Semiconductor News & Analysis Feed
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
Vandita Jadeja
Tue, June 23, 2026 at 7:27 AM PDT 4 min read
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SanDisk surged 4,586% and Micron 833% over the past year on AI memory demand, yet both stocks trade significantly above analyst consensus targets.
Micron's forward P/E of 10, a 30% divid
2026-06-23
www.thestreet.com
2026-06-23
thestreet.com
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2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.marketbeat.com
2026-06-23
MarketBeat
Micron’s Sudden Plunge May Be an AI Buying Chance
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 23, 2026
KEY POINTS
Micron Technology shares fell more than 8% after South Korea's KOSPI plunged 10%, creating a macro-driven pullback ahead of its fiscal third-quarter earnings report.
Micron announced a strategic partnership with Anthropic on June 22, covering memory supply, co-design
2026-06-23
www.espn.com
2026-06-23
ESPN
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2026-06-23
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2026-06-23
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.cbsnews.com
2026-06-23
CBS News
MoneyWatch
Tech stocks tumble for a second day. Here's what's behind the selloff.
By Mary Cunningham
Updated on: June 23, 2026 / 5:35 PM EDT / CBS News
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A major technology stock selloff stretched into a second day Tuesday as investors questioned whether artificial intelligence will generate the profits that have fueled lofty valuations for companies such as Alphabet, Space
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock Weighs AI Growth Story Against Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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With NVIDIA such a focal point for growth stories, many investors are asking a simple question: does the current share price still make sense if you care about value, not just headlines?
The stock last clos
2026-06-23
www.tomshardware.com
2026-06-23
Tom's Hardware
Tech Industry Data Centers
Nvidia announces liquid cooling system that runs ‘hotter than a hot tub’ — promises to reduce electricity consumption and cut water use by up to 100%, but sustainability challenges remain
News
By Jowi Morales published 23 hours ago
Data centers are about to go from freezing to sweltering.
(Image credit: Getty Images)
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2026-06-23
tomshardware.com
2026-06-23
Jowi Morales
This system raises the base coolant temperature to 113 degrees F (45 degrees C) to save on electricity costs and reduce water consumption to basically zero.
2026-06-23
www.01net.it
2026-06-23
01net
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2026-06-23
www.thelec.net
2026-06-23
thelec.net
Jay Y. Lee inspects the C1 and C2 production lines at Samsung Electronics' Cheonan campus. (Photo: Samsung Electronics)
Jay Y. Lee, executive chairman of Samsung Electronics, inspected the company's high-bandwidth memory (HBM) production operations in Cheonan, South Korea, reviewing supply readiness for HBM4 products that have recently generated strong business momentum.
On June 23, Lee visited
2026-06-23
www.eejournal.com
2026-06-23
EEJournal
June 23, 2026
Infineon launches cloud-based virtual platform powered by AWS to accelerate automotive microcontroller evaluation
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) is collaborating with Amazon Web Services (AWS) to accelerate microcontroller (MCU) evaluation to shorten development cycles for automotive systems. As part of this collaboration, Infineon is launching a cloud-based pla
2026-06-23
qz.com
2026-06-23
qz.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
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Simulations Plus Advances Agentic Drug Development with NVIDIA BioNeMo Agent Toolkit
Business Wire
Tue, June 23, 2026 at 6:15 AM PDT 4 min read
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2026-06-23
news.google.com
2026-06-23
Business Wire
2026-06-23
www.manilatimes.net
2026-06-23
The Manila Times
Production-ready 3DI technology supports more compact FEMs for advanced 5G devices
MALTA, N.Y., June 23, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the production readiness of its SLATE™ wafer-to-wafer bonding technology on its industry-leading 9SW radio-frequency silicon-on-insulator (RF-SOI) platform, delivering advanced 3D integration (3DI) for compact, high-pe