Semiconductor News & Analysis Feed
2935 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Beats Meta in Market Cap: Can It Catch Nvidia Next?
Darryn Pollock
Thu, June 25, 2026 at 10:59 PM PDT 3 min read
MU
+0.79%
NVDA
+2.63%
META
+0.12%
TSLA
+2.13%
Explore stocks on Coinbase
Trading disclosure
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla's market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% y
2026-06-26
beincrypto.com
2026-06-26
BeInCrypto
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla’s market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% year over year to $41.5 billion.
The result sent shares up 18.4% to $1,236, giving Micron a market capitalization of $1.398 trillion. Meta sat at $1.392 trillion. Tesla held just above at $1.4 trillion. It was the
2026-06-26
www.indexbox.io
2026-06-26
IndexBox
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2026-06-26
news.google.com
2026-06-26
조선일보
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
www.digitaltoday.co.kr
2026-06-26
디지털투데이
AI & Enterprise
China AI server chip market sees domestic share near 80 percent, narrowing Nvidia's footing
AI Summary
Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-26
digitimes.com
2026-06-26
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI data center investment helps lift wafer shipments, while pricing remains under pressure as capacity added during the last expansion cycle continues to weigh on the market.
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.
2026-06-26
digitimes.com
2026-06-26
Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused M7 Pro and M7 Max processors to market in 2027, according to a Bloombergreport citing people familiar with the matter.
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Thu, June 25, 2026 at 2:50 PM PDT 3 min read
CDNS
-1.12%
^GSPC
-0.01%
^DJI
+0.14%
^IXIC
-0.46%
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Trading disclosure
Cadence Design Systems (CDNS) closed the most recent trading day at
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
www.marketwatch.com
2026-06-26
MarketWatch
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2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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