushed prices up. The financial firm believes that the value of memory chips in the AI ecosystem will become the most impo
2026-06-16
easternherald.com
2026-06-16
The Eastern Herald
The Phone That Cost Twice as Much to Build: How the Chip Crisis Landed on Your Next Smartphone Bill
From Nvidia's AI supply agreements to the EU's Chips Act 2.0, the forces reshaping smartphone pricing are structural — and far from resolved.
BY TECHNOLOGY DESK
JUNE 15, 2026
Silicon carbide (SiC) chips, a key component in modern semiconductors, are at the centre of a structural global shortage. [I