Semiconductor News & Analysis Feed
9824 articles
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
fortune.com
2026-06-26
Fortune
Micron may not be a household name but it may just be among the most important tech companies in the AI era, and definitely one with a surprising backstory.
On Thursday, the memory chipmaker reported an eye-popping 346% surge in quarterly revenue. As if that wasn’t enough, it reported a profit of $28.2 billion for the quarter, almost 15 times higher than the same quarter last year. By all accoun
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained...
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2026-06-26
www.digitimes.com
2026-06-26
digitimes
Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
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2026-06-26
www.cnbc.com
2026-06-26
CNBC
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2026-06-26
english.ratopati.com
2026-06-26
Ratopati
Kathmandu. With the rapid expansion of artificial intelligence (AI) technology and the shortage of memory and storage chips, American technology company Apple has increased the prices of its popular products.
The company has increased the price of the entry-level MacBook Neo from 599 US dollars to 699 dollars with immediate effect. Similarly, the price of the cheapest iPad has been increased from
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Beats Meta in Market Cap: Can It Catch Nvidia Next?
Darryn Pollock
Thu, June 25, 2026 at 10:59 PM PDT 3 min read
MU
+0.79%
NVDA
+2.63%
META
+0.12%
TSLA
+2.13%
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Trading disclosure
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla's market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% y
2026-06-26
beincrypto.com
2026-06-26
BeInCrypto
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla’s market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% year over year to $41.5 billion.
The result sent shares up 18.4% to $1,236, giving Micron a market capitalization of $1.398 trillion. Meta sat at $1.392 trillion. Tesla held just above at $1.4 trillion. It was the
2026-06-26
www.indexbox.io
2026-06-26
IndexBox
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2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Stocktwits
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Why Did MU, AAL, AMAT Stocks Surge To 52-Week Highs?
Why Did MU, AAL, AMAT Stocks Surge To 52-Week Highs?
3 min read
MU
+15.74%
AAL
+0.75%
AMAT
+13.42%
KEY POINTS:
MU stock soared nearly 16% on continued optimism following its strong third-quarter results.
AAL stock closed up 0.77% amid declining oil prices following easing of geopolitical tensions in the Middle East, as well
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Is Applied Materials (AMAT) Quietly Rewiring Its AI Moat With New DRAM And Packaging Tools?
Sasha Jovanovic
Thu, 25 June 2026 at 8:19 pm GMT-7 3 min read
AMAT
+13.42%
In recent days, Applied Materials introduced a new epitaxy system for DRAM, plus CMP, deposition and eBeam tools aimed at advanced 3D packaging and high-bandwidth memory to support next-generation AI chips.
This push ties front-end
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Applied Materials (AMAT) Launches New Chipmaking Systems, Soars to All-Time High
Angelica Ballesteros
Thu, June 25, 2026 at 8:07 PM PDT 2 min read
AMAT
+13.42%
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Trading disclosure
Applied Materials Inc. (NASDAQ:AMAT) is one of the 9 Stocks Winning by Double Digits.
Applied Materials climbed to a new all-time high on Thursday, as investors cheered its launch of a lineup of c
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
QCOM
+3.84%
NVDA
-1.59%
INTC
+0.73%
AMD
+2.60%
AVGO
-0.83%
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Image from Pixabay
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
www.trefis.com
2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun
2026-06-26
wccftech.com
2026-06-26
Wccftech
Micron says that it has locked in 16 memory customers in an unbreakable agreement, hinting that high prices will continue for several years.
Memory prices for all sorts of DRAM components, including LPDDR, DDR, and HBM, are sky-high. This is due to the huge demand for memory generated by the booming AI segment. DRAM makers have been unable to keep up with demand for AI, and things are even worse
2026-06-26
www.trefis.com
2026-06-26
Trefis
After A Large Run, Is Applied Materials Stock A Bet On AI’s Future or Yesterday’s News?
June 25th, 2026 by Trefis Team
-62.96%
Downside
668
Market
247
Trefis
AMAT
Applied Materials
The chip-equipment giant is at the center of an AI-fueled boom with unprecedented demand, but you’ll pay a steep premium for a stock whose biggest risk may be its own supply chain.
If you want to understand Applied Ma
2026-06-26
news.google.com
2026-06-26
EE Times Asia
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in...
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2026-06-26
digitimes.com
2026-06-26
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in a semiconductor ecosystem moving toward manufacturing scale.
2026-06-26
digitimes.com
2026-06-26
Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.