Semiconductor News & Analysis Feed
814 articles
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
We tested both CPUs across gaming, rendering, encoding, efficiency, and pricing to see if the Ryzen 7 5800X3D can keep up with the newer Core i7-14700K with DDR4.
2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally
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Wall St futures fall as chip stocks resume slide after Micron-led rally
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid
Reuters
Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read
MU
+15.81%
^IXIC
-0.46%
AAPL
-6.15%
INTC
+0.73%
NVDA
-1.59%
June
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
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
digitimes.com
2026-06-26
Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
Latest Business & Market News
Nvidia CEO sends serious wake up call to all Americans
Jensen Huang had something specific to say at Nvidia’s stockholder meeting. It was not about chips
Jun 25, 2026 5:45 PM EDT
By Hillary Remy
Markets, Tech, Personal Finance Writer
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2026-06-26
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2026-06-26
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2026-06-26
ca.investing.com
2026-06-26
Investing.com Canada
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2026-06-25
ca.finance.yahoo.com
2026-06-25
Yahoo! Finance Canada
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle
FILE PHOTO: Micron logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo · Reuters
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Thu, June 25, 2026 at 8:22 a.m. PDT 3 min read
MU
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005930.KS
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By Stephen Nellis, Zaheer Kachwala and Ad
2026-06-25
clpmag.com
2026-06-25
Clinical Lab Products
Tecan and NVIDIA Integrate New Artificial Intelligence Capabilities into Lab Analytics Platform
Jun 25, 2026 | Analytical Software Systems, Company News, Lab Automation |
The update to the Introspect platform aims to help clinical laboratories move toward proactive operations and improved productivity.
Tecan, a provider of laboratory automation and solutions, announced the integration of a
2026-06-25
ca.investing.com
2026-06-25
Investing.com Canada
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2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Gamers and enthusiasts just can’t catch a break from the memory chip shortage.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Can Qualcomm Inc. (QCOM) Take on the Hyper-Competitive AI Market?
Catherine Talavera
Wed, June 24, 2026 at 11:23 PM PDT 2 min read
QCOM
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Qualcomm Incorporated (NASDAQ:QCOM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. In the past year, Qualcomm's stock surged 31.10%, while it registered a 18.01% year-to-date rise.
A Qualcomm emplo
2026-06-25
news.futunn.com
2026-06-25
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2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
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
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.