Semiconductor News & Analysis Feed
10682 articles
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Multiverse Computing Launches Pulsar 16B Reasoning Model Powered by NVIDIA (NVDA) Architecture
Maham Fatima
June 27, 2026 2 min read
NVDA
+0.37%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the best future stocks to buy and hold for 10 years. On June 22, Multiverse Computing launched Pulsar 16B, an open reasoning model developed in collaboration with NVID
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
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Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles.
That transition has become a battleg
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
Bank of America resets Micron stock price target after earnings
Vuk Zdinjak
27 June 2026 4 min read
BAC
+1.99%
MU
+0.94%
^GSPC
+0.72%
INTC
+1.54%
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24.
The stock is up 313.14% year-to-date, at the time of writi
2026-06-27
tomshardware.com
2026-06-27
Jowi Morales
Several listings for Steam Machine pre-orders are being sold at markups so high that buyers will have to pay 140% to 167% above Valve's selling price.
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
www.aol.com
2026-06-27
AOL.com
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
RICH DUPREY
Sat, June 27, 2026 at 9:27 PM GMT+8
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AAPL's push to source chips from blacklisted CXMT poses little threat to MU, as CXMT produces only commodity DRAM, not HBM.
Apple's aggressive price negotiations during the last memory downturn discouraged supplier investment, directly contributing to the
2026-06-27
www.sphericalinsights.com
2026-06-27
Spherical Insights
According to market research firm Spherical Insights & Consulting, which has been actively tracking the semiconductor manufacturing equipment, compound semiconductor materials, LED production technologies, epitaxial wafer fabrication, gallium nitride (GaN) devices, advanced deposition systems, and optoelectronic manufacturing sectors for the last 10 years, the growing adoption of energy-efficient
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
Rich Duprey
June 27, 2026 5 min read
MU
+0.94%
AAPL
+1.31%
005930.KS
+2.75%
000660.KS
-3.38%
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Trading disclosure
Quick Read
AAPL's push to source chips from blacklisted CXMT poses little threat to MU, as CXMT produces only commodity DRAM, not HBM.
Apple's aggressive price negotiations durin
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
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The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of the biggest bottlenecks for AI infrastructure.
That shortage has helped lift Micron Technology (NASDAQ:MU | MU Price Prediction), Samsung Electronics, and SK hynix to record profi
2026-06-27
www.insidermonkey.com
2026-06-27
Insider Monkey
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10 Best Semiconductor Stocks to Buy According to Billionaires
Published on June 27, 2026 at 9:21 am by FATIMA GULZAR in Hedge Funds, News
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In this article, we will discuss: 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC’s Squawk on the Street that limited memor
2026-06-27
www.cnbc.com
2026-06-27
CNBC
Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections.
Then came the memory crunch, which has driven up the cost to produce practically every electronic device on
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
SK Hynix is set to debut on Nasdaq via ADRs on July 10, 2026, marking a strategic move to capitalize on its 58% global HBM market share. Benefiting from deep integration with Nvidia, the firm reported a 72% operating margin in Q1 2026. While its first-mover advantage in AI memory supports a favorable outlook, key risks include Samsung’s aggressive HBM4 competition, potential cooling in AI capital
2026-06-27
www.thestreet.com
2026-06-27
thestreet.com
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:KLIC
Kulicke And Soffa Industries (KLIC) Following Advanced Packaging Demand Is The Rally Already Priced In
June 27, 2026
Simply Wall St
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Advanced packaging demand puts Kulicke and Soffa Industries (KLIC) in focus
Kulicke and Soffa Industries (KLIC) is drawing fresh investor attention as strong demand for its Thermo Compression Bo
2026-06-27
tomshardware.com
2026-06-27
Luke James
Commodore has slashed the starting price of its Callback 8020 flip phone to $399, down from $499.
2026-06-27
tomshardware.com
2026-06-27
Mark Tyson
Enthusiast demos Microsoft’s newest OS running 'completely stable' on a Core 2 Quad Q6600, using a DDR1 motherboard, supported by an ATi Radeon HD 4650 AGP graphics card.
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron's Explosive Earnings Report: The 1 Mind-Boggling Number You Won't Want to Miss. (Hint: It Beats Nvidia.)
Adria Cimino, The Motley Fool
June 27, 2026 5 min read
MU
-5.49%
NVDA
-1.39%
AMZN
+0.40%
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Trading disclosure
Micron Technology (NASDAQ: MU) has wowed investors once again with an earnings report showing explosive growth. The company, like tech giants such as Nv
2026-06-27
www.digitimes.com
2026-06-27
digitimes
Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean equipment maker looks to broaden its advanced packaging business beyond TC bonders for high-bandwidth memory and supply...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time th
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Micron Technology (
MU
5.68%
) has wowed investors once again with an earnings report showing explosive growth. The company, like tech giants such as Nvidia and Amazon, is playing a key role in the artificial intelligence (AI) revolution, and we have seen this very clearly quarter after quarter.
While Nvidia offers chips that power AI, and cloud providers like Amazon offer capacity for workloads,