Semiconductor News & Analysis Feed
7947 articles
2026-06-21
www.asiae.co.kr
2026-06-21
아시아경제
KERI Becomes First in the World to Identify Trapezoidal Defect Structure in SiC Power Semiconductors
Revealing the Cause of Yield Loss... Laying the Foundation for Mass Production of High-Quality Wafers
The identity of a representative "killer defect" that lowers the yield of silicon carbide (SiC) power semiconductors—key components in artificial intelligence (AI) data centers and electric vehicl
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
A semiconductor wafer on display at Semicon Korea 2026, the chip industry's biggest annual showcase in Seoul, on Feb. 11 (Newsis)
Semiconductor majors run jointly with Samsung Electronics and SK hynix have overtaken Seoul National University's natural sciences programs in 2026's entrance scores.
The shift puts a guaranteed chip-industry job, for the first time at this scale, in the same tier as
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
Employees can be seein in front of Samsung Electronics' Seocho building in Seoul during a global strategy meeting, Tuesday. Yonhap
Samsung Electronics discussed ways to expand sales of high-bandwidth memory (HBM) chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semi
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Samsung Electronics' office in Seocho District, Seoul
Samsung Electronics Co. discussed ways to expand sales of high-bandwidth memory chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semiannual global strategy meeting last week to review first-half performance and o
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory shortage that's driving stunning growth in Micron's revenue and earnings won't be easing any time soon.
Analysts are becoming bullish about its earnings growth prospects.
The chipmaker's ability to sustain solid long-term earnings growth and its valuation suggest it will continue to skyrocket.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory shortage that's driving stunning growth in Micron's revenue and earnings won't be easing any time soon.
Analysts are becoming bullish about its earnings growth prospects.
The chipmaker's ability to sustain solid long-term earnings growth and its valuation suggest it will continue to skyrocket.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory shortage that's driving stunning growth in Micron's revenue and earnings won't be easing any time soon.
Analysts are becoming bullish about its earnings growth prospects.
The chipmaker's ability to sustain solid long-term earnings growth and its valuation suggest it will continue to skyrocket.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Where Will Micron Technology Be in 5 Years?
Harsh Chauhan, The Motley Fool
Sat, June 20, 2026 at 5:43 PM PDT 6 min read
MU
+6.82%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have rocketed higher over the past year, jumping by an impressive 831% as of this writing. The chipmaker has been reaping the benefits of the massive surge in memory dema
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
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2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
www.tikr.com
2026-06-21
TIKR.com
Key Stats for Qualcomm Stock
Today’s Performance: 6%
52-Week Range: $122 to $260
Valuation Model Target Price: Around $180
Implied Upside: About 20%
Analyze your favorite stocks like QUALCOMM Incorporated with TIKR (It’s free) >>>
What Happened?
Qualcomm Incorporated stock rose about 6% today, finishing near $226 per share as investors leaned back into chip stocks and grew more optimistic about
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
ASMLs, Rally
ASML's Rally Encounters a Washington Smog and a CEO's Capacity Caveat
21.06.2026 - 00:20:54 | boerse-global.de
ASML denies illegally supplying EUV machines to China, but faces a potential DUV export ban threatening 20% of 2026 revenue, while CEO warns of capacity constraints amid surging demand.
ASMLs - ASML's Rally Encounters a Washington Smog and a CEO's Capacity Caveat 21.06.2026
2026-06-21
www.benzinga.com
2026-06-21
Benzinga
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2026-06-21
mottcapitalmanagement.com
2026-06-21
Mott Capital Management
MICRON EARNINGS PREVIEW WHY OPTIONS POSITIONING MAY MATTER MORE THAN RESULTS
JUNE 20, 2026
FREE
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Micron reports after the close on June 24, and the setup looks a lot like it did back in March — when the stock fell hard in the days after results, even though the numbers were good. What matters most this time isn’t really whether ear
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
www.ksl.com
2026-06-21
KSL.com
KEY TAKEAWAYS
Micron's earnings report on June 24 will help gauge AI-driven chip demand.
Investors seek signs of AI rally sustainability amid high stock valuations.
AI spending is projected to exceed $700 billion this year, boosting tech stocks.
NEW YORK — Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Mic
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in