Semiconductor News & Analysis Feed
44 articles
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Few stocks have ridden the artificial intelligence (AI) boom quite like Micron Technology (
MU
+6.19%
). The memory chipmaker's stock has more than tripled in 2026, up nearly 300% year to date as of this writing and trading around $1,134 after a fresh run to record highs. The company is now valued at close to $1.3 trillion.
That sets a high bar heading into Wednesday. When Micron reports its fisc
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-13
digitimes.com
2026-06-13
Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.
2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-11
www.thefastmode.com
2026-06-11
The Fast Mode
Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to new research form Omdia.
Memory revenue drove the increase, rising over 80% sequentially in 1Q26 from 4Q25.
Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27%
2026-06-05
www.digitimes.com
2026-06-05
digitimes
AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported strong earnings, prompting the market to reassess the strategic role of...
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Amazingly, shares of Micron Technology (
MU
+5.07%
) have doubled over the past 48 days.
As a result, this week the Boise, Idaho-based semiconductor manufacturer entered the rarefied $1 trillion club. Its market capitalization, as I write this, is about $1.04 trillion. That puts it, in terms of market value, above Walmart, Eli Lilly, and Berkshire Hathaway. Only about 14 publicly traded companies
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron Technology's (
MU
+3.50%
) meteoric rise over the last year marks more than just a generic bullish upgrade in the semiconductor industry. Micron's ascent is a symbolic rebuke to a long-held belief that memory chip demand is trapped in boom-and-bust cycles.
Let's dive into the structural changes shifting the memory market and understand how Micron is becoming a key enabler of the artificial
2026-05-27
www.techrepublic.com
2026-05-27
TechRepublic
www.techrepublic.com
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2026-05-27
qz.com
2026-05-27
qz.com
MARKETS
SK Hynix stock surged past $1 trillion as AI memory demand fuels a blistering rally
The South Korean chipmaker closed 9.3% higher on Wednesday, becoming the third Asian company to reach the milestone after Samsung and Micron
By
Cris Tolomia
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Published 19 minutes ago
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SK Hy
2026-05-27
www.kedglobal.com
2026-05-27
KED Global
Samsung, SK Hynix jump as Korea’s first single-stock leverage ETFs debut
Samsung Electronics Co. and SK Hynix Inc. rallied on Wednesday as South Korea’s first leverage and inverse exchange-traded funds tracking individual stocks made their market debut, giving investors a new way to amplify bets on the country’s two dominant memory chip makers.Samsung E
2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-19
ts2.tech
2026-05-19
TechStock²
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2026-05-17
www.ad-hoc-news.de
2026-05-17
AD HOC NEWS
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2026-05-14
simplywall.st
2026-05-14
simplywall.st
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2026-05-14
www.tradingview.com
2026-05-14
TradingView
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