Semiconductor News & Analysis Feed
11842 articles
2026-06-24
www.semiaccurate.com
2026-06-24
Semiaccurate
Who Are The Qualcomm Enterprise Customers?
Two names so far and a pitch thrown in for free
Jun 23, 2026 by Charlie Demerjian
Tomorrow Qualcomm is going to have their annual Investor Day and teased several enterprise announcements. SemiAccurate can tell you about one of the big ones, customers for their infrastructure program.
As you know, Qualcomm has been showing off their new infrastructure
2026-06-24
www.taipeitimes.com
2026-06-24
Taipei Times
A cross-party delegation led by Legislative Speaker Han Kuo-yu (韓國瑜) on Monday visited contract chipmaker Taiwan Semiconductor Manufacturing Co’s (TSMC) campus in Arizona, the Legislative Yuan said yesterday.
The delegation met with TSMC Arizona CEO Ray Chuang (莊瑞萍) to discuss the chipmaker’s investment in Phoenix, the legislature said in a statement.
Han, Chuang and the TSMC subsidiary’s manage
2026-06-23
www.gasworld.com
2026-06-23
gasworld
© POSCO Air Solution
Posco opens rare gas plant for South Korean semiconductor market
By Sophie Gregory
19 hours ago
2 min read
Bookmark
Posco Air Solution (Posco), the industrial gas arm of Posco Group, has completed construction of a 130,000 Nm³ per year high-purity rare gases facility at the Donghoan site of its Gwangyang Works steel complex in South Korea.
The plant will produce high-purity
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
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2026-06-23
Charged EVs
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2026-06-23
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2026-06-23
Charged EVs
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2026-06-23
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2026-06-23
Essentials Cremation and Burial Services Inc.
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2026-06-23
www.barchart.com
2026-06-23
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) shares are ripping higher ahead of the memory chipmaker’s Q3 earnings scheduled for June 24 after market close.
Analysts expect MU to nearly quadruple its third-quarter revenue to roughly $35 billion on a more than 10x increase in adjusted per-share earnings to $20.81.
Still, options pricing currently signal
2026-06-23
www.thestreet.com
2026-06-23
thestreet.com
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2026-06-23
www.benzinga.com
2026-06-23
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2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.rutlandherald.com
2026-06-23
Rutland Herald
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Penguin Solutions Becomes an NVIDIA AI Factory Specialize
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Earnings Have Never Looked Better. Start Worrying.
Trefis Team
Tue, June 23, 2026 at 8:04 AM PDT 4 min read
MU
-0.01%
MSFT
+0.16%
GOOGL
+1.91%
META
+0.43%
Explore stocks on Coinbase
Trading disclosure
Image by Nico Franz from Pixabay
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-
2026-06-23
www.trefis.com
2026-06-23
Trefis
Micron Earnings Have Never Looked Better. Start Worrying.
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology’s stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion – among the largest single-year gains in the company’s four-decade trading history. The rally is driven by surging dem
2026-06-23
www.kucoin.com
2026-06-23
KuCoin
AI needs a good "brain" to develop a body.
Article author and source: Semi-Industry Spectrum
Recently, Muxi Co., Ltd. and UBTECH signed a strategic cooperation agreement in Nanjing to jointly establish Xuanxuan Chuangzhi Technology (Wuxi) Co., Ltd., focusing on the research and development and mass production of embodied intelligence edge chips. Muxi is a domestic high-performance GPU company, w
2026-06-23
www.mitsloanme.com
2026-06-23
MIT Sloan Management Review Middle East
Nvidia’s New Cooling System Cuts Data Center Water Use to Near Zero—But Not AI’s
The technology addresses on-site consumption, while power generation and chip manufacturing remain major contributors.
MITSloan ME Editorial
18 hours ago
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Oracle Cuts 21,000 Jobs as AI Silently Reshapes Its Operating Model
Nvidia
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring
Syeda Seirut Javed
Tue, June 23, 2026 at 7:31 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what t