Semiconductor News & Analysis Feed
3722 articles
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
AI Memory Bottleneck: This Sizzling ETF Lets You Buy Micron, Sandisk, SK Hynix, and Samsung for Less Than $100
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 6:53 AM PDT 4 min read
MU
+8.83%
SNDK
+5.69%
000660.KS
+6.42%
005930.KS
+4.50%
NVDA
+2.53%
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Trading disclosure
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastru
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastructure space. Also known as the memory wall, this bottleneck occurs when the performance of an AI accelerator, such as a graphics processing unit (GPU), is constrained by slower memory.
As a result, companies designing AI accelerator chips have been turning to high-speed, high-bandwidth memory (HBM) c
2026-06-15
www.forbes.com
2026-06-15
Forbes
Today’s Stocks
Berkshire Hathaway
BRK.B
$490.48
+1.23
(0.25%)
JPMorgan Chase
JPM
$321.54
+0.82
(0.25%)
Visa
V
$324.97
+2.58
(0.80%)
Eli Lilly & Co
LLY
$1,124.31
-8.69
(-0.77%)
Mastercard
MA
$491.68
+1.70
(0.35%)
Exxon Mobil
XOM
$139.42
-7.59
(-5.17%)
Costco Wholesale Corp
COST
$978.29
-4.06
(-0.41%)
Johnson & Johnson
JNJ
$237.44
-3.43
(-1.42%)
Procter & Gamble
PG
$149.73
+0.12
(0.08%)
Home Depot
H
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Micron and Western Digital Climb 8%, SanDisk Rises 6% on Iran Truce
David Moadel
Mon, June 15, 2026 at 6:28 AM PDT 4 min read
MU
+8.37%
SNDK
+5.60%
000660.KS
+6.42%
WDC
+13.27%
STX
+8.20%
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Trading disclosure
Quick Read
Micron and Western Digitals surged 8% and SanDisk gained 6% on the Iran peace deal, stocks already up 244% and 734% YTD on AI memory demand.
The DRAM ETF
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Memory and storage stocks are surging on the morning of Monday, June 15, after news of a U.S.-Iran peace agreement reopened risk appetite across global equities. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 8% to around $1,060 in early action, climbing back above the $1,000 level.
Video Muted
Western Digital (NASDAQ:WDC) stock is up 8% to $607, while SanDisk (NASDAQ:SNDK) shar
2026-06-15
news.google.com
2026-06-15
Stock Titan
2026-06-15
www.gurufocus.com
2026-06-15
GuruFocus
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2026-06-15
www.citybiz.co
2026-06-15
citybiz
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CHARLOTTE RALEIGH, GLOBAL PEOPLE, GENERAL BUSINESS
Wolfspeed Names Semiconductor Industry Veteran Dan Whalen Vice President of Investor Relations
JUNE 15, 2026
Dan Whalen
Wolfspeed, Inc. (NYSE: WOLF) has appointed Daniel “Dan” Whalen as Vice President of Investor Relations, effective June 15, as the silicon carbide technology company seeks to strengthen engagement
2026-06-15
eetimes.com
2026-06-15
As Rapidus signs an MoU with the UK Semiconductor Centre (UKSC), EE Times speaks exclusively with the UKSC's new CEO, Andy McLean.
2026-06-15
www.msn.com
2026-06-15
MSN
Citi raised the price targets on Texas Instruments (TXN) and ON Semiconductor (ON), while separately highlighting the implications of the 800V Direct Current, or DC, transition for its analog and connector coverage.
"We are most constructive on TXN, driven by expected share gains in data center power starting in 2H26, and continue to favor MPWR on sustained share gains in Enterprise Data and Comm
2026-06-15
www.engineering.com
2026-06-15
Engineering.com
www.engineering.com
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2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new high territory that really just didn’t stop at all. If you waited for confirmation, confirmation
2026-06-15
sg.finance.yahoo.com
2026-06-15
Yahoo Finance Singapore
Is Trending Stock Micron Technology, Inc. (MU) a Buy Now?
Zacks Equity Research
Mon, 15 June 2026 at 6:00 am GMT-7 5 min read
MU
+8.77%
^GSPC
+1.59%
Micron (MU) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this chipmaker have return
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
__fail__
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
AUSTIN, Texas, June 15, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The global race to build artificial intelligence infrastructure has triggered a capital spending surge unlike anything the technology sector has seen in a generation. Hyperscalers are committing hundreds of billions of dollars to data centers, global semiconductor sales hit $791.7 billion in 2025 and are projected to a
2026-06-15
www.thelec.net
2026-06-15
thelec.net
SurplusGLOBAL headquarters in Yongin, South Korea. (Photo: THE ELEC)
SurplusGLOBAL said on June 15 that it has registered multiple patents in Korea related to semiconductor process equipment.
The newly registered patents include three technologies related to atomic layer deposition (ALD) equipment, wafer transfer, and wafer loading systems used in semiconductor manufacturing. SurplusGLOBAL plans
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
4 min read
MU
+8.29%
AMKR
+1.72%
Amkor Technology AMKR and Micron Technology MU are emerging as key beneficiaries of the accelerating AI infrastructure buildout. As AI workloads become increasingly compute-intensive, demand is rising not only for advan
2026-06-15
sg.finance.yahoo.com
2026-06-15
Yahoo Finance Singapore
Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
Kashvi Chandgothia
Mon, 15 June 2026 at 5:49 am GMT-7 5 min read
MU
+9.25%
AMKR
+2.55%
Amkor Technology AMKR and Micron Technology MU are emerging as key beneficiaries of the accelerating AI infrastructure buildout. As AI workloads become increasingly compute-intensive, demand is rising not only for advanced memory solutions but al
2026-06-15
www.thelec.net
2026-06-15
thelec.net
Justerk Co-CEO Choi Dong-soo speaks during an IPO press conference in Yeouido, Seoul on June 15. (Photo: THE ELEC)
Justerk, a precision motion-control system specialist, is expanding its focus on new growth businesses, shifting away from displays toward semiconductors and aerospace.
Choi Dong-soo, co-chief executive officer of Justerk, said during the company's IPO press conference in Yeouido, S