Semiconductor News & Analysis Feed
7712 articles
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
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Artificial intelligence has created a handful of corporate winners, but one company has towered above the rest. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the face of the AI revolution as demand for its chips exploded, pushing its market value to roughly $4.8 trillion. Even after a pullback of nearly 16% from its all-time high, most investors still view Nvidia as one of the s
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s Jaw-Dropping Earnings Show It Is Leaving Nvidia Behind in the AI Boom
Rich Duprey
Thu, June 25, 2026 at 4:44 AM PDT 5 min read
NVDA
-0.50%
MU
-0.31%
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Micron's Q3 2026 earnings crushed estimates with $41.5B in revenue and $25 EPS, sending shares 18% higher in pre-market trading.
Micron generated $28B in profits last quarter, far exc
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Gamers and enthusiasts just can’t catch a break from the memory chip shortage.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated 27 mins ago
Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron eases AI jitters ahead of PCE
Amalya Dubrovsky
Updated Thu, June 25, 2026 at 3:25 AM PDT 1 min read
MU
-0.31%
^DJI
+0.35%
^IXIC
-0.43%
^NDX
-0.43%
^GSPC
-0.10%
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Tech stocks jumped before the bell on Thursday as blowout Micron (MU) earnings helped boost sagging confidence
2026-06-25
www.businesskorea.co.kr
2026-06-25
Businesskorea
Samsung held first place in global DRAM revenue share at 38% in Q1, while SK hynix fell to 29%
Samsung Electronics' DDR5 DRAM. (Photo provided by Samsung Electronics)
Samsung Electronics maintained its leading position in the DRAM market for two consecutive quarters. This is interpreted as the result of significantly increasing production capacity in response to the memory shortage triggered by b
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.coindesk.com
2026-06-25
CoinDesk
Computer memory chipmaker Micron Technology (MU) delivered blowout Q3 earnings on Wednesday, lifting the entire AI memory sector, AI-related stocks and even giving crypto a slight boost.
Bitcoin
BTC
$61,270.96
climbed back above $60,000 after markets closed, but bullish AI sentiment will ultimately pull more liquidity away from crypto.
Micron shares surged 16% in premarket trading on Thursday
2026-06-25
eetimes.com
2026-06-25
IBM unveils 0.7-nm nanostack chips promising 100 billion transistors, denser SRAM, and production within five years.
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall.
2026-06-25
news.google.com
2026-06-25
Idaho Statesman
2026-06-25
research.ibm.com
2026-06-25
IBM Research
This new microchip architecture from IBM builds up, not out, to overcome the spatial limitations of scaling transistor density.
Learn more about IBM's newest breakthrough, the sub-1 nanometer chip.
Since the advent of microprocessors, semiconductor manufacturers have tried to pack more and more transistors into a given area to boost the performance capabilities of machines. Infinite growth is tr
2026-06-25
www.tomshardware.com
2026-06-25
Tom's Hardware
Tech Industry Artificial Intelligence
Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM
News
By Anton Shilov published 22 hours ago
More efficient than HBM, denser than SRAM.
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall. (Image credi
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. On Fortune’s radar today:
Markets: Micron drives tech stock rally.
Big-name money managers are piling into Amazon.
Oil is nearly normal.
J.P. Morgan warns “flash-crash” may be coming.
Denver’s reduced enthusiasm for eating out.
Reid Hoffman rips into Elon Musk.
ONE BIG THING
It’s an open secret: Amazon is the favored stock of star money managers
In recent quarters, a roster of money
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
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Zacks
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Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
5 min read
MU
−0.31%
Micron Technology, Inc. MU used its third-quarter fiscal 2026 earnings call to make a broader point than a quarterly beat. Management framed memory as a strategic bottleneck in the AI buildout and argued that long-term customer agreements are resh
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
soared in premarket trading on Thursday after the memory maker reported blockbuster third-quarter earnings as the AI boom causes demand for memory to surge.
The company’s revenue more than quadrupled from $9.3 billion a year earlier to $41.46 billion in its fiscal third quarter, it reported on Wednesday. Revenue came in higher than analyst expectations of nearly $36 billion, according to