Semiconductor News & Analysis Feed
185 articles
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, July 1, 2026 at 5:13 AM PDT 5 min read
MU
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AMD
-6.51%
INTC
-9.66%
FTXL
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SHOC
-4.22%
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Micron Technology MU delivered a historic rally in the second quarter of 2026, with it
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, 1 July 2026 at 5:13 am GMT-7 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approxi
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
The tech sector emerged as a clear winner in the first half of 2026. But while U.S. Big Tech stocks enjoyed strong gains — despite a sharp sell-off at the end of June — they were largely outperformed by their international counterparts.
Of MSCI’s sector-specific indexes, the index covering large and mid-cap emerging markets technology stocks was the best performer in the first six months of the
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Less than 1 min read
000660
+2.59%
SK hynix files to list ADSs as SKHY on Nasdaq, proposing up to 17.79M ADS (≈2.5% of Seoul shares) to raise funds for Korean fabs and EUV scanners; trading starts July 10.
1
SK hynix (000660) will joi
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Stocktwits
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SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
2 min read
000660
−6.06%
KEY POINTS:
The 17.79 million shares offering represents about 2.5% of its total outstanding shares.
BofA Securities, Citigroup, Goldman Sachs, and J.P. Morgan are s
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale · Stocktwits
Arnab Paul
June 30, 2026 2 min read
000660.KS
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402340.KS
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NVDA
+0.71%
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Trading disclosure
The 17.79 million shares offering represents about 2.5% of its total o
2026-06-30
kalkinemedia.com
2026-06-30
Kalkine Media
Broadcom Inc (NASDAQ:AVGO) Leads AI Chip Market Focus
NASDAQ COMPOSITE
AVGO
3 min read | June 29, 2026 11:06 PM PDT | By Anmol Khazanchi
Google News:
Image source: Shutterstock
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2026-06-30
www.digitimes.com
2026-06-30
digitimes
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM...
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2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
www.kivitv.com
2026-06-30
Idaho News 6
NEWSLOCAL NEWSIN YOUR NEIGHBORHOODSOUTHEAST BOISE
Boise-founded Micron leads new era of American semiconductor manufacturing with $50B investment
Photo by: Sahana Patel, Idaho News 6
By: Sahana Patel
Posted 7:11 AM, Jun 30, 2026
SOUTHEAST BOISE, Idaho — What started in the basement of a Boise dentist's office has grown into a global semiconductor powerhouse — and now Micron Technology is bring
2026-06-29
www.pcgamer.com
2026-06-29
PC Gamer
Hardware Memory
Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior
News
By Jess Kinghorn
Published June 29, 2026
'No outsider can expand output to undercut them.'
(Image credit: SeongJoon Cho / Bloomberg via Getty Images (left) | JHVEPhoto via Getty Images (middle) | David Paul Morris/Bloomberg via
2026-06-29
waya.media
2026-06-29
waya.media
TECH
iPads, Xbox Consoles, and PCsAI Memory Chip Shortage Pushes Up Prices of iPads, Xbox Consoles, and PCs
by WAYA Staff - Jun 29, 2026
Image Source: Bloomberg Website
The price of consumer electronics is climbing again, but this time the culprit is artificial intelligence. As AI infrastructure absorbs global memory chip supply, electronics makers are raising prices while manufacturers race
2026-06-29
digitimes.com
2026-06-29
Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Software/NasdaqGS:PLTR
NVIDIA Stock Leads 3 AI Profit Makers Investors Should Watch
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI is no longer just a cost line for big tech budgets; it is becoming a profit engine. With global data pointing to solid industrial activity in areas like manufacturing and AI-related investment, investors are increasingly looking for companie
2026-06-28
aimagazine.com
2026-06-28
AI Magazine
Dell revealed the Dell PowerEdge XE8812 server, which joins the Dell AI Factory with NVIDIA portfolio.
Dell positions the system as designed specifically for organisations handling the most intensive high performance computing (HPC) and AI workloads, equipped with NVIDIA Vera Rubin NVL4 architecture.
With capacity for up to 144 GPUs per rack, the XE8812 could represent what Dell describes as "a
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Software/NasdaqGS:MSFT
NVIDIA Stock Leads 3 High ROE Picks Backed By Strong Balance Sheets
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Global inflation, shifting central bank policies and uneven consumer trends are pushing many investors to focus on quality first. In this setting, stocks with high return on equity, resilient past performance and solid ba
2026-06-27
www.pbs.org
2026-06-27
PBS
Apple's new entry-level Mac laptop, the MacBook Neo is on display during an event in New York City, March 4, 2026. Photo by Shannon Stapleton/Reuters
Apple increases prices for Macs and iPads, blaming memory chip shortage fueled by AI
By — Barbara Ortutay, Associated Press
Economy Jun 26, 2026 7:50 PM EDT
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip