Semiconductor News & Analysis Feed
7910 articles
2026-06-22
wccftech.com
2026-06-22
Wccftech
Micron and Anthropic have announced a strategic agreement to scale next-generation AI infrastructure that spans memory and storage for rising compute demands.
Press Release: Micron Technology today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron, and a strategic investment in Anthro
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Week ahead: Micron earnings to put AI rally to the test
Proactive
Mon, June 22, 2026 at 7:10 a.m. PDT 3 min read
MU
-12.71%
Week ahead: Micron earnings to put AI rally to the test Proactive uses images sourced from Shutterstock
Wall Street enters the final full week of June with investors juggling inflation, artificial intelligence and the health of the banking sector.
After last week's Federal
2026-06-22
tomshardware.com
2026-06-22
Luke James
DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.
2026-06-22
tomshardware.com
2026-06-22
Mark Tyson
id Software’s Quake remains an influence on online gaming and 3D graphics to this day.
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
How Investors Are Reacting To Texas Instruments (TXN) New High-Cell-Count EV and AI Battery Monitor
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier in June 2026, Texas Instruments introduced the BQ79826Z-Q1, an industry-first high-cell-count battery monitor with integrated electrochemical impedance spectroscopy for electric
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report. Western Digital (NASDAQ:WDC) stock is also up by about 6% to around $788, while SanDisk (NASDAQ:SNDK) stock is up 5% to around $2,294.
Video Muted
The group is resisting worries about renewed U.
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings
David Moadel
Mon, June 22, 2026 at 6:29 AM PDT 4 min read
MU
-11.16%
WDC
-8.19%
AAPL
+0.85%
POLA.PVT
SNDK
-12.78%
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Needham raised its Micron target to $1,550 from $500, sparking a 6% rally in Micron and Western Digital as well as a 5% boost in
2026-06-22
blockonomi.com
2026-06-22
Blockonomi
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2026-06-22
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2026-06-22
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Micron Q3 Earnings Preview: What to Expect From Upcoming Report
Micron Q3 Earnings Preview: What to Expect From Upcoming Report
Less than 1 min read
MU
−11.52%
Micron Technology
MU
is scheduled to release fiscal third-quarter results on June 24, with investors expected to focus on demand for artificial intelligence memory chips, margin trends and the company's outlook for the
2026-06-22
news.google.com
2026-06-22
Realnews Magazine
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NAIRR Science Program Reshapes Scientific Research, Powered by NVIDIA AI Infrastructure
June 22, 2026 by Zoe Kessler
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For the past two years, the U.S. National Science Foundation’s National Artificial Intelligence Research Resource (NAIRR) pilot program has driven innovative research across the U.S. for over 700 projects — spanning protein prediction and infectious disease outbreak manag
2026-06-22
www.bloomberg.com
2026-06-22
Bloomberg.com
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2026-06-22
GamesBeat
Nvidia launches Halos for robotics. Source: Nvidia
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June 22, 2026
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
深潮TechFlow
伯恩斯坦研报解读：明年 HBM 价格必翻 2 倍以上，存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读：明年 HBM
价格必翻 2 倍以上，存储成…
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道，洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
撰文：小饼
HBM 还在按年度合同锁价，普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂，造普通
2026-06-22
qz.com
2026-06-22
qz.com
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2026-06-22
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2026-06-22
GuruFocus
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