Semiconductor News & Analysis Feed
2426 articles
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Despite delivering exceptional results in its fiscal third-quarter earnings report, shares of Micron Technology (
MU
+12.26%
) have slid roughly 11% since the company's earnings release on June 24. The contrast between strong business fundamentals and the market's reaction is a little puzzling.
While near-term sentiment on Micron appears to be turning cautious, the company's underlying momentum a
2026-07-10
news.google.com
2026-07-10
ELE Times
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Micron (
MU
+12.26%
) is becoming a more important AI stock as investors look beyond GPUs and focus on memory bandwidth. If high-bandwidth memory becomes the real AI bottleneck, Micron could benefit from tighter supply, stronger pricing, and rising demand. But the old memory cycle still matters, and that tension makes the stock especially interesting.
Stock prices used were the market prices of J
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Despite delivering exceptional results in its fiscal third-quarter earnings report, shares of Micron Technology (
MU
+12.17%
) have slid roughly 11% since the company's earnings release on June 24. The contrast between strong business fundamentals and the market's reaction is a little puzzling.
While near-term sentiment on Micron appears to be turning cautious, the company's underlying momentum a
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
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2026-07-10
www.detroitnews.com
2026-07-10
The Detroit News
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2026-07-10
www.reuters.com
2026-07-10
Reuters
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2026-07-10
www.bloomberg.com
2026-07-10
Bloomberg.com
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2026-07-10
tribtown.com
2026-07-10
Seymour Tribune
AP Business AP News
SK Hynix hits the U.S. stock market as demand for memory chips soars amid AI frenzy
The Associated Press -
July 10, 2026
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Currency traders pass by a screen showing the Korea Composite Stock Price Index (KOSPI) and the foreign exchange rate between U.S. dollar and South Korean won at the foreign exchange dealing room of the Hana Bank headquarters in Seoul, South Korea
2026-07-10
moneymorning.com
2026-07-10
Money Morning
SK Hynix Just Listed on Nasdaq Today. Here's Why This Chip IPO Is Different From All the Others.
July 10, 2026
BY THE NUMBERS
$26.5 billion raised, second-largest US IPO ever, behind SpaceX's June listing at $135/share
$149 per ADS, priced at the top of its range; trading begins today on Nasdaq as SKHY
7x oversubscribed, demand from global institutions crushed available share supply
50%+ global
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Micron Technology (
MU
+1.95%
) delivered spectacular fiscal third-quarter earnings when it reported results on June 24. However, after an initial jump in its stock price sent its shares to an all-time high of $1,255, it has now suddenly lost a quarter of its value in the preceding weeks.
With earnings by themselves unable to lift the stock, could a stock split be around the corner?
Image source
2026-07-10
www.digitimes.com
2026-07-10
digitimes
Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing...
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2026-07-10
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2026-07-10
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Key facts: Micron ups U.S. capex to $250B+; ≥40% DRAM, NY fabs 2027‑28
Key facts: Micron ups U.S. capex to $250B+; ≥40% DRAM, NY fabs 2027‑28
Less than 1 min read
MU
+1.94%
Micron raises U.S. capex to $250B+ through 2035 to make ≥40% of DRAM domestically, speed Clay, NY build and expand DRAM/HBM capacity amid strong AI demand; shares rallied intraday.
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Cloud and AI i
2026-07-10
www.bisinfotech.com
2026-07-10
Bisinfotech
www.bisinfotech.com
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2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Keysight (KEYS) And WIN Launch Automated GaN MMIC Workflow For 5G Hardware
Bailey Pemberton
July 9, 2026 2 min read
KEYS
-0.56%
3105.TWO
+8.29%
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Keysight Technologies (NYSE:KEYS) and WIN Semiconductors have launched a joint automated MMIC des
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Micron Technology (
MU
+1.93%
) just reported a gross margin most software companies would envy, and it came from a business that stamps out physical memory chips. In its core data center unit, gross margin reached 87% last quarter.
For a company long treated as the poster child for commodity boom-and-bust cycles, that number is stunning. It is also the clearest sign yet that memory has become on
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
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2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Developments from these companies sent semiconductor stocks lower.
*Stock prices used were the afternoon prices of July 7, 2026. The video was published on July 9, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce monster return
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Infineon Technologies (XTRA:IFX) Opens Smart Power Fab Early On A Pricey Narrative
Infineon Technologies (XTRA:IFX) Opens Smart Power Fab Early On A Pricey Narrative · Simply Wall St.
Simply Wall St
July 9, 2026 2 min read
IFX.DE
+2.27%
IFX
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Infineon Technolo
2026-07-10
digitimes.com
2026-07-10
ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.