Semiconductor News & Analysis Feed
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2026-06-26
www.localsyr.com
2026-06-26
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finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Micron (MU) Stock Soaring Today
Jabin Bastian
Thu, June 25, 2026 at 4:29 PM PDT 4 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Blowout Earnings Could Be Great News for Nvidia Investors
Daniel Sparks, The Motley Fool
Thu, June 25, 2026 at 4:03 PM PDT 4 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (NASDAQ: MU) just posted a quarter big enough to do exactly that -- and the read-through ma
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (
MU
+14.50%
) just posted a quarter big enough to do exactly that -- and the read-through may matter most for investors in Nvidia (
NVDA
1.86%
), whose artificial intelligence (AI) accelerators are built around the very memory Micron is scrambling to supply.
Micron's stock jumped about 16% as of this
2026-06-26
9to5mac.com
2026-06-26
9to5Mac
In an interview with The Wall Street Journal following a blockbuster earnings report, Micron Chief Business Officer Sumit Sadana implied that Apple played a role in the current memory crunch. Here are the details.
Micron says low prices discouraged investment
After the bell yesterday, Micron Technology reported a blockbuster fiscal third quarter, with revenue up 346% and its gross margin approac
2026-06-26
eetimes.com
2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Stocktwits
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ON Stock Falls 9% After-Hours While SYNA Soars 12% On $7B Synaptics Takeover
ON Stock Falls 9% After-Hours While SYNA Soars 12% On $7B Synaptics Takeover
2 min read
ON
+2.59%
SYNA
−3.45%
KEY POINTS:
The acquisition is expected to expand onsemi’s total addressable market to $243 billion by 2030, an increase of $30 billion, the company said.
The transaction is expected to be accr
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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TradingView
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Synaptics to Merge With onsemi in All-Stock Deal; Holders to Receive 1.35 onsemi Shares
Synaptics to Merge With onsemi in All-Stock Deal; Holders to Receive 1.35 onsemi Shares
Less than 1 min read
SYNA
−3.45%
Synaptics entered into an Agreement and Plan of Reorganization with onsemi under which Synaptics will merge into an onsemi subsidiary and become an indirect, wholly owne
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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TradingView
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onsemi to Acquire Synaptics in All-Stock Deal; 1.35 onsemi Shares Per Synaptics Share
onsemi to Acquire Synaptics in All-Stock Deal; 1.35 onsemi Shares Per Synaptics Share
Less than 1 min read
ON
+2.59%
onsemi entered into an Agreement and Plan of Reorganization to acquire Synaptics in an all-stock merger. Synaptics stockholders will receive 1.350 shares of onsemi common stoc
2026-06-26
www.investing.com
2026-06-26
Investing.com
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2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
Onsemi to acquire Synaptics in $7B all-stock deal, betting big on Edge AI
The semiconductor giant is paying a 19% premium to absorb Synaptics' edge computing and connectivity portfolio, expanding its
2026-06-26
pulse2.com
2026-06-26
Pulse 2.0
onsemi and Synaptics announced that they have entered into a definitive agreement under which onsemi will acquire Synaptics in an all-stock transaction.
The deal represents a total enterprise value of approximately $7 billion. Under the terms of the agreement, Synaptics stockholders will receive 1.350 shares of onsemi common stock for each Synaptics share.
The exchange ratio represents an approx
2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
https://www.techradar.com/best/best-macbook-pro
Apple hikes MacBook, iPad prices 20% amid AI-driven chip shortage
Second largest co
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Battle of the Artificial Intelligence (AI) Computing Companies: Is AMD, Broadcom, Nvidia, or Marvell the Best Stock to Buy Now?
Keithen Drury, The Motley Fool
Thu, June 25, 2026 at 1:37 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
AVGO
-0.83%
MRVL
+1.65%
Explore stocks on Coinbase
Trading disclosure
There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (NASDAQ: NVDA),
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (
NVDA
1.86%
), AMD (
AMD
+2.18%
), Broadcom (
AVGO
1.02%
), and Marvell (
MRVL
+1.49%
). These four can be split up into two groups: designers of broad-purpose computing chips and designers of narrow-purpose custom AI chips. Nvidia and AMD both make GPUs, which fall into the broad-purpose category, while Broadc
2026-06-26
www.tradingview.com
2026-06-26
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Reuters
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Onsemi to buy Synaptics in $7 billion all-stock deal
Onsemi to buy Synaptics in $7 billion all-stock deal
RefinitivLess than 1 min read
ON
+2.59%
SYNA
−3.45%
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2026-06-26
Investing.com Canada
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wmbdradio.com
2026-06-26
1470 & 100.3 WMBD
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts.
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