Semiconductor News & Analysis Feed
7491 articles
2026-06-26
www.semiconductor-today.com
2026-06-26
Semiconductor Today
The demand for higher power densities in increasingly space-constrained environments continues to grow, whether in on-board chargers for electric vehicles or power supplies for AI data centers. At the recent PCIM Europe 2026 (Power Electronics, Intelligent Motion, Renewable Energy and Energy Management) Expo & Conference in Nuremberg, Germany (9–11 June), Munich-based Infineon Technologies AG henc
2026-06-26
tomshardware.com
2026-06-26
Luke James
Apple will release a base M6 chip for entry-level Macs this year but skip the Pro and Max versions of that generation, jumping instead to an accelerated M7 family.
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price Prediction) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of company Micron has become.
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2026-06-26
www.barchart.com
2026-06-26
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) just delivered one of the strongest quarters in its history. As hyperscalers and enterprises continue investing heavily in artificial intelligence (AI) infrastructure, demand for memory chips has surged. At the same time, supply remains constrained across the industry, which is pushing DRAM and NAND pricing high
2026-06-26
news.google.com
2026-06-26
Ad-hoc-news.de
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, 26 June 2026 at 6:15 am GMT-7 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stocks dropping more than 6% and Western Digital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, June 26, 2026 at 6:15 AM PDT 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
Explore stocks on Coinbase
Trading disclosure
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stoc
2026-06-26
www.streetinsider.com
2026-06-26
StreetInsider
www.streetinsider.com
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2026-06-26
www.investing.com
2026-06-26
Investing.com
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
1 Reason to Buy Nvidia Stock Right Now
Neil Patel, The Motley Fool
Fri, June 26, 2026 at 5:36 AM PDT 3 min read
NVDA
+2.63%
Trade NVIDIA on Coinbase
Trading disclosure
Investors are now fully aware of just how successful Nvidia (NASDAQ: NVDA) has become. What was once an enterprise focused on PC gaming has become a dominant artificial intelligence (AI) business with a market capitalization of $4.
2026-06-26
www.kvue.com
2026-06-26
KVUE
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Investors are now fully aware of just how successful Nvidia (
NVDA
+2.66%
) has become. What was once an enterprise focused on PC gaming has become a dominant artificial intelligence (AI) business with a market capitalization of $4.8 trillion. This is the most valuable company on the face of the planet.
Despite trading 15.6% off their peak (as of June 23), Nvidia shares are up 6.7% so far in 2026
2026-06-26
www.marketwatch.com
2026-06-26
MarketWatch
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2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
Charles Payne and Ivana Delevska, Spear Invest Founder and CIO, compare Micron Technology and NVIDIA's valuations.
Ivana Delevska, Spear Invest Founder and CIO, joins Charles Payne to compare Micron Technology and NVIDIA's valuations. Despite Micron's guided revenue exceeding NVIDIA's and having significantly higher earnings power than NVIDIA's Q3 FY2025 profit, Micron's market cap remains substa
2026-06-26
qz.com
2026-06-26
qz.com
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ON Semiconductor agreed to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, the company's largest deal to date, as it looks to expand beyond power and sensing int
2026-06-26
tomshardware.com
2026-06-26
Luke James
Microsoft has extended its free consumer Windows 10 Extended Security Updates (ESU) program by a year, pushing the cutoff for critical security patches to October 14th, 2027.
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
finimize.com
2026-06-26
Finimize
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2026-06-26
www.photonics.com
2026-06-26
Photonics Spectra
www.photonics.com
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2026-06-26
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2026-06-26
marketscreener.com
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