Semiconductor News & Analysis Feed
2434 articles
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
digitimes.com
2026-06-30
Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft, and Nintendo all having signaled product price increases as widening supply-demand gaps continue to drive up memory costs.
2026-06-30
digitimes.com
2026-06-30
Samsung said on June 29 it will invest a combined KRW2,655 trillion (approx. US$1.72 trillion as of June 30, 2026) across its domestic operations, splitting the figure between continued buildout of its existing Pyeongtaek and Yongin semiconductor clusters and a fresh push into Korea's southwestern Honam region, where the bulk of the new money is aimed at memory capacity.
2026-06-30
digitimes.com
2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
news.google.com
2026-06-30
아시아경제
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Investors initially cheered the report, but the enthusiasm faded.
The fantastic results might be unsustainable, but investors can celebrate while it lasts.
*Stock prices used were the afternoon prices of June 25, 2026. The video was published on June 27, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and the Mi
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
In recent years, Nvidia (
NVDA
+0.38%
) has been the hot growth stock that the market has been rallying around, determining the overall path forward. And as it has done well, so too has the S&P 500. The stock has been a lightning rod for growth investors, attracting plenty of investment dollars.
More recently, however, another big name in tech has been rising prominently, and that's Micron Techno
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Smart Money is Leaving Nvidia for This AI Chip Stock
Ananda Banerjee
June 29, 2026 5 min read
NVDA
+0.37%
MU
+0.94%
Explore stocks on Coinbase
Trading disclosure
Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up.
That single fa
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Over the last five years, Nvidia (
NVDA
+0.38%
) has been the quintessential millionaire-maker stock -- returning roughly 950% compared to the S&P 500's relatively modest gain of 74%. The company's powerful graphics processing units (GPUs) are the workhorses of the generative artificial intelligence (AI) industry. And its advantages in scale and technology have helped it stay ahead of the competit
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
If you asked me which stock would have a better 2026, Nvidia (
NVDA
+0.38%
) or Advanced Micro Devices (
AMD
+6.74%
), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely come to the same conclusion as my projection.
However, the market is in love with AMD's stock, and it has trounced Nvidia's year-to-date performance. Since the st
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Micron (
MU
+1.18%
) stock slipped 2% through 12:35 p.m. ET Monday as even more worries about the durability of demand for DRAM and NAND computer memory surfaced.
Perennial Micron bull Jordan Klein at Mizuho is doing his best to contain the damage with a note in support of Micron today... but it seems to be having limited effect.
Image source: Micron.
What's worrying Micron investors today
Ove
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Shares of Micron Technology (
MU
+1.18%
) have shot up by a staggering 259% in 2026, as of this writing, and it looks like its red-hot rally isn't going to end any time soon.
The latest catalyst for Micron stock came when it released its fiscal 2026 third-quarter results (for the three months ended May 28) on June 24. The company's revenue and earnings blew past Wall Street's expectations, and it
2026-06-29
investinglive.com
2026-06-29
investingLive
Shares of Nvidia and Micron are both trading lower today, putting key technical support levels under pressure.
For Nvidia, the stock opened higher and tested its 100-day moving average at $196.36, reaching a session high of $196.18—just shy of that key resistance level. Buyers leaned and quickly turned into sellers, driving the stock lower toward its 200-day moving average at $190.72. The decline
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
As of the end of last week, shares of Micron Technology (
MU
+1.18%
) were up close to 300% since the beginning of the year. It has been among the hottest stocks to own. But what may surprise you is that despite such impressive gains, it's still not the best-performing stock on the S&P 500.
The one S&P 500 stock that's been outperforming Micron this year is Sandisk (
SNDK
+0.10%
). Its gains of o
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
It has been a frustrating year for Nvidia (
NVDA
+0.38%
) investors, as the tech giant's shares have barely delivered any gains so far in 2026. The PHLX Semiconductor Sector index, for comparison, has registered remarkable gains of 79% this year.
However, it is difficult to justify Nvidia's underperformance in the first half of 2026. The company is on track to deliver better results this fiscal y
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
As demand for memory and storage products has surged and supply has been limited, Micron Technology (
MU
+1.18%
) has been benefiting from the ongoing shortage in a big way. Its results have looked fantastic, as it has been able to raise prices and generate impressive margins amid continuously strong demand.
The stock has soared 800% over the past 12 months and has become one of the most valuable
2026-06-29
www.investing.com
2026-06-29
Investing.com
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