Semiconductor News & Analysis Feed
4430 articles
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.
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The split is striking because these three names traded as one theme for much of the past year. Micron stock is up 265% year to date (YTD), and SanDisk shares have rallied 71
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind the Memory-Storage Split?
David Moadel
June 29, 2026 4 min read
MU
+0.94%
WDC
+7.14%
SNDK
-0.03%
^NDX
+1.26%
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Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concern
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
China tungsten curbs disrupt WF6 supplies, raising risks for HBM and AI chip output
AI Summary
The push to expand AI semiconductor output is straining supply chains for specialty electronic gases, an analysis said. China’s controls on high-purity tungsten exports have led to disruptions in Japan’s supply of tungsten hexafluoride (WF6), raising new supply-chain risks for high-bandwidth me
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
Alex Sirois
June 29, 2026 3 min read
AAPL
+1.31%
MU
+0.94%
NVDA
+0.37%
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Micron's 84.9% gross margin towers over Apple's 46.9%, exposing which side of the supply chain holds AI-era pricing power.
Sanjay Mehrotra locked in 16 customer agreements worth ~$100 billion
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk.
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HBM Inhales Wafers. iP
2026-06-29
stocktwits.com
2026-06-29
Stocktwits
stocktwits.com
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2026-06-29
www.tomshardware.com
2026-06-29
Tom's Hardware
Tech Industry Manufacturing Semiconductors
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support
News
By Etiido Uko
Published June 29, 2026
Investment fund dwarfs America's $52 billion semiconductor investment CHIPS Act
(Image credit: Getty / JUNG YEON-JE)
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2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.kedglobal.com
2026-06-29
KED Global
Samsung, SK Hynix to build new chip cluster outside Seoul in $500 bn projects
President Lee Jae Myung (center), Samsung Electronics Chairman Lee Jae-yong (right) and SK Group Chairman Chey Tae-won join hands at a public briefing on South Korea’s three mega projects at the Blue House on June 29, 2026 (Pool photo) Samsung Electronics Co. and SK Hynix Inc. plan to inv
2026-06-29
www.cnbc.com
2026-06-29
CNBC
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2026-06-29
nokiamob.net
2026-06-29
Nokiamob
APPLE A20 PRO LEAK REVEALS POSSIBLE 2NM AND LPDDR6 UPGRADES FOR IPHONE 18 PRO
Kreso | 29/06/2026 | Apple | 0 CommentsCompany News
A newly leaked image circulating on Weibo is fueling fresh speculation about Apple’s future chip strategy, with attention focused on what is claimed to be the A20 Pro processor. Shared by the accounts WHYLAB and Ice Universe, the image appears to show Apple moving away
2026-06-29
pulse2.com
2026-06-29
Pulse 2.0
Samsung Electronics and SK Hynix are reportedly preparing major long-term investment plans as South Korea looks to strengthen its position in semiconductors, artificial intelligence infrastructure, and next-generation memory chips.
According to CNBC, shares of Samsung Electronics and SK Hynix fell after reports surfaced that Samsung Group and SK Group could unveil investment plans of up to 2,000
2026-06-29
www.thelec.net
2026-06-29
thelec.net
Samsung Electronics Executive Chairman Jay Y. Lee presents the group's investment plans at the State Guest House of the former Blue House. (Photo: Video presentation capture)
Samsung Electronics is pursuing the development of a new semiconductor manufacturing complex in Gwangju to meet growing demand for artificial intelligence (AI) semiconductors. The company also plans to concentrate high-bandw
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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2026-06-29
qz.com
2026-06-29
qz.com
A new semiconductor manufacturing hub in southwestern South Korea is set to receive a combined 800 trillion won ($520 billion) commitment from Samsung Electronics and SK Hynix, with each chipmaker pledging to construct two fabrication plants there as memory chip demand tied to artificial intelligence continues to outpace what current facilities can supply.
South Korean President Lee Jae Myung ann
2026-06-29
timesofindia.indiatimes.com
2026-06-29
The Times of India
The TOI Tech Desk is a dedicated team of journalists committed to delivering the latest and most relevant news from the world of technology to readers of The Times of India. TOI Tech Desk’s news coverage spans a wide spectrum across gadget launches, gadget reviews, trends, in-depth analysis, exclusive reports and breaking stories that impact technology and the digital universe. Be it how-tos or th
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Wins BioNeMo Partners As Jamendo Suit Tests Its AI Expansion
June 29, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) has launched its BioNeMo Agent Toolkit, which is being adopted by life sciences and biotech companies including Tecan, Biolevate, Simulations Plus, Sigmatic Sciences, and HighRes.
The c
2026-06-29
www.trendforce.com
2026-06-29
TrendForce
[News] Samsung, SK hynix, Micron Face U.S. Class-Action Lawsuit Over Alleged DRAM Supply Manipulation
2026-06-29 Semiconductors editor
News
Please note that this article cites information from IT Chosun, Wccftech, and The Biz.
The world’s three largest memory chipmakers—Samsung, SK hynix, and Micron—are facing a U.S. class-action lawsuit. According to IT Chosun, 17 U.S. consumers allege