Semiconductor News & Analysis Feed
7712 articles
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore, and Leonie Kidd in London. Welcome to another edition of CNBC’s Daily Open.
Semiconductor giant Micron has claimed an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But a new challenger has also entered the fray: South Korea’s SK Hy
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Micron
(
MU
1.32%
)
did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smashed third-quarter expectations and gave much better guidance than expected.
The results showed that the AI boom isn't slowing down and that memory shortages are expected to persist at least through 2028. Manage
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
4 Blowout Numbers From Micron's Earnings Investors Need To See
Jeremy Bowman, The Motley Fool
Wed, June 24, 2026 at 10:05 PM PDT 3 min read
MU
-0.31%
NVDA
-0.50%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smas
2026-06-25
simplywall.st
2026-06-25
simplywall.st
Canada
/
Metals and Mining
/
TSX:HBM
Hudbay Minerals (TSX:HBM) Completes Arizona Sonoran Copper Deal To Build U.S. Copper Pipeline
June 25, 2026
Simply Wall St
Reviewed by
Bailey Pemberton
Hudbay Minerals (TSX:HBM) has completed its acquisition of Arizona Sonoran Copper Company.
The deal combines Hudbay’s Copper World project with the Cactus copper project in Arizona.
The transaction creates a lar
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
SK Hynix jumps 12% on Micron earnings, $29B Nasdaq listing plan
Jun 25, 2026, 12:36 AM ETSK Hynix, Inc. (HXSCL) Stock, MU StockTSM, SSNLF, SFTBY
, TOELY, ATEYY, LSRCF
By: Arundhati Sarkar, SA News Editor
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SK Hynix (HXSCL) shares surged over 12% on Thursday after the South Korean semiconductor giant unveiled plans to raise as much as $29.4B through
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
News
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
Published on June 24, 2026 at 11:59 pm by
Vardah Gill
in
News
Share
QUALCOMM Incorporated (NASDAQ:
QCOM
) is included among the
1
0 Reliable Dividend Stocks to Buy for Long-Term Investors
.
On June 24, Reuters reported that QUALCOMM Incorporated (NASDAQ:QCOM) is in talks to provide chip-design services to China’s Byt
2026-06-25
wkzo.com
2026-06-25
WKZO
By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) – South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology’s quarterly results and forecast beat expectations, boosting optimism over AI-driven chip shortages.
South Korea’s SK Hynix also said on Wednesday it plans to raise up to $29.4 billion through a U.S. stock market listing, boosting investo
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
Vardah Gill
Wed, June 24, 2026 at 8:59 PM PDT 2 min read
QCOM
+3.84%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
On June 24, Re
2026-06-25
www.wsj.com
2026-06-25
WSJ
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2026-06-25
biz.chosun.com
2026-06-25
Chosunbiz
By
Jeong Du-yong
Published 2026.06.25. 12:34
Global DRAM market share trend. /Courtesy of Counterpoint Research
In the global memory market, Samsung Electronics kept the No. 1 spot in DRAM and NAND flash. SK hynix maintained the lead in the high bandwidth memory (HBM) market with a majority share. Chinese companies increased their shares in DRAM and NAND, speeding up the chase.
According to mem
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Shares of memory specialist Micron Technology (
MU
1.32%
) jumped about 16% in after-hours trading on Wednesday, climbing from about $1,049 at Wednesday's close to about $1,215, after the company reported a fiscal third quarter that topped even the most optimistic expectations on Wall Street.
The move snaps a fear-driven artificial intelligence (AI) sell-off that had weighed on chip stocks earlie
2026-06-25
kfgo.com
2026-06-25
The Mighty 790 KFGO
By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) – South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology’s quarterly results and forecast beat expectations, boosting optimism over AI-driven chip shortages.
South Korea’s SK Hynix also said on Wednesday it plans to raise up to $29.4 billion through a U.S. stock market listing, boosting inves
2026-06-25
www.digitimes.com
2026-06-25
digitimes
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations...
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2026-06-25
www.reuters.com
2026-06-25
Reuters
__fail__
2026-06-25
www.theregister.com
2026-06-25
The Register
SYSTEMS
Micron locks in historically high memory prices for five years
Big buyers agree to deals that will deliver historically enormous margins and profits
Simon Sharwood
APAC Editor
2
Published Thu 25 Jun 2026 // 02:07 UTC
Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a fl
2026-06-25
m.techflowpost.com
2026-06-25
深潮TechFlow
研报解读：台积电 2027 年 AI 收入将翻倍，CoWoS 产能仍是瓶颈
2026.06.25
- 昨天
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TechFlow Selected 深潮精选
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研报解读：台积电 2027 年 AI
收入将翻倍，CoWoS 产能…
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
2026.06.25 - 11:48:07
台积电
AI
专注Web3行业深度报道，洞察潮水流动的方向
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
作者：Rita
潮向导读
摩根士丹利于 6 月 23 日发布台积电供应链深度报告。核心判断：基于最新供应链调查，上调了对 2027 年全球 CoWoS 先进封装需求的预测，认为台积电 AI 相关收入 2027 年将达 863 亿美元，较
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
South Korea's benchmark Kospi index surged over 5% in early trading on Thursday, extending a rebound after a tech-driven selloff rattled markets around the world earlier this week.
The rally was led by heavyweight chipmakers Samsung Electronics and SK Hynix, as investors returned to battered semiconductor stocks after two days of volatility.
Samsung Electronics shares gained over 6%, while SK Hy