Semiconductor News & Analysis Feed
1122 articles
2026-07-08
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Trading disclosure
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Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics
failed to meet Wall Street’s lofty artificial intelligence demand expectations.
Shares dropped 8% even after the South Korean electronics company’s quarterly profit surpassed both Nvidia
and Apple
, and the company said it expects operating profit to jump 1,800%.
The results are the latest sign on Wall Stre
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron, Samsung, SK Hynix just dragged memory stocks into a bear market
Jared Blikre
Tue, July 7, 2026 at 8:45 AM PDT 2 min read
MU
+7.27%
005930.KS
+0.18%
000660.KS
+5.30%
DRAM
+5.59%
SNDK
+12.64%
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Trading disclosure
The AI memory trade finally cracked.
Micron (MU), Samsung (005930.KS), SK Hynix (000660.KS), and the Roundhill Memory ETF (DRAM) are all down more than 20
2026-07-07
www.cnbc.com
2026-07-07
CNBC
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2026-07-07
www.investors.com
2026-07-07
Investor's Business Daily
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2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
David Moadel
Tue, July 7, 2026 at 7:27 AM PDT 4 min read
AMD
+5.64%
INTC
+1.95%
^DJI
+0.37%
AMAT
+5.05%
005930.KS
+0.18%
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Samsung's record $58B quarterly profit still triggered a chip selloff, sinking Intel and Applied Materials each 10% and pushing
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Samsung brings memory's bear market into focus: Why SK Hynix's IPO seems ominous
Yahoo Finance Video
Tue, July 7, 2026 at 7:21 AM PDT
MU
+7.78%
005930.KS
+0.18%
SPCX
+2.86%
SNDK
+12.25%
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Trading disclosure
Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Markets
2026-07-07
economictimes.indiatimes.com
2026-07-07
The Economic Times
ETMarkets.com
Micron Technology shares fell more than 7% on Tuesday, while Intel crashed nearly 8% as investors turned cautious on semiconductor stocks, with strong earnings from Samsung Electronics failing to calm concerns that the AI-led chip rally may have run too far.
The selloff hit several chip names. Intel fell 3.3%, while Marvell Technology dropped 4.5% amid broader weakness in the sector
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
David Moadel
Tue, July 7, 2026 at 6:41 AM PDT 4 min read
MU
+6.10%
SNDK
+10.31%
005930.KS
+0.18%
WDC
+5.65%
STX
+5.08%
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Trading disclosure
Quick Read
Samsung's record $58B operating profit sparked profit-taking that sent Micron and SanDisk each down 7%, despite their 245% and 635% YTD
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537.
Video Muted
The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% t
2026-07-07
www.kedglobal.com
2026-07-07
The Korea Economic Daily Global Edition
S.Korean stocks drop nearly 5% as caution mounts over fading chip rally
The Kospi index closed down 4.91% at 7,656.31 on July 7, 2026 (Courtesy of Yonhap) South Korea's stock market fell nearly 5% on Tuesday as investors shrugged off Samsung Electronics Co.'s stellar quarterly earnings, following Morgan Stanley's warning of fading momentum for chip stocks.Inv
2026-07-07
www.storagenewsletter.com
2026-07-07
StorageNewsletter
SK hynix Ships Samples of 12-Layer Next-Gen HBM4E
Delivering new performance levels
This is a Press Release edited by StorageNewsletter.com on July 7, 2026 at 2:01 pm
Summary:
Delivers 12-high HBM4E samples to major customers
Achieves a maximum speed of 16Gbps per pin with improvements in both performance and efficiency
Utilizes Advanced MR-MUF, reducing heat resistance by 17% while improving st
2026-07-07
brandequity.economictimes.indiatimes.com
2026-07-07
ET BrandEquity
2026-07-07
tomshardware.com
2026-07-07
Anton Shilov
Kioxia, Sandisk begin to sample BiCS10 3D NAND: 332 active layers and over 29 Gb/mm2 areal capacity.