Semiconductor News & Analysis Feed
10603 articles
2026-07-01
themachinemaker.com
2026-07-01
Machine Maker
themachinemaker.com
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2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
news.google.com
2026-07-01
marketscreener.com
2026-07-01
www.pcmag.com
2026-07-01
PCMag
UPDATE 7/1: Supermicro denies that its offices in Taiwan were raided by local authorities. But the company says four Supermicro Taiwan employees were held for questioning.
"Let me also correct one point that has been widely misreported: Supermicro’s offices in Taiwan were not raided by any government authorities. Rather, this week’s events reflect our ongoing collaboration with Taiwanese authorit
2026-07-01
www.wsj.com
2026-07-01
WSJ
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2026-07-01
tomshardware.com
2026-07-01
Andrew E. Freedman
Microsoft is further pruning its Surface line, with the Surface Laptop Go 3 and Surface Go 4 going out of stock without clear follow-ups.
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
Alex Sirois
June 30, 2026 3 min read
SNDK
-7.26%
MU
-4.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron crushed Q3 estimates by 18%, generated $18 billion in free cash flow, yet trades at only 9x forward earnings.
SanDisk's 26-bagger rally masks a $1.64 billion net loss, a 10% sequential consumer sa
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has Reddit calling it “the next play”.
Video Muted
The SanDisk Trade Has Nothing Left to Give
SanDisk went from $47.25 to $2,335 in twelve months. That is a 26-bagger in a commodity NAND business that just printed
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
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2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
30 June 2026 2 min read
MU
-4.71%
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.
The upward trend
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings esti
2026-07-01
news.google.com
2026-07-01
Seeking Alpha
2026-07-01
idahobusinessreview.com
2026-07-01
Idaho Business Review
idahobusinessreview.com
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2026-07-01
developer.nvidia.com
2026-07-01
NVIDIA Developer
NVIDIA Omniverse NuRec is a neural reconstruction pipeline for building high-fidelity 3D representations of real-world environments from multisensor data such as cameras and lidar. It is used to reconstruct dynamic scenes captured by autonomous vehicle (AV) and robotics platforms into simulation-ready digital environments that can be rendered, replayed, and analyzed inside NVIDIA Omniverse and rel
2026-07-01
www.aol.com
2026-07-01
AOL.com
Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?
RICH DUPREY
Jun 30, 2026
0
Micron
Quick Read
A new lawsuit accuses Micron, Samsung, and SK hynix of coordinating production cuts to artificially inflate prices. The three companies together control 90% of the global memory market.
Micron's HBM is sold out through 2026, meeting only 50 to 66 percent of demand. This
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
ng.investing.com
2026-06-30
Investing.com Nigeria
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2026-06-30
www.qualcomm.com
2026-06-30
Qualcomm
Scalable across SoCs. Portable across products. Ready to deploy.
When we introduced Qualcomm Linux in 2024, we made a set of commitments: a single unified Linux distribution across all Qualcomm Dragonwing IoT SoCs, an upstream-first development model, and a platform built for production. Qualcomm Linux 2.0 is evidence that our original promise continues to be kept and evolved to address customer
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
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