Semiconductor News & Analysis Feed
87 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Danielle Liverance
Thu, July 2, 2026 at 6:45 AM PDT 5 min read
MU
+0.27%
LRCX
+2.52%
005930.KS
-6.25%
000660.KS
-5.68%
NVDA
+3.24%
Explore stocks on Coinbase
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Quick Read
Lorraine Tan warns that Micron, which has surged 305% year to date, faces a 20 to 30% correction as Samsung and SK Hynix supply floods the
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For holders of Micron Technology (NASDAQ:MU | MU Price Prediction), the poster
2026-07-02
global.morningstar.com
2026-07-02
Morningstar
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2026-07-01
www.morningstar.com
2026-07-01
Morningstar
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Funds
How Micron Became 25% of a Value ETF
How Micron Became 25% of a Value ETF
Methodology rules created a perfect storm for Micron to dominate the ETF’s portfolio.
Brendan McCann, CFA
Jul 1, 2026
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Samuel Boivin/NurPhoto via Getty
Securities in This Article
iShares Russell 1000 Value ETF
(IWD)
iShares MSCI USA Value Factor ETF
(VLUE)
Micron Technology Inc
(MU)
Vanguard Value Index Fun
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
China tungsten curbs disrupt WF6 supplies, raising risks for HBM and AI chip output
AI Summary
The push to expand AI semiconductor output is straining supply chains for specialty electronic gases, an analysis said. China’s controls on high-purity tungsten exports have led to disruptions in Japan’s supply of tungsten hexafluoride (WF6), raising new supply-chain risks for high-bandwidth me
2026-06-26
quantumzeitgeist.com
2026-06-26
Quantum Zeitgeist
DEEP TECH, TECHNOLOGY
IBM’s 7 Angstrom Chips Boost Efficiency by 70% Over 2nm
June 26, 2026
BY IVY DELANEY
IBM has unveiled a computer chip built with transistor nodes measuring 0.7 nanometers, or 7 angstroms wide. This achievement marks the first time transistors at this scale have been realized, surpassing the current industry standard of 2 nanometer chips. In a chip the size of a fingernail, t
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
global.morningstar.com
2026-06-26
Morningstar
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2026-06-26
global.morningstar.com
2026-06-26
Morningstar
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2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-18
www.morningstar.com
2026-06-18
Morningstar
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PR Newswire
Brewer Science to Acquire Semiconductor Chemical Business Line from Heraeus Epurio
Brewer Science to Acquire Semiconductor Chemical Business Line from Heraeus Epurio
Provided by PR Newswire Jun 18, 2026, 11:30:00 PM
Brewer Science to Acquire Semiconductor Chemical Business Line from Heraeus Epurio
Brewer Science to Acquire Semiconductor Chemical Business Line from Heraeus Ep
2026-06-18
www.morningstar.com
2026-06-18
Morningstar
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PR Newswire
PCB Technologies Awarded Approximately EUR 8.6 million Orders from a Semiconductor Industry Customer
PCB Technologies Awarded Approximately EUR 8.6 million Orders from a Semiconductor Industry Customer
Provided by PR Newswire Jun 18, 2026, 3:00:00 PM
PCB Technologies Awarded Approximately EUR 8.6 million Orders from a Semiconductor Industry Customer
PCB Technologies Awarded
2026-06-18
www.morningstar.com
2026-06-18
Morningstar
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PR Newswire
SK hynix Ships Samples of 12-Layer Next-Gen 'HBM4E'
SK hynix Ships Samples of 12-Layer Next-Gen 'HBM4E'
Provided by PR Newswire Jun 18, 2026, 7:35:00 AM
SK hynix Ships Samples of 12-Layer Next-Gen 'HBM4E'
SK hynix Ships Samples of 12-Layer Next-Gen 'HBM4E'
PR Newswire
SEOUL, South Korea, June 17, 2026
- Delivers 12-high HBM4E samples to major customers
- Achieves
2026-06-18
global.morningstar.com
2026-06-18
Morningstar
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2026-06-18
global.morningstar.com
2026-06-18
Morningstar
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2026-06-17
global.morningstar.com
2026-06-17
Morningstar
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2026-06-17
www.morningstar.com
2026-06-17
Morningstar
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PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Provided by PR Newswire Jun 17, 2026, 8:00:00 PM
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell
2026-06-17
www.morningstar.com
2026-06-17
Morningstar
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PR Newswire
VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
Provided by PR Newswire Jun 17, 2026, 12:00:00 AM
VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
VITURE Unveils Helix, the First AI Safe