Semiconductor News & Analysis Feed
1359 articles
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON STOCK FACES JUNE 24 EARNINGS TEST AFTER AI MEMORY RALLY AND RECORD CLOSE
BY SHAN AHMED KHAN
NEW YORK, June 21, 2026, 17:03 EDT
Micron closed Thursday at $1,133.99, up 8.7%, before Nasdaq’s Friday Juneteenth closure extended the market break into the weekend.
The June 24 fiscal third-quarter report is being tr
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
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June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-21
news.futunn.com
2026-06-21
富途牛牛
__fail__
2026-06-21
news.google.com
2026-06-21
open.kg
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
www.thelec.net
2026-06-21
thelec.net
SK hynix participates in HPE Discover Las Vegas 2026. (Photo: SK hynix)
SK hynix announced on June 19 that it participated in Hewlett Packard Enterprise's HPE Discover Las Vegas 2026 (HPED 2026).
The event was held from June 15 to June 18 local time at the Venetian Convention Center in Las Vegas. At the exhibition, SK hynix strengthened its partnership with HPE and showcased a broad portfolio of
2026-06-21
hothardware.com
2026-06-21
HotHardware
SK Hynix Fires Back In The AI Memory Race With Next Gen 48GB HBM4E
by Zak Killian — Saturday, June 20, 2026, 02:28 PM EDT
Comments
SK hynix just announced the delivery of its 12-layer HBM4E memory samples to major hardware clients, intensifying the competition to supply the memory backbone for future AI accelerators. The new fat stacks of RAM represent a significant leap in data density and thro
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Memory stock prices have soared this year amid a shortage driven by artificial intelligence (AI). If you're looking for an easy way to invest in these stocks, a recently launched exchange-traded fund (ETF), the Roundhill Memory ETF (
DRAM
+5.23%
), holds the biggest names.
The ETF trades for about $72 as of June 17, so $100 is enough for more than 1.25 shares if your broker offers fractional trad
2026-06-21
glavnoe.in.ua
2026-06-21
Головне в Україні
iPhone 18 Pro Could Rise to $1,399 Amid Memory Chip Shortage
Serhii Bordovskyi
20 june 2026 20:25
read in ukrainian →
Illustrative photo: MacRumors
Apple may significantly raise prices for its future iPhone lineup due to rising memory chip costs. Analysts estimate that the starting price of the iPhone 18 Pro could reach $1,399. MacRumors reported this, citing an analysis by The Wall Street Journa
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su
2026-06-20
fourweekmba.com
2026-06-20
FourWeekMBA
AI Memory Profit Supercycle: HBM Operating Income to Hit $94.5 Billion by 2029
AI News / By Gennaro Cuofano / June 20, 2026
AI chatbots like ChatGPT and Claude triggered a scramble for high-bandwidth memory (HBM). The result: a profit supercycle that will take memory chip makers from $42 billion to $94.5 billion in operating income by 2029. The substrate layer of the AI economy is printing money.
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?
Daniel Sparks, The Motley Fool
Fri, June 19, 2026 at 2:37 PM PDT 5 min read
MU
+6.82%
AAPL
-0.34%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the wor
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the world's supply, prices for these chips have about doubled over the past year, and the companies that make them -- Micron (
MU
+6.34%
) among them -- have been some of the biggest winners of the AI boom. Now those rising costs are landing on the comp
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Joins NVIDIA On AI Memory While HBM4E Samples Reach Customers
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
SK hynix (KOSE:A000660) has entered a multiyear co-development partnership with NVIDIA to create advanced AI memory solutions for next-generation platforms.
The company has shipped HBM4E DRAM samples to major custome
2026-06-19
www.proactiveinvestors.com
2026-06-19
Proactive financial news
What Brokers Say
Tech
Written by:
Emily Jarvie
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Micron Technology Inc
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NASDAQ:MU
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Micron seen benefiting from strong memory pricing ahead of fiscal Q3 results
Published: 10:20 19 Jun 2026 EDT
Micron Technology Inc (NASDAQ:MU) is positioned to benefit from stronger-than-expected memory pricing trends as
2026-06-19
english.dotdotnews.com
2026-06-19
點新聞
Apple CEO Tim Cook. (File photo)
Apple CEO Tim Cook has revealed that the company plans to raise prices on its products to offset soaring memory chip costs, which have been driven higher by the rapid expansion of artificial intelligence (AI) infrastructure.
According to an interview with Cook published by The Wall Street Journal on June 17, the Apple chief executive said price increases for Appl
2026-06-19
tomshardware.com
2026-06-19
Luke James
Intel has appointed Seok-Hee Lee, the former chief executive of memory maker SK hynix and battery maker SK On, as executive vice president of Intel Foundry.
2026-06-19
www.moomoo.com
2026-06-19
Moomoo
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105115143 : which share is still having room to grow for memory and Chip ?
skumaar42 : Memory chips have emerged