Semiconductor News & Analysis Feed
518 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%
Omor Ibne Ehsan
July 7, 2026 4 min read
005930.KS
+3.34%
NVDA
+4.06%
AAPL
-0.77%
MU
+4.92%
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Samsung out-earned both Nvidia and Apple on profit despite a 6% consensus beat, then fell 7% because fast-money whisper targets were far higher.
Micron surged 11% after a blowout quart
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
www.cnbc.com
2026-07-08
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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2026-07-08
techgenyz.com
2026-07-08
Techgenyz
Apple may be preparing one of its most unusual flagship iPhones yet. According to Tech Ultimatum, the rumored iPhone Air 2 is shaping up to be an ultra-thin premium smartphone that prioritizes sleek design while still retaining several high-end features expected from a flagship device.
As with all early Apple rumors, the information remains unofficial, and the company has not confirmed the exist
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Alex Sirois
Tue, July 7, 2026 at 11:06 AM PDT 3 min read
MU
+5.44%
AAPL
+0.76%
NVDA
-0.14%
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Micron's gross margin exploded to 85% on 346% revenue growth while Apple raised MacBook and iPad prices up to 54% just to protect its margins.
Micron's forward P/E of 7 versus
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-07
www.cnbc.com
2026-07-07
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-07-07
www.scrippsnews.com
2026-07-07
Scripps News
SCIENCE AND TECH
Apple is hiking the prices of MacBooks and iPads due to the memory chip shortage
Apple said that growing number of AI data centers has “created an extraordinary surge in demand for memory and storage.”
Photo by: Apple
By: Jordan Valinsky
Posted 12:30 AM, Jun 26, 2026
Apple has hiked prices on some of its most popular products, including the MacBook and iPad, because of the ris
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple
Michael Williams
Mon, July 6, 2026 at 11:48 AM PDT 4 min read
SMH
+1.99%
AAPL
+0.88%
AMD
+0.25%
AVGO
+4.83%
NVDA
+3.65%
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SMH surged 64% this year by concentrating over 60% of assets in seven chip names, including AMD, Broadcom, and NVIDIA.
Apple's 14% year-
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
news.google.com
2026-07-07
BNN Bloomberg
2026-07-06
news.google.com
2026-07-06
Seeking Alpha
2026-07-06
www.macworld.com
2026-07-06
Macworld
FEATURE
A20 Pro preview: Everything you can expect from Apple’s next iPhone chip
Apple's fall announcements will include the iPhone 18 Pro and iPhone Ultra. Here's what to expect from the chip that will power them.
By Jason Cross
Senior Editor, Macworld
JUL 6, 2026 1:15 AM PDT
Image: Foundry
Summary created by Smart Answers AI
In summary:
Macworld explores Apple’s upcoming A20 Pro chip, expected t
2026-07-06
news.google.com
2026-07-06
MSN
2026-07-05
news.google.com
2026-07-05
Wccftech
2026-07-05
news.google.com
2026-07-05
Wccftech
2026-07-05
news.google.com
2026-07-05
Moomoo
2026-07-05
digitimes.com
2026-07-05
Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.