Semiconductor News & Analysis Feed

2437 articles
2026-06-24
www.fool.com 2026-06-24 The Motley Fool
Collapse NASDAQ: MU Micron Technology Today's Change (-13.08%) $-158.47 Current Price $1052.91 MU YTD 1W 1M 3M 6M 1Y 5Y PRICE VS S&P KEY DATA POINTS Market Cap $1.2T Day's Range $1038.70 - $1125.00 52wk Range $103.38 - $1213.56 Volume 55.9K Avg Vol 50.8M Gross Margin 58.54% Dividend Yield 0.05% Micron Technology ( MU 13.08% ), an AI-focused memory and storage chipmaker, closed at $1,051.77, down
2026-06-24
investinglive.com 2026-06-24 investingLive
It was a rough day in the stock market as a selloff in South Korea left that market down 9.9% and raised concerns about the ongoing mania in chip stocks, particularly memory names. Much of the intense panic concentrated on Micron (MU), which cratered more than 13% today. This massive pre-earnings flush comes just 24 hours before they report their fiscal Q3 earnings on Wednesday. Despite a major m
2026-06-24
www.investors.com 2026-06-24 Investor's Business Daily
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2026-06-24
www.tradingkey.com 2026-06-24 TradingKey
Texas Instruments Inc (TXN) moved down by 8.53%. The Technology Equipment sector is down by 4.51%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 10.91%; SanDisk Corporation (SNDK) down 12.44%; NVIDIA Corp (NVDA) down 3.09%. On June 23, 2026, Texas Instruments faced a significant downward correction, primarily driven by a massive,
2026-06-24
www.fool.com 2026-06-24 The Motley Fool
As graphics processing unit (GPU) clusters grow larger and more power-hungry, electrical connections are reaching their limits when it comes to speed, heat, and energy use. In separate announcements, both Goldman Sachs and Nokia ( NOK 5.06% ) recently flagged photonics as the next critical layer in artificial intelligence (AI) infrastructure. Optical networking, which uses light to move data, offe
2026-06-24
www.insidermonkey.com 2026-06-24 Insider Monkey
NEWS Why ASMPT Limited’s (ASMVY) Repeat TCB Tool Order Deepens Its Role in HBM and AI Packaging Published on June 23, 2026 at 12:10 pm by HABIB UR REHMAN in News SHARE ASMPT Limited (OTC:ASMVY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company sharpened its HBM relevance on June 8, 2026, when it announced a repeat order for eight chip-to-wafer Thermo-Compression Bondi
2026-06-24
www.insidermonkey.com 2026-06-24 Insider Monkey
NEWS Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom Published on June 23, 2026 at 12:10 pm by HABIB UR REHMAN in News SHARE Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company’s latest relevant financial update came on June 10, 2026, when it reported May revenue
2026-06-24
www.fool.com 2026-06-24 The Motley Fool
While all eyes are on Micron Technology's ( MU 13.08% ) fiscal 2026 third-quarter earnings report, which will be released after the market closes on June 24, the memory specialist has just announced a strategic partnership with artificial intelligence (AI) specialist Anthropic, which could be a big deal in the long run. On June 22, Micron said that its strategic agreement with Anthropic involves
2026-06-23
www.fool.com 2026-06-23 The Motley Fool
Did the AI memory chip bubble just burst? Shares of memory specialist Micron ( MU 13.08% ) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this sell-off straight to one place: South Korea. Image source: Getty Images. Big trouble in little Korea Home to computer memory giants Samsung and SK Hynix, South Korea is the epicenter of money-making in the
2026-06-23
www.tradingkey.com 2026-06-23 TradingKey
NVIDIA Corp (NVDA) moved down by 3.16%. The Technology Equipment sector is down by 4.75%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 10.34%; SanDisk Corporation (SNDK) down 12.19%; NVIDIA Corp (NVDA) down 3.16%. Nvidia experienced a notable downward correction and heightened intraday volatility during the session, driven by a com
2026-06-23
www.fool.com 2026-06-23 The Motley Fool
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2026-06-23
www.tradingkey.com 2026-06-23 TradingKey
Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor
2026-06-23
blogs.nvidia.com 2026-06-23 NVIDIA Blog
How Businesses Are Building Specialized AI They Can Trust With NVIDIA Agent Toolkit — an open foundation comprising models, tools, skills and a secure runtime for AI agents — enterprises are building specialized AI tuned for domain-specific workflows. June 23, 2026 by Justin Boitano 0 Share Companies are asking how to build specialized AI that fits with the way their workflows actually run.  T
2026-06-23
fortune.com 2026-06-23 Fortune
For one day at least, South Korea had a new most valuable company. SK Hynix, one of the world’s largest producers of memory chips, surpassed Samsung Electronics in market capitalization on Monday. After a 5.6% surge in its share price, SK Hynix was worth over 2.1 quadrillion won ($1.35 trillion), just ahead of Samsung at $1.34 trillion. Samsung retook the top spot on Tuesday, after SK Hynix’s sh
2026-06-23
www.tradingkey.com 2026-06-23 TradingKey
ASML exhibits strong growth potential, driven by strategic partnerships with Tesla and SpaceX’s Terafab project, which may require over 100 EUV lithography machines. With FY2026 revenue projected between €36 billion and €40 billion, ASML is positioned for double-digit year-over-year growth. Supported by robust demand from legacy semiconductor giants and an improving 53% gross margin, the company c
2026-06-23
www.snsinsider.com 2026-06-23 SNS Insider
The 3D IC market is witnessing tremendous growth because the semiconductor industry is adopting advanced packaging technologies in order to address the escalating needs for better performance, bandwidth, and energy efficiency required for artificial intelligence, HPC, 5G networking, automotive electronics, and consumer devices. Traditional planar chip designs have started facing physical and econo
2026-06-23
www.moomoo.com 2026-06-23 Moomoo
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2026-06-23
www.fool.com 2026-06-23 The Motley Fool
Nvidia ( NVDA 3.99% ) has been a cornerstone of the artificial intelligence boom since OpenAI released ChatGPT in November 2022. The stock has returned 1,340% since January 2023. Yet, it trades around 20 times forward earnings today, near the cheapest valuation in the past decade. Nvidia is "too cheap to ignore," wrote Morningstar analyst Brian Colello on June 17, adding, "We don't foresee a slow
2026-06-23
en.sedaily.com 2026-06-23 Seoul Economic Daily
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2026-06-23
www.fool.com 2026-06-23 The Motley Fool
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