Semiconductor News & Analysis Feed
933 articles
2026-07-04
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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
2026-07-04
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2026-07-04
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HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Less than 1 min read
MU
+1.11%
Micron Technology
MU
remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to support demand across the semiconductor industry, despite rece
2026-07-04
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2026-07-04
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Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Less than 1 min read
MU
+1.11%
PYPL
−2.45%
SFM
−4.56%
ZTS
−1.56%
Michael Burry (Trades, Portfolio) has reportedly opened a short position in Micron Technology
MU
as the chip stock's powerful rally continues to draw investor attention. In a Substack
2026-07-04
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2026-07-04
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Korea Stocks Rebound 5.8% as Samsung, SK Hynix Jump
Korea Stocks Rebound 5.8% as Samsung, SK Hynix Jump
Less than 1 min read
KOSPI
−0.58%
005930
−1.80%
000660
+3.42%
South Korean stocks staged a sharp rebound Friday as investors moved back into the market following a nearly 10% drop over the previous two sessions. The Kospi Index gained 5.8%, helped by strong rallies in Samsung
2026-07-03
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2026-07-03
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Michael Burry Shorts Micron After Massive Rally
Michael Burry Shorts Micron After Massive Rally
Less than 1 min read
MU
+1.11%
SFM
−4.56%
ZTS
−1.56%
NVDA
+3.65%
Micron Technology
MU
found itself in Michael Burry's crosshairs again after the famed The Big Short investor disclosed a new short position, arguing the memory chip maker's rally has become detached from fundamentals.
2026-07-03
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2026-07-03
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Can Higher Memory Prices Extend Micron Technology's Profit Boom?
Can Higher Memory Prices Extend Micron Technology's Profit Boom?
3 min read
MU
+1.11%
Micron Technology, Inc. MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth mem
2026-07-03
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2026-07-03
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Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
5 min read
MU
+1.11%
Micron Technology, Inc. MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong
2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 3, South Korean stocks rallied as Samsung Electronics reported significant progress in its foundry division. Driven by a 2nm yield improvement to the mid-50% range, Samsung is attracting major AI clients to diversify away from TSMC’s capacity-constrained landscape. Meta is reportedly considering a 10 trillion won order for custom AI chips, while Anthropic is in talks regarding a partnershi
2026-07-03
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2026-07-03
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
3 min read
IFX
−0.75%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-07-03
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2026-07-03
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Korea Said To Prepare For Currency Flow From SK Hynix US Listing- Bloomberg News
Korea Said To Prepare For Currency Flow From SK Hynix US Listing- Bloomberg News
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2026-07-03
www.electronicsweekly.com
2026-07-03
Electronics Weekly
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Qualcomm (QCOM) Shares Are Trading Lower Today
Jabin Bastian
Thu, July 2, 2026 at 6:16 PM PDT 2 min read
QCOM
+1.96%
SPCX
-0.78%
Explore stocks on Coinbase
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Why Qualcomm (QCOM) Shares Are Trading Lower Today
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.5% in the afternoon session after Elon Musk denied reports that SpaceX was developing an AI dev
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s
2026-07-03
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2026-07-03
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SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
Less than 1 min read
000660
−5.68%
According to estimates from 39 analysts, SK hynix Inc. stock's average price target has risen from KRW 3458608.9 to KRW 3486814.03, with forecasts ranging from KRW 140000
2026-07-03
stockstory.org
2026-07-03
StockStory
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2026-07-03
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2026-07-03
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onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
3 min read
ON
+2.95%
SWKS
−2.13%
MCHP
+1.59%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip d
2026-07-03
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2026-07-03
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Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
3 min read
WDC
+3.42%
MTSI
+0.13%
LSCC
+1.44%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chi
2026-07-03
www.tradingview.com
2026-07-03
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Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know
Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know
3 min read
STX
+3.91%
KLIC
−1.55%
LRCX
+2.15%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be co
2026-07-03
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2026-07-03
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Why Micron (MU) Stock Is Falling Today
Why Micron (MU) Stock Is Falling Today
2 min read
MU
+1.11%
What Happened?
Shares of memory chips maker Micron
MU
fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take profits.
The stock's decline occurred despite the company recently