Semiconductor News & Analysis Feed
11259 articles
2026-07-01
beth-kindig.medium.com
2026-07-01
Beth Kindig – Medium
Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
Beth Kindig
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17 min read
·
Jul 1, 2026
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This article was originally published on I/O Fund on June 26, 2026
In less than a year’s time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective.
M
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.barchart.com
2026-07-01
Barchart.com
Engineer holding computer microchip by LIGHTFIELD STUDIOS via Adobe Stock
A class-action lawsuit filed on June 25 in a U.S. court has named Micron Technology (MU), Samsung Electronics, and SK Hynix in an anti-trust case over alleged DRAM price fixing. The claim is that these three companies, which control most of the global DRAM market, cut back production of older DDR3 and DDR4 chips while shif
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
eciks.org
2026-07-01
eciks.org
Class action lawsuit accuses Samsung, SK Hynix, Micron of DRAM price-fixing
Published on 30 June 2026 at 4:45 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 265 times
© Class action lawsuit accuses Samsung, SK Hynix, Micron of DRAM price-fixing
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Samsung Electronics, SK Hynix, and Micron Technology face a federal class action lawsuit alleging the three memory c
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Chipmakers not named Nvidia
soared in the second quarter as investors widened their artificial intelligence portfolios, with Micron
and Intel
more than tripling in value and Advanced Micro Devices
not far behind.
Those three companies gained about $2 trillion in combined market cap in the period and are now the 10th, 11th and 12th most valuable U.S. tech companies.
While AI chipmaker Nvidia
2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MU Stock Alert: What to Know as Micron Commits $250M to Trump Accounts
Wajeeh Khan
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) shares are in focus on Tuesday morning after the memory chips specialist committed $250 million to the Trump Accounts ahead of its July 4 national launch.
Trump Accounts is the administration's newly rolled-out child savings pr
2026-07-01
siliconangle.com
2026-07-01
SiliconANGLE
Agentic AI is driving key technology providers to rethink the computing architecture required to run rapidly expanding autonomous systems.
In response to this challenge, two leading tech companies have recently unveiled a key milestone involving system-level validation for an entire rack-scale architecture. In June, CoreWeave Inc. and Nvidia Corp. announced the first bring-up and validation of Nv
2026-07-01
www.techtimes.com
2026-07-01
Tech Times
By Allen Lee
Published: Jun 30 2026, 4:12 PM EDT
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This illustration photo shows a stick of RAM (random-access memory) resting on an open laptop in Los Angeles, February 4, 2022. CHRIS DELMAS/GETTY IMAGES
A group of U.S. consumers and small businesses has filed an antitrust class-action lawsuit
2026-07-01
www.semiconductor-today.com
2026-07-01
Semiconductor Today
In first-quarter 2026, patent activity in silicon carbide (SiC) technology remained particularly dynamic, both upstream in substrates and epitaxial wafers and downstream in power devices and modules, according to technology intelligence and IP strategy consulting company KnowMade in two new patent monitoring services dedicated to SiC technology: the SiC Substrates & Epitaxial Wafers Patent Monitor
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
www.trefis.com
2026-07-01
Trefis
How Micron Used The AI Boom To Tame Its Oldest Demon
June 30th, 2026 · by Trefis Team
MUYTD+245.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze MU →
Beyond surging demand, the stock’s incredible run was powered by a new kind of deal designed to kill the company’s cyclical curse.
If you held Micron Technology (MU) over the last year, you did very, very well. An 820% gain tends to have that effect. For conte
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Artificial intelligence (AI) compute workloads in data centers are now shifting toward inference. Deloitte estimates that inference workloads will account for two-thirds of AI-focused computational workloads in data centers this year, up from 50% in 2025.
This has led to a strong jump in demand for chips capable of executing inference workloads cost-effectively. Nvidia currently leads the market
2026-07-01
www.trefis.com
2026-07-01
Trefis
Applied Materials Stock Is Priced For Perfection
June 30th, 2026 · by Trefis Team
AMATYTD+131.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze AMAT →
After a historic run, the biggest threat to the chip-equipment giant isn’t a lack of demand but the immense difficulty of executing flawlessly when expectations are this high.
If you hold Applied Materials (AMAT) stock, you’ve been rewarded for believing in th
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Zacks
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TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
3 min read
2330
−0.20%
NVDA
+0.71%
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Urmimala Biswas
June 30, 2026 4 min read
2330.TW
0.00%
NVDA
+0.71%
TSM
-4.25%
Explore stocks on Coinbase
Trading disclosure
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates streng
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
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Stock Story
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Why Is IPG Photonics (IPGP) Stock Soaring Today
Why Is IPG Photonics (IPGP) Stock Soaring Today
2 min read
IPGP
−7.74%
SOX
−4.65%
What Happened?
Shares of fiber laser manufacturer IPG Photonics
IPGP
jumped 5.3% in the afternoon session after Stifel reiterated its Buy rating and $125 price target on the stock, with the move also supported by a broader rebound in the semicon
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
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Stock Story
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Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today
Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today
2 min read
ALGM
−8.86%
What Happened?
Shares of chip designer Allegro MicroSystems
ALGM
jumped 5.7% in the afternoon session after analysts at Mizuho and TD Cowen raised their price targets on the company's stock. Mizuho increased its price target