Semiconductor News & Analysis Feed
933 articles
2026-06-24
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2026-06-24
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Micron Faces Its AI Earnings Test
Micron Faces Its AI Earnings Test
Less than 1 min read
MU
−0.51%
Micron Technology (MU, Financials) goes into earnings with a lot riding on the report. The stock has already had a strong run, helped by demand for memory used in AI servers. That makes this quarter important. Investors want to know whether the business is still catching up to the
2026-06-24
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2026-06-24
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Wall St subdued as tech steadies, Micron earnings in focus
IMPORTANT
Wall St subdued as tech steadies, Micron earnings in focus
RefinitivLess than 1 min read
SPX
−0.02%
IXIC
−0.17%
MU
−1.91%
DJI
+0.61%
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2026-06-24
www.forbes.com
2026-06-24
Forbes
BREAKING
BUSINESS
South Korea’s SK Hynix Plans $29 Billion U.S. Debut
ByTy Roush,
Forbes Staff.
Ty Roush is a breaking news reporter based in New York City.
Follow Author
Jun 24, 2026, 09:06am EDT
TOPLINE
SK Hynix, the world’s third-largest memory chipmaker, announced on Tuesday it planned to raise $29 billion on the Nasdaq, marking the South Korean giant’s U.S. trading debut in what could be
2026-06-24
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2026-06-24
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Wall St set to open higher as tech rebounds, Micron earnings eyed
Wall St set to open higher as tech rebounds, Micron earnings eyed
Refinitiv2 min read
MU
−2.41%
SNDK
−3.77%
NQ1!
−0.78%
SPX
−0.14%
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2026-06-24
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2026-06-24
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2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:ADI
What Analog Devices (ADI)'s AI-Chip Sentiment Shock After SK Hynix News Means For Shareholders
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Analog Devices reported stronger-than-expected quarterly results and upbeat guidance supported by demand in industrial, automotive, communications infrastructure, and data ce
2026-06-24
www.tradingkey.com
2026-06-24
TradingKey
As of Eastern Time June 24, Qualcomm is reportedly in negotiations to provide custom chip design services to ByteDance, potentially targeting mass production of video processing units by year-end. This collaboration would accelerate ByteDance’s AI infrastructure development while bolstering Qualcomm’s strategic expansion into the AI data center and ASIC markets. Simultaneously, ByteDance is pursui
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
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2026-06-24
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Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Refinitiv1 min read
QCOM
−2.54%
NVDA
+0.69%
AMD
+0.23%
AMAT
+1.18%
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2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
2026-06-24
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2026-06-24
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Why Micron (MU) Shares Are Getting Obliterated Today
Why Micron (MU) Shares Are Getting Obliterated Today
3 min read
MU
What Happened?
Shares of memory chips maker Micron
MU
fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The headline sounds bearish for AI, but
2026-06-24
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2026-06-24
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Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
3 min read
LRCX
−9.33%
QCOM
−8.01%
WDC
−8.45%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion r
2026-06-24
investinglive.com
2026-06-24
investingLive
It was a rough day in the stock market as a selloff in South Korea left that market down 9.9% and raised concerns about the ongoing mania in chip stocks, particularly memory names.
Much of the intense panic concentrated on Micron (MU), which cratered more than 13% today. This massive pre-earnings flush comes just 24 hours before they report their fiscal Q3 earnings on Wednesday. Despite a major m
2026-06-24
www.tradingview.com
2026-06-24
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Less than 1 min read
MU
−13.18%
According to estimates from 40 analysts, Micron Technology, Inc. stock's average price target has risen from $1109.53 to $1123.28, with forecasts ranging from $249
2026-06-24
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2026-06-24
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside
Less than 1 min read
AMAT
−8.48%
According to estimates from 32 analysts, Applied Materials, Inc. stock's average price target has risen from $543.72 to $549.34, with forecasts ranging from $425
2026-06-24
www.tradingkey.com
2026-06-24
TradingKey
Texas Instruments Inc (TXN) moved down by 8.53%. The Technology Equipment sector is down by 4.51%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 10.91%; SanDisk Corporation (SNDK) down 12.44%; NVIDIA Corp (NVDA) down 3.09%.
On June 23, 2026, Texas Instruments faced a significant downward correction, primarily driven by a massive,
2026-06-24
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2026-06-24
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Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO?
Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO?
4 min read
IONQ
−0.81%
RGTI
−0.47%
QNT
+13.46%
After a volatile start to 2026, quantum computing stocks have staged an impressive comeback. Since April 1, shares of IonQ IONQ have surged 109.9%, while Rigetti Computing RGTI has rallied 58.4%, both si
2026-06-24
www.tradingview.com
2026-06-24
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Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
3 min read
MRVL
−9.36%
HIMX
−9.52%
IPGP
−8.77%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansio
2026-06-24
www.tradingview.com
2026-06-24
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Vishay Intertechnology, Amtech, and FormFactor Shares Are Falling, What You Need To Know
Vishay Intertechnology, Amtech, and FormFactor Shares Are Falling, What You Need To Know
3 min read
VSH
−8.26%
ASYS
−7.72%
FORM
−8.85%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) exp
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Stock Story
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KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
4 min read
KLAC
−9.17%
ON
−11.01%
NVMI
−9.47%
SOX
−7.87%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled