Semiconductor News & Analysis Feed
4468 articles
2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) Stock Could Be 24% Undervalued After AI And Capacity Expansion Optimism
June 24, 2026
Simply Wall St
Texas Instruments (TXN) is back in focus after analysts highlighted strong momentum in its data center and AI related markets, alongside new battery monitoring products for electric vehicles and energy storage systems.
See our late
2026-06-24
uk.finance.yahoo.com
2026-06-24
Yahoo Finance UK
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, 23 June 2026 at 9:09 am GMT-7 1 min read
MU
-13.18%
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the engineering, procurement, and construct
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK hynix’s (HXSCL) 12-Layer HBM4E Samples Keep It Ahead in the AI Memory Upgrade Cycle
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 2 min read
000660.KS
+0.98%
SK hynix Inc. (OTC:HXSCL) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave the list one of its most direct HBM catalysts on June 17, 2026, when it shipped samples of 12-layer HBM4E to major custo
2026-06-24
www.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-23
www.gasworld.com
2026-06-23
gasworld
© POSCO Air Solution
Posco opens rare gas plant for South Korean semiconductor market
By Sophie Gregory
19 hours ago
2 min read
Bookmark
Posco Air Solution (Posco), the industrial gas arm of Posco Group, has completed construction of a 130,000 Nm³ per year high-purity rare gases facility at the Donghoan site of its Gwangyang Works steel complex in South Korea.
The plant will produce high-purity
2026-06-23
au.finance.yahoo.com
2026-06-23
Yahoo Finance Australia
Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
Subham Roy
Tue 23 June 2026 at 8:11 am GMT-7 6 min read
APLD
+0.15%
SNPS
-0.66%
Synopsys SNPS and Applied Digital APLD are two of the biggest beneficiaries of surging AI capital expenditure by global investors in the semiconductor industry. All the layers of the semiconductor industry, including electronic and design automation,
2026-06-23
www.tradingview.com
2026-06-23
TradingView
News
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Zacks
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Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
5 min read
SNPS
−0.66%
APLD
+0.15%
Synopsys SNPS and Applied Digital APLD are two of the biggest beneficiaries of surging AI capital expenditure by global investors in the semiconductor industry. All the layers of the semiconductor industry, includ
2026-06-23
www.streetinsider.com
2026-06-23
StreetInsider
www.streetinsider.com
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2026-06-23
www.sdcexec.com
2026-06-23
Supply & Demand Chain Executive
www.sdcexec.com
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2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.marketbeat.com
2026-06-23
MarketBeat
Micron’s Sudden Plunge May Be an AI Buying Chance
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 23, 2026
KEY POINTS
Micron Technology shares fell more than 8% after South Korea's KOSPI plunged 10%, creating a macro-driven pullback ahead of its fiscal third-quarter earnings report.
Micron announced a strategic partnership with Anthropic on June 22, covering memory supply, co-design
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) And UMC Team Up On 12nm And 3nm Chip Development
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Intel (NasdaqGS:INTC) and United Microelectronics Corporation have agreed to jointly develop 12nm and 3nm chip manufacturing processes.
The collaboration will use Intel’s Arizona facilities as part of the company’s IDM 2.0 foundry strate
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock Weighs AI Growth Story Against Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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With NVIDIA such a focal point for growth stories, many investors are asking a simple question: does the current share price still make sense if you care about value, not just headlines?
The stock last clos
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Ties Anthropic To A Multi Year AI Memory And Supply Deal
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology (NasdaqGS:MU) has entered a multi-year partnership with Anthropic focused on memory and storage solutions for AI workloads.
The agreement includes co-design of next-generation AI memory architectures tailored to An
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher.
Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares are down 10% to
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
David Moadel
Tue, June 23, 2026 at 6:27 AM PDT 4 min read
SNDK
-13.64%
DRAM
-14.25%
MU
-13.18%
WDC
-8.45%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high