Semiconductor News & Analysis Feed

173 articles
2026-06-30
www.insidermonkey.com 2026-06-30 Insider Monkey
NEWS Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook Published on June 30, 2026 at 6:26 am by GHAZAL AHMED in News SHARE Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Micron’s growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the Micron Technolo
2026-06-30
finance.yahoo.com 2026-06-30 Yahoo Finance
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook Ghazal Ahmed June 30, 2026 2 min read MU -4.71% Trade MU on Coinbase Trading disclosure Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Micron's growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the
2026-06-29
eetimes.com 2026-06-29
If Europe wants true defense resilience, it must reduce its dependence on big foreign tech ecosystems.
2026-06-29
eetimes.com 2026-06-29 Pablo Valerio
As U.S. regulators focus on supply chain transparency, China's expanding presence in Latin America has emerged as a major strategic challenge.
2026-06-27
digitimes.com 2026-06-27
MediaTek hosted MARC Workshop 2026 on June 24 through the MediaTek Advanced Research Center (MARC), recognizing the year's university-industry collaboration outcomes while outlining forward-looking R&D priorities in AI, satellite communications and next-generation connectivity.
2026-06-27
www.nature.com 2026-06-27 Nature
Research Briefing Published: 26 June 2026 Ultrashort light pulses can transform a semiconductor into a topological insulator Nature Physics (2026) Cite this article Save article 348 Accesses Metrics details The electronic structure of materials can be tailored using pulses of light, and through this so-called Floquet engineering, novel materials can be designed. Now, the technique has been us
2026-06-26
wccftech.com 2026-06-26 Wccftech
Micron says that it has locked in 16 memory customers in an unbreakable agreement, hinting that high prices will continue for several years. Memory prices for all sorts of DRAM components, including LPDDR, DDR, and HBM, are sky-high. This is due to the huge demand for memory generated by the booming AI segment. DRAM makers have been unable to keep up with demand for AI, and things are even worse
2026-06-26
digitimes.com 2026-06-26
On June 25, IBM unveiled what it calls the world's first sub-1nm chip technology: a 0.7nm — or 7 angstrom — transistor architecture built on an entirely new 3D platform called Nanostack. The announcement, timed to the VLSI 2026 symposium, marks the first time logic technology has extended below the 1nm node and, IBM says, opens a roadmap of at least a decade of further semiconductor scaling.
2026-06-26
digitimes.com 2026-06-26
Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.
2026-06-26
digitimes.com 2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
2026-06-25
digitimes.com 2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com 2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com 2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
www.qualcomm.com 2026-06-25 Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) and Meta today announced a strategic multi-generation collaboration for Qualcomm Technologies to be a supplier for data center CPUs for Meta. Qualcomm Technologies’ data center CPU, the Qualcomm Dragonfly™ C1000, is planned to power Meta’s next-generation server fleet, underscoring the growing importance of high-performance, power-efficient compute in lar
2026-06-25
news.google.com 2026-06-25 Business Wire
2026-06-24
pulse2.com 2026-06-24 Pulse 2.0
Micron Technology announced a strategic agreement with Anthropic focused on scaling next-generation AI infrastructure. The collaboration spans memory and storage AI architecture design, a supply agreement, enterprise adoption of Claude across Micron, and a strategic investment in Anthropic’s Series H funding round. Micron said the agreement connects the demands of frontier AI models with how infr
2026-06-23
www.benzinga.com 2026-06-23 Benzinga
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2026-06-23
digitimes.com 2026-06-23
Japan is preparing a sweeping public-private investment strategy totaling more than JPY370 trillion (US$2.3 trillion) by fiscal 2040, spanning 17 strategic sectors including AI, semiconductors, aerospace, and energy-related industries.
2026-06-22
www.theglobeandmail.com 2026-06-22 The Globe and Mail
BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastru
2026-06-22
ca.finance.yahoo.com 2026-06-22 Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries. Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure Micron Technology, Inc. Mon, June 22, 2026 at 6:00 a.m. PDT 3 min read MU -11.00% Micron Technology, Inc. Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption