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Real Investment Advice
DAILY MARKET COMMENTARY
MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON
By
RIA TEAM
| Jun 26, 2026
Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.86%
) had a market capitalization of $360 billion at the beginning of 2023, which was right before the artificial intelligence (AI) boom started gathering momentum. The company has since sold millions of its graphics processing units (GPUs) for data centers, which are the primary chips used in AI training and inference workloads, propelling its market cap to $4.8 trillion.
But des
2026-06-26
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2026-06-26
MarketBeat
2026-06-26
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2026-06-26
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2026-06-26
eetimes.com
2026-06-26
Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms.
2026-06-26
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2026-06-26
TradingView
News
/
Zacks
/
Zacks Industry Outlook Kulicke and Soffa , Ultra Clean and Veeco
Zacks Industry Outlook Kulicke and Soffa , Ultra Clean and Veeco
7 min read
UCTT
−3.39%
VECO
−6.79%
For Immediate Release
Chicago, IL – June 26, 2026 – Today, Zacks Equity Research Kulicke and Soffa Industries KLIC, Ultra Clean Holdings UCTT and Veeco Instruments VECO.
Industry: Electronics Components
Link: https:/
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 17:31
/Courtesy of onsemi
U.S. power and sensing semiconductor corporations onsemi will acquire edge artificial intelligence (AI) solutions corporations Synaptics for about $7 billion (about 10.77 trillion won). Following AI data centers, the transaction targets the physical AI market, including automobiles, robots, and industrial equipment.
On the 25th, o
2026-06-26
ximitime.com
2026-06-26
ximitime.com
NEWS
Xiaomi 18 leak hints at 2nm chip and dual 200MP camera upgrade
Emir Bardakçı
Jun. 26, 2026, 11:30
3 mins read
0 Comments
TABLE OF CONTENTS
New features expected on the Xiaomi 18
Xiaomi 18 Leaked Specs
How this upgrade could improve daily use
A new leak from reliable Chinese tipster Digital Chat Station suggests that Xiaomi may be preparing a major hardware jump for its next standard flagship
2026-06-26
www.electronicsforyou.biz
2026-06-26
Electronics For You BUSINESS
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
2026-06-26
evertiq.com
2026-06-26
Evertiq
© onsemi
General | June 26, 2026
onsemi to acquire Synaptics in $7 billion all-stock deal
Evertiq
Building on onsemi’s expertise in automotive, industrial and AI data center, the combined platform is intended to position onsemi at the center of Physical AI.
onsemi and Synaptics have announced they have entered into a definitive agreement under which onsemi has agreed to acquire Synaptics in an al
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
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2026-06-26
The New York Times
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2026-06-26
Stocktwits
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