Semiconductor News & Analysis Feed
813 articles
2026-06-25
semiengineering.com
2026-06-25
Liz Allan
Physical I/Os can be a chokepoint for high-performance chips and high-speed interconnec...
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
ca.investing.com
2026-06-25
Investing.com Canada
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2026-06-25
ca.investing.com
2026-06-25
Investing.com Canada
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2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Cantor Fitzgerald’s CJ Muse predicts Micron earnings growth through 2028
Analyst doubles Micron's price target to $1,500 as memory supply squeeze fuels bullish thesis for AI-driven semiconductor deman
2026-06-25
www.aol.com
2026-06-25
AOL.com
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
OMOR IBNE EHSAN
Thu, June 25, 2026 at 12:30 AM GMT+8
0
Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) delivered 251% revenue growth and datacenter sales up 645%, with Goeckeler calling it a structural m
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of that you can actually think about earnings growth and not only 27 but also 28.” That is the b
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
MU
-0.37%
SNDK
-2.15%
NVDA
-0.54%
SMH
-0.35%
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Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Can Intel’s New Foundry Chief Reframe INTC’s Role in Advanced Packaging and AI Supply Chains?
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Intel appointed former SK hynix and SK On chief Seok-Hee Lee as executive vice president of Intel Foundry, putting him in charge of advanced packaging, system integration
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and CEO C.C. Wei is telling investors the company will “grow by above 30% in U.S. dollar terms” for full-year 2026.
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Shares are already up 44.32% year to date, closing at $436.39 after a 6.69%
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
tomshardware.com
2026-06-24
Luke James
SK hynix filed a securities registration statement on Wednesday to raise up to 45.45 trillion won through an American depositary receipt listing on Nasdaq.
2026-06-24
ca.finance.yahoo.com
2026-06-24
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
Qualcomm to Acquire Modular
Business Wire
Wed, June 24, 2026 at 5:00 a.m. PDT 5 min read
QCOM
-4.08%
– Modular’s AI-Native Platform to Advance Qualcomm’s Evolution as a Developer-First, AI Solutions Company Delivering Generative and Agentic AI from Edge to Cloud –
– Creation of an Industry-Friendly O
2026-06-24
news.futunn.com
2026-06-24
富途牛牛
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2026-06-24
siliconcanals.com
2026-06-24
Silicon Canals
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2026-06-24
digitimes.com
2026-06-24
Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have spent the past three months discussing potential price increases with customers, but MediaTek's move carries particular significance given its scale and market position.
2026-06-24
digitimes.com
2026-06-24
SK Hynix disclosed in a regulatory filing to South Korea's Financial Supervisory Service on June 24 that its board has approved the issuance of new shares worth 45,453,450,000,000 won (approximately $29.4 billion) to support a listing of American Depositary Receipts on the Nasdaq Global Select Market. The board resolution was passed with all six outside directors in attendance and none absent.
2026-06-24
ca.finance.yahoo.com
2026-06-24
Yahoo! Finance Canada
Micron Tumbles 13% As South Korean ETF Warning Fuels Chip Sell-Off
Antonio Pequeño IV, Forbes Staff
Tue, June 23, 2026 at 1:16 p.m. PDT 2 min read
MU
-13.18%
005930.KS
+9.84%
000660.KS
+0.98%
Topline
Micron shares plummeted over 13% on Tuesday, falling as South Korea's Financial Supervisory Service contributed to a global chip sell-off with a warning about risky ETFs tied to memory chip companies
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-23
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2026-06-23
Moomoo
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