Semiconductor News & Analysis Feed
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2026-07-06
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digitimes.com
2026-07-06
China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.
2026-07-06
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2026-07-06
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2026-07-06
finance.biggo.com
2026-07-05
tomshardware.com
2026-07-05
Mark Tyson
A report suggests that upcoming nuclear waste-powered radiovoltaic batteries could last as long as 30 years and power next-gen drones.
2026-07-05
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2026-07-05
富途牛牛
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) stock has rocketed more than 755% in the past year. Memory chips are now one of the biggest, if not the biggest, bottlenecks in the artificial intelligence (AI) build-out. This has boosted memory prices and sent Micron's earnings soaring.
The stock's forward earnings multiple of 14 is expensive relative to Micron's historical trading range, where it usually trades
2026-07-04
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2026-07-04
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SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports
SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports
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2026-07-04
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Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Less than 1 min read
MU
+1.11%
Three factors could support further gains in Micron Technology
MU
, according to analysts, including sustained AI-driven memory demand, long-term customer agreements and a valuation that some on Wall Street still v
2026-07-04
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2026-07-04
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SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports
SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports
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2026-07-04
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Can Micron Stock Really Hit $2,000?
Can Micron Stock Really Hit $2,000?
Less than 1 min read
MU
+1.11%
Three factors could support further gains in Micron Technology
MU
, according to analysts, including sustained AI-driven memory demand, long-term customer agreements and a valuation that some on Wall Street still views as attractive despite the stock's recent rally.
Micron c
2026-07-04
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2026-07-04
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Micron Remains a Buy as AI Memory Demand Surges
Micron Remains a Buy as AI Memory Demand Surges
Less than 1 min read
MU
+1.11%
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Shares have climbed roughly 755% over the past year, turning Micron from a familiar me