Semiconductor News & Analysis Feed
600 articles
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.schaeffersresearch.com
2026-06-23
Schaeffer's Investment Research
Micron Technology Inc (NASDAQ:MU) is up 4.5% at $1,185.40 this afternoon, enjoying a pre-earnings lift, earlier touching a record high of $1,204.50. Now up 314% in 2026, MU continues to make noise in both the options pits and on Wall Street. MU is headed for a third-straight daily pop, while investors gear up for the company's fiscal third-quarter report, due out after the close on Wednesday.
Sho
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Micron Technology Stock Turn a $10,000 Investment Into $1 Million?
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 8:50 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
In just the past 12 months, Micron Technology (NASDAQ: MU) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosiv
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
In just the past 12 months, Micron Technology (
MU
13.08%
) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosive growth that has captivated investors. Entering trading this week, its valuation was approaching $1.3 trillion, making it one of the most valuable companies in the world.
The tech stock has already made many investors ric
2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-22
evertiq.com
2026-06-22
Evertiq
© Nokia
General | June 22, 2026
Nokia announces $30M semiconductor investment in Pennsylvania
Evertiq
The investment in advanced test and packaging (ATP) operations in Allentown, Pennsylvania, will increase domestic production capacity of the optical networking technologies that power scalable AI infrastructure connectivity in the US.
Nokia has announced a major expansion of its advanced test and
2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
NVIDIA Corporation $NVDA is Hayek Kallen Investment Management's 6th Largest Position
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Hayek Kallen Investment Management trimmed its NVIDIA stake by 6.2% in the fourth quarter, but NVDA still represented 4.1% of the fund’s portfolio and remained its 6th largest holding.
Wall Street sentiment remains bullish, with anal
2026-06-22
technode.global
2026-06-22
TNGlobal
Gobi Partners has invested in GreatAsic through multiple funds, including Gobi Dana Impak Ventures, a fund backed by Khazanah Nasional Berhad through Dana Impak, as part of GreatAsic‘s recently closed $6.9 million Pre-Series A round led by Vertex Ventures Southeast Asia and India.
In a statement of Monday, Malaysia-based venture capital firm Gobi Partners said the investment supports Dana Impak’s
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-22
digitimes.com
2026-06-22
Taiwan's investment office, InvesTaiwan, under the Ministry of Economic Affairs, has approved expanded Taiwan investment plans from four companies, led by MSScorps, which will invest NT$1.5 billion (US$47.4 million) and is filing for the third time. The company plans to add production lines and adopt AI technology at its Hsinchu, Tai Yuen Hi-Tech Industrial Park, and Southern Taiwan Science Park (
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.aol.com
2026-06-22
AOL.com
The Entire Micron Investment Thesis Comes Down to This One Number
LAWRENCE NGA, THE MOTLEY FOOL
Mon, June 22, 2026 at 4:20 AM GMT+8
0
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Most investors believe Micron (
MU
+6.34%
) must sell memory into more artificial intelligence (AI) servers to keep growing. That sounds reasonable.
After all, the artificial intelligence boom has sparked a massive wave of spending on data centers. Technology companies continue to build the infrastructure needed to train and run increasingly powerful AI models.
But investors may be focusing on t