Semiconductor News & Analysis Feed
11673 articles
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.
2026-06-25
www.fastcompany.com
2026-06-25
Fast Company
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2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s Jaw-Dropping Earnings Show It Is Leaving Nvidia Behind in the AI Boom
Rich Duprey
Thu, June 25, 2026 at 4:44 AM PDT 5 min read
NVDA
-0.50%
MU
-0.31%
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Micron's Q3 2026 earnings crushed estimates with $41.5B in revenue and $25 EPS, sending shares 18% higher in pre-market trading.
Micron generated $28B in profits last quarter, far exc
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
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Artificial intelligence has created a handful of corporate winners, but one company has towered above the rest. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the face of the AI revolution as demand for its chips exploded, pushing its market value to roughly $4.8 trillion. Even after a pullback of nearly 16% from its all-time high, most investors still view Nvidia as one of the s
2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) finds itself in an enviable but challenging position. Due to its $4.9 trillion market cap, growth investors seeking gains of tenfold or more are now more likely to seek smaller companies that could increase by such multiples without reaching record sizes.
Fortunately, that high market cap, along with Nvidia's growth and valuation, could attract a new group of investors who w
2026-06-25
www.barrons.com
2026-06-25
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nvidia Should Be on Your Buy List if You Are This Type of Investor
Will Healy, The Motley Fool
Thu, June 25, 2026 at 3:32 AM PDT 3 min read
NVDA
-0.50%
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Nvidia (NASDAQ: NVDA) finds itself in an enviable but challenging position. Due to its $4.9 trillion market cap, growth investors seeking gains of tenfold or more are now more likely to seek smaller comp
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
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Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron eases AI jitters ahead of PCE
Amalya Dubrovsky
Updated Thu, June 25, 2026 at 3:25 AM PDT 1 min read
MU
-0.31%
^DJI
+0.35%
^IXIC
-0.43%
^NDX
-0.43%
^GSPC
-0.10%
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Tech stocks jumped before the bell on Thursday as blowout Micron (MU) earnings helped boost sagging confidence
2026-06-25
www.businesskorea.co.kr
2026-06-25
Businesskorea
Samsung held first place in global DRAM revenue share at 38% in Q1, while SK hynix fell to 29%
Samsung Electronics' DDR5 DRAM. (Photo provided by Samsung Electronics)
Samsung Electronics maintained its leading position in the DRAM market for two consecutive quarters. This is interpreted as the result of significantly increasing production capacity in response to the memory shortage triggered by b
2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
www.coindesk.com
2026-06-25
CoinDesk
Computer memory chipmaker Micron Technology (MU) delivered blowout Q3 earnings on Wednesday, lifting the entire AI memory sector, AI-related stocks and even giving crypto a slight boost.
Bitcoin
BTC
$61,270.96
climbed back above $60,000 after markets closed, but bullish AI sentiment will ultimately pull more liquidity away from crypto.
Micron shares surged 16% in premarket trading on Thursday