Semiconductor News & Analysis Feed
11688 articles
2026-06-25
news.google.com
2026-06-25
Idaho Statesman
2026-06-25
research.ibm.com
2026-06-25
IBM Research
This new microchip architecture from IBM builds up, not out, to overcome the spatial limitations of scaling transistor density.
Learn more about IBM's newest breakthrough, the sub-1 nanometer chip.
Since the advent of microprocessors, semiconductor manufacturers have tried to pack more and more transistors into a given area to boost the performance capabilities of machines. Infinite growth is tr
2026-06-25
www.eenewseurope.com
2026-06-25
eeNews Europe
Infineon Technologies has started mass production of its RASIC CTRX8188F radar transceiver, describing it as the automotive industry’s first production-ready 8Tx8Rx imaging radar MMIC designed for centralized radar architectures. The device targets the growing demand for high-resolution radar systems used in advanced driver assistance systems (ADAS) and future autonomous vehicles.
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. On Fortune’s radar today:
Markets: Micron drives tech stock rally.
Big-name money managers are piling into Amazon.
Oil is nearly normal.
J.P. Morgan warns “flash-crash” may be coming.
Denver’s reduced enthusiasm for eating out.
Reid Hoffman rips into Elon Musk.
ONE BIG THING
It’s an open secret: Amazon is the favored stock of star money managers
In recent quarters, a roster of money
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
5 min read
MU
−0.31%
Micron Technology, Inc. MU used its third-quarter fiscal 2026 earnings call to make a broader point than a quarterly beat. Management framed memory as a strategic bottleneck in the AI buildout and argued that long-term customer agreements are resh
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
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2026-06-25
ChartMill
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Micron Blows the Doors Off and Throws the AI Rally a Lifeline
By Kristoff De Turck - reviewed by Aldwin Keppens – Last update: Jun 25, 2026
Quotes Stocks Mentioned
Article Mentions:
HTZ
(3.00 ▼ -40.71%)
ORCL
(157.53 ▼ -4.62%)
QCOM
(197.41 ▼ -3.29%)
SMTC
(158.48 ▼ -2.94%)
NVDA
(199.00 ▼ -0.52%)
RMBS
(124.52 ▼ -2.88%)
VZ
(45.68 ▼ -2.25%)
WEN
(7.86 ▲ 25.66%)
GOOGL
(
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
soared in premarket trading on Thursday after the memory maker reported blockbuster third-quarter earnings as the AI boom causes demand for memory to surge.
The company’s revenue more than quadrupled from $9.3 billion a year earlier to $41.46 billion in its fiscal third quarter, it reported on Wednesday. Revenue came in higher than analyst expectations of nearly $36 billion, according to
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
stock soared 15% on Thursday after the memory maker reported blockbuster third-quarter earnings as the artificial intelligence boom causes demand for memory to surge.
Shares climbed even higher earlier in the day, pushing Micron’s market cap above Meta
and Tesla
among the most valuable U.S. companies.
Other names in the memory space also popped, with Sandisk
gaining nearly 22% on Thur
2026-06-25
www.inc.com
2026-06-25
inc.com
__fail__
2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
For the first time, the company became the top vendor by revenue in data center Ethernet switches — the networking gear that helps connect AI chips inside data centers, according to market research firm IDC.
This market is growing fast because cloud giants and other large businesses are pouring hundreds of billions into building out AI data centers. IDC research vice president Paul Nicholson call
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Tech stocks surge as Micron earnings ease AI fears, oil falls further
By Alun John and Ankur Banerjee
Thu, June 25, 2026 at 5:47 AM PDT 3 min read
MU
-0.31%
QCOM
-3.29%
^NDX
-0.43%
DX-Y.NYB
-0.08%
^IXIC
-0.43%
Explore stocks on Coinbase
Trading disclosure
By Alun John and Ankur Banerjee
LONDON/SINGAPORE, June 25 (Reuters) - Stocks surged on Thursday after strong earnings and forecasts from chipm
2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
www.upi.com
2026-06-25
upi.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Is NVIDIA (NVDA) One of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years?
Bob Karr
Thu, June 25, 2026 at 1:18 AM PDT 1 min read
NVDA
-0.50%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, the company announced that a record 35 NVIDIA AI HPC supercomputers are in d
2026-06-25
www.barrons.com
2026-06-25
Barron's
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