Semiconductor News & Analysis Feed

325 articles
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 Share Copy Link Advertisement 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
2026-06-26
www.cnbc.com 2026-06-26 CNBC
ON Semiconductor CEO Hassane El-Khoury defended the company’s core business, and shares notched their worst day since March 2020, after the sensing solutions company announced its largest acquisition ever. The maker of components for the automotive industry on Thursday announced plans to buy edge AI and wireless connectivity solutions company Synaptics in an all-stock deal to capitalize on phys
2026-06-26
fortune.com 2026-06-26 Fortune
Micron may not be a household name but it may just be among the most important tech companies in the AI era, and definitely one with a surprising backstory.  On Thursday, the memory chipmaker reported an eye-popping 346% surge in quarterly revenue. As if that wasn’t enough, it reported a profit of $28.2 billion for the quarter, almost 15 times higher than the same quarter last year. By all accoun
2026-06-26
digitimes.com 2026-06-26
Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.
2026-06-26
www.cleveland.com 2026-06-26 Cleveland.com
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2026-06-26
fortune.com 2026-06-26 Fortune
Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and maybe all of semiconductors — for years to come. The bears had been sharpening their claws all week. Korean semiconductor stocks had wobbled. Chatter about AI demand peaking was growing louder in the corridors of hedge funds and on trading desks from Midtown Manhattan to Tokyo’s Marunou
2026-06-25
eetimes.com 2026-06-25
The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.
2026-06-25
www.cnbc.com 2026-06-25 CNBC
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2026-06-25
247wallst.com 2026-06-25 24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) have been the subject of intense debate this week after a roughly 13% sell-off rattled holders ahead of the company’s fiscal Q3 2026 earnings, scheduled for release today, June 24, after the market close. On CNBC’s Morning Call, Kevin Cassidy, Senior Research Analyst at Rosenblatt Securities, made the case that the pullback is due to “i
2026-06-24
www.chosun.com 2026-06-24 조선일보
By Park Ji-min Published 2026.06.25. 00:31 Samsung Electronics' 6th-generation high-bandwidth memory (HBM4). /Samsung Electronics Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the 6th-generation HBM4, according to industry insights. Following the world’s first shipment of HBM4 in February, the company is ramping up production to recover market s
2026-06-24
www.investing.com 2026-06-24 Investing.com
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2026-06-24
www.barchart.com 2026-06-24 Barchart.com
Nasdaq Times Square by Lucky Photographer via iStock September Nasdaq 100 E-Mini futures (NQU26) are up +0.40% this morning as investors bought the dip in technology stocks after a brutal selloff in the previous session. Nasdaq 100 futures were supported by a rebound in chip and AI infrastructure stocks. Arm Holdings (ARM) advanced over +4%, Micron Technology (MU) rose more than +3%, and Intel (
2026-06-24
www.datacenterdynamics.com 2026-06-24 Data Center Dynamics
Anthropic has signed a supply agreement with memory and storage company Micron. The deal follows Micron's investment in the generative AI company's Series H funding round. – Sebastian Moss Micron and Anthropic will analyze how memory and storage subsystems perform across various workloads and interact across the AI infrastructure stack. Anthropic said that this effort is expected to drive adva
2026-06-24
www.moomoo.com 2026-06-24 Moomoo
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2026-06-24
www.chosun.com 2026-06-24 조선일보
By Park Ji-min Published 2026.06.24. 14:44 Updated 2026.06.24. 15:36 Samsung Electronics' 6th-generation high-bandwidth memory (HBM4). /Samsung Electronics Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the 6th-generation HBM4, according to industry insights. This move follows the company’s global first shipment of HBM4 in February, signaling a s
2026-06-24
www.investing.com 2026-06-24 Investing.com
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2026-06-24
www.investing.com 2026-06-24 Investing.com
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2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
Stock Market Today, June 23: Micron Falls as South Korea-Led Memory Selloff Raises Earnings Stakes Eric Trie, The Motley Fool Tue, June 23, 2026 at 2:03 PM PDT 2 min read MU -0.02% ^IXIC +0.50% 000660.KS +0.98% 005930.KS +9.84% Trade MU on Coinbase Trading disclosure Micron Technology (NASDAQ:MU), an AI-focused memory and storage chipmaker, closed at $1,051.77, down 13.18%. The stock fell sharply
2026-06-24
eciks.org 2026-06-24 eciks.org
Micron stock drops 10% as BofA raises price target to $1,500 Published on 23 June 2026 at 4:56 pm • Written by Chris Martin • Reading duration : 2 minutes · read 1521 times © Micron stock drops 10% as BofA raises price target to $1,500 Share this post Micron Technology stock dropped 10% on Tuesday ahead of earnings as Bank of America raised its price target to $1,500 from $950, signaling sustai
2026-06-24
www.fool.com 2026-06-24 The Motley Fool
Collapse NASDAQ: MU Micron Technology Today's Change (-13.08%) $-158.47 Current Price $1052.91 MU YTD 1W 1M 3M 6M 1Y 5Y PRICE VS S&P KEY DATA POINTS Market Cap $1.2T Day's Range $1038.70 - $1125.00 52wk Range $103.38 - $1213.56 Volume 55.9K Avg Vol 50.8M Gross Margin 58.54% Dividend Yield 0.05% Micron Technology ( MU 13.08% ), an AI-focused memory and storage chipmaker, closed at $1,051.77, down