Semiconductor News & Analysis Feed
1366 articles
2026-06-17
digitimes.com
2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs?
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 4:41 PM PDT 5 min read
SNDK
-5.52%
MU
-6.18%
NVDA
-2.37%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (NASDAQ: SNDK) have soared more than 700% in 2026 as of this
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
www.tikr.com
2026-06-17
TIKR.com
Key Stats for Micron Stock
Today’s Performance: 11%
52-Week Range: $103 to $1,097
Valuation Model Target Price: Around $540
Implied Upside: -50%
Analyze your favorite stocks like Micron Technology with TIKR (It’s free) >>>
What Happened?
Micron Technology, Inc. has become one of the market’s most closely watched AI memory trades, as investors bet that data centers will need far more memory and
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply
Abdul Rahman
Tue, June 16, 2026 at 11:59 AM PDT 2 min read
MU
-6.18%
NVDA
-2.37%
005930.KS
+1.02%
000660.KS
+5.84%
Explore stocks on Coinbase
Trading disclosure
Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher's top high growth stock picks. Micron has emerged as one of investors' favorite semiconductor stocks amid t
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s insti
2026-06-16
uk.finance.yahoo.com
2026-06-16
Yahoo Finance UK
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s insti
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
__fail__
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Next-generation data center processors from AMD and Intel with 16 DDR5 memory channels are even bigger than today’s designs.
2026-06-16
www.communicationstoday.co.in
2026-06-16
Communications Today
www.communicationstoday.co.in
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2026-06-16
www.moomoo.com
2026-06-16
Moomoo
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2026-06-16
news.futunn.com
2026-06-16
富途牛牛
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2026-06-16
www.mk.co.kr
2026-06-16
매일경제
사진 확대
Employees of KT's partner companies are packing set-top boxes. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top boxes is also soaring. Accordingly, KT is the first telecommunications company to pay advance payments to its partners to stabilize the supply chain.
KT announced on the 16th that it re
2026-06-16
evertiq.com
2026-06-16
Evertiq
© Omdia
Analysis | June 16, 2026
Semiconductor market hits record quarter, driven by memory surge
Evertiq
Semiconductor revenue grew 27% QoQ in Q1 2026 to reach USD 319 billion – the highest quarterly growth Omdia has recorded since it began tracking the market in 2002. It marks the third consecutive quarter of double-digit growth, putting the market on track to surpass USD 700 billion in the firs
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
Preemptive response to a 7-fold jump in memory values
Set-top box costs also doubled
Funding first-time carrier materials purchases
"Prevent supply chain disruptions and stabilize supply chains"
사진 확대
The manufacturing site of KT's set-top box partner. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top b
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
__fail__
2026-06-16
tomshardware.com
2026-06-16
Zhiye Liu
Our RAM benchmark hierarchy ranks DDR5 and DDR4 memory kits of all frequencies and capacities for any budget.
2026-06-16
digitimes.com
2026-06-16
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had recently made positive progress in HBM4E development and was preparing to send samples soon, with shipments possibly beginning in June 2026 and no later th