Semiconductor News & Analysis Feed
186 articles
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
Micron becomes one of the most profitable companies in the US
The memory chipmaker posted $28.24 billion in net income for a single quarter, riding AI demand to profitability levels that rival the big
2026-06-29
www.taipeitimes.com
2026-06-29
Taipei Times
Taiwan’s 5,000 largest companies posted a record high in aggregate net profit last year, up more than 11 percent from a year earlier, with contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) holding on as the country’s most profitable company amid the artificial intelligence (AI) boom, credit information agency CRIF Taiwan (中華徵信所) said on Wednesday.
Strong global demand for AI ap
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Micron Technology set to surpass all US companies in profitability except Nvidia and Google
A memory chip maker just posted an 84.9% gross margin, and the AI boom deserves most of the credit
2026-06-28
www.marketwatch.com
2026-06-28
MarketWatch
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2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Software/NasdaqGS:PLTR
NVIDIA Stock Leads 3 AI Profit Makers Investors Should Watch
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI is no longer just a cost line for big tech budgets; it is becoming a profit engine. With global data pointing to solid industrial activity in areas like manufacturing and AI-related investment, investors are increasingly looking for companie
2026-06-28
digitimes.com
2026-06-28
Trusval Technology reported record 2025 revenue and profit, signaling stronger demand for semiconductor-related construction and industrial systems that matter to global supply chains. The Taiwan-based company said it is entering 2026 with cautious optimism, as it expands green fab solutions, overseas projects, and technology upgrades.
2026-06-27
news.google.com
2026-06-27
Trefis
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron (MU) Profit Soars 1,400%, Shares Rocket to Fresh High
Angelica Ballesteros
Thu, June 25, 2026 at 8:11 PM PDT 2 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 9 Stocks Winning by Double Digits.
Micron Technology soared to a new all-time high on Thursday, as investors gobbled up shares after reporting a stellar earnings performan
2026-06-26
eu.36kr.com
2026-06-26
36 Kr
Earning 26,400 yuan net per second, more profitable than NVIDIA, do you believe in "the light"?
爱范儿
2026-06-26 08:23
Micron is full, and global phone makers are falling.
The memory chip industry has long been infamous for the "pork cycle."
When production capacity is tight, the prices of DRAM and NAND skyrocket, prompting manufacturers to expand production. Once the new production capacity is re
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
www.euronews.com
2026-06-25
Euronews
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2026-06-25
gazettengr.com
2026-06-25
Peoples Gazette Nigeria
AI: Micron profit surges 1,400% amid global memory chip shortage
The firm’s revenue rose to $28.2 billion in the quarter ending May 28, compared with the company’s previous quarterly record of $1.9 billion in the same period last year.
FEMI AJANAKU • JUNE 25, 2026
Micron Technology [Credit: CNBC]
Micron Technology has recorded a 1,400 per cent increase in quarterly profit amid global demand for
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
www.syracuse.com
2026-06-25
Syracuse.com
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2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
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FT Weekend newspaper delivered Saturday plus complete d
2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d