Semiconductor News & Analysis Feed
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2026-06-25
www.investing.com
2026-06-25
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
NVIDIA (NVDA) in Spotlight for Facilitating France’s AI Advancement Efforts
Muhammad Ali Khalid
Wed, June 24, 2026 at 11:01 PM PDT 2 min read
NVDA
-0.50%
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Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 best robotics and automation stocks to invest in.
On June 17, NVIDIA Corp. (NASDAQ:NVDA) shared developments around the continued expansion of France's arti
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
No Stopping Micron For Now: Top Analysts Break Down Biggest Takeaways From Blowout Q3
Yuvraj Malik
Wed, June 24, 2026 at 11:00 PM PDT 4 min read
MU
-0.31%
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Trading disclosure
MU stock rallied 15% in overnight trading ahead of Thursday.
Analysts praised Micron's comments on the durability of memory chip demand, while retail traders said the results confirmed what was already f
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore, and Leonie Kidd in London. Welcome to another edition of CNBC’s Daily Open.
Semiconductor giant Micron has claimed an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But a new challenger has also entered the fray: South Korea’s SK Hy
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Micron
(
MU
1.32%
)
did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smashed third-quarter expectations and gave much better guidance than expected.
The results showed that the AI boom isn't slowing down and that memory shortages are expected to persist at least through 2028. Manage
2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
4 Blowout Numbers From Micron's Earnings Investors Need To See
Jeremy Bowman, The Motley Fool
Wed, June 24, 2026 at 10:05 PM PDT 3 min read
MU
-0.31%
NVDA
-0.50%
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Trading disclosure
Micron (NASDAQ: MU) did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smas
2026-06-25
www.bizjournals.com
2026-06-25
The Business Journals
www.bizjournals.com
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
SK Hynix jumps 12% on Micron earnings, $29B Nasdaq listing plan
Jun 25, 2026, 12:36 AM ETSK Hynix, Inc. (HXSCL) Stock, MU StockTSM, SSNLF, SFTBY
, TOELY, ATEYY, LSRCF
By: Arundhati Sarkar, SA News Editor
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SK Hynix (HXSCL) shares surged over 12% on Thursday after the South Korean semiconductor giant unveiled plans to raise as much as $29.4B through
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
wkzo.com
2026-06-25
WKZO
By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) – South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology’s quarterly results and forecast beat expectations, boosting optimism over AI-driven chip shortages.
South Korea’s SK Hynix also said on Wednesday it plans to raise up to $29.4 billion through a U.S. stock market listing, boosting investo
2026-06-25
www.igorslab.de
2026-06-25
igor´sLAB
LATEST NEWS
ASE is building 15 new sites: Advanced Packaging is becoming the next major AI bottleneck
25. June 2026 06:00Samir Bashir
📖 Reading time: approx. 9 minutes · 1,647 words · 10,736 characters
In the case of AI chips, people like to talk about transistors, HBM bandwidth, and compute performance. Eventually, however, the GPU, memory, chiplets, and power supply must actually be assembled i
2026-06-25
www.wsj.com
2026-06-25
WSJ
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2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Shares of memory specialist Micron Technology (
MU
1.32%
) jumped about 16% in after-hours trading on Wednesday, climbing from about $1,049 at Wednesday's close to about $1,215, after the company reported a fiscal third quarter that topped even the most optimistic expectations on Wall Street.
The move snaps a fear-driven artificial intelligence (AI) sell-off that had weighed on chip stocks earlie
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
www.kedglobal.com
2026-06-25
KED Global
Samsung agrees to supply HBM4 to AMD; wider AI chip foundry alliance under discussion
Jun Young-hyun (left), head of Samsung’s device solutions division, and AMD CEO Lisa Su pose for a photo after signing an HBM4 chip supply MOU on March 18, 2026 Samsung Electronics Co. has agreed to supply its latest high-bandwidth memory chips to Advanced Micro Devices Inc. (AMD) –
2026-06-25
www.msn.com
2026-06-25
MSN
Earnings Call Insights: Micron Technology (MU) Q3 fiscal 2026
Management View
Mark Murphy (Executive VP & CFO) tied capital returns to cash durability, saying: "We're really pleased with the financial trajectory of the business... we are delivering record cash flow numbers." He added that after maintaining "appropriate excess cash," "the principal capital return we have will be share repurchase,"