Semiconductor News & Analysis Feed
5426 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead
Omor Ibne Ehsan
Thu, June 25, 2026 at 9:30 AM PDT 4 min read
MU
+16.13%
NVDA
-1.91%
QCOM
+5.92%
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Micron locked $100 billion in guaranteed sales through 2030 and hit 84% gross margins; Qualcomm raised its non-handset revenue target to $40 bill
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
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2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, 25 June 2026 at 9:30 am GMT-7
AAPL
-6.15%
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean for consumers and Apple's hardware busine
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, June 25, 2026 at 9:30 AM PDT
AAPL
-4.55%
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Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
www.datacenterdynamics.com
2026-06-26
Data Center Dynamics
OpenAI is hiring for a deal lead to form "high-value" partnerships with semiconductor companies.
The new hire is expected to pitch the use of OpenAI's AI models in chip development and company operations. The position and effort has not been previously reported.
The AI Hardware Supplement
Inside the AI server
18 Jun 2026
The role is part of OpenAI's 'Special Situations' team, "the company’s c
2026-06-25
eetimes.com
2026-06-25
The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.
2026-06-25
news.google.com
2026-06-25
EE Times
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
Shrabana Mukherjee
Thu, June 25, 2026 at 8:45 AM PDT 7 min read
STMPA.PA
+2.68%
ON
+3.20%
STM
+4.16%
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The electrification of transportation continues to create long-term opportunities for semiconductor companies specializing in power management, silicon carbide (SiC), sensors and aut
2026-06-25
technext24.com
2026-06-25
TechNext.ng
Apple has raised prices on its MacBooks and iPads, citing a sharp surge in memory and storage chip costs driven by the artificial intelligence industry’s massive data centre buildout. This is a sign that even one of the world’s most powerful supply chains is not immune to the AI boom’s ripple effects.
The price hikes do not touch the iPhone, Apple’s biggest revenue driver, but they hit hardest at
2026-06-25
www.foreignpolicyjournal.com
2026-06-25
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is making an aggressive push into the AI data center market, unveiling a broad range of new products including AI accelerators, CPUs, memory technology, and software.
The company has already secured deals with major customers, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), with Meta signing a multigeneration agreement to deploy Qualcomm’s new Dragonfly C1000 C
2026-06-25
www.reuters.com
2026-06-25
Reuters
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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
+16.17%
005930.KS
+5.29%
000660.KS
+13.06%
NVDA
-0.98%
By Stephen Nellis, Zaheer Kachwala and Ad
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle
Stephen Nellis, Zaheer Kachwala and Aditya Soni
Thu, June 25, 2026 at 8:22 AM PDT 3 min read
MU
+17.69%
005930.KS
+5.29%
000660.KS
+13.06%
NVDA
-2.19%
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Trading disclosure
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) - Memory chipmakers have for decades been
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
tippinsights.com
2026-06-25
tippinsights
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Apple has increased prices for several of its products, citing soaring memory and storage chip costs driven by the rapid expansion of artificial intelligence infrastructure, according to CNN.
💰
Effective immediately, the entry-level Neo MacBook now costs $699, up from $599, while the base iPad has risen to $449 from $349. The iPad Mini, Apple
2026-06-25
www.techzine.eu
2026-06-25
Techzine Global
3 MIN
DEVICES
Sovereign European chips could become a RISC-V-based reality
SUSE and Openchip Join Forces
ERIK VAN KLINKEN
Jun 25, 2026, 11:00 PM GMT+8
A sovereign IT infrastructure is open to interpretation. Only the American hyperscalers consider data residency sufficient to call an IT stack sovereign. Rarely, however, is the physical hardware discussed: how autonomous are you if your chips come
2026-06-25
www.technetbooks.com
2026-06-25
Technetbook
www.technetbooks.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's $50 Billion Forecast Sends AI Chip Trade Higher
Khac Phu Nguyen
Thu, June 25, 2026 at 7:56 AM PDT 2 min read
MU
+14.34%
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Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) shares jumped in premarket trading after the company issued a fiscal fourth-quarter forecast that came in well ahead of Wall Street expectations. The largest
2026-06-25
www.thehindubusinessline.com
2026-06-25
BusinessLine
Prices of Apple Inc products in India will rise by a minimum of 15-20 per cent as the company confirms cost revision in face of global memory chip shortage.
Flagging “an unprecedented challenge” in the consumer electronics industry, an Apple spokesperson said there is a sharp spike in memory and storage demand due to the rapid expansion of AI data centres.
“We have shielded our customers from th