Semiconductor News & Analysis Feed
11259 articles
2026-07-01
www.pcmag.com
2026-07-01
PCMag
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-07-01
www.pcmag.com
2026-07-01
PCMag Australia
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-07-01
www.chicagobooth.edu
2026-07-01
The University of Chicago Booth School of Business
Ignoring intangible capital can skew productivity and growth figures.
Companies today are generating more and more value from intangible assets. Those intangibles—such as customer data, technology, research and development, and brand identity—now account for over half of the total value of acquired assets in mergers and acquisitions, up from about one-third in the early 2000s, research from Stanf
2026-07-01
marketwise.com
2026-07-01
MarketWise
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2026-07-01
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2026-07-01
Zacks Investment Research
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2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
developer.nvidia.com
2026-07-01
NVIDIA Developer
GPU-accelerated query engines are often constrained by memory and I/O bandwidth. NVIDIA hardware advances—including high bandwidth memory (HBM), NVIDIA NVLink-C2C, and dedicated decompression engines featured in NVIDIA GB200 NVL4—help remove these bottlenecks by increasing effective storage capacity, accelerating data movement between CPUs and GPUs, and speeding data access without consuming strea
2026-07-01
morethanmoore.substack.com
2026-07-01
More Than Moore
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Q&A with Micron’s VP and GM of Memory
The Opportunity and Demand of DRAM + HBM
DR. IAN CUTRESS
JUL 01, 2026
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Faces Antitrust Lawsuit Over AI Memory Production Cuts
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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A civil antitrust lawsuit has been filed against Micron Technology, Samsung, and SK hynix alleging coordinated memory production cuts during the AI-driven chip shortage.
The case claims the companies restricted supply
2026-07-01
analyticsindiamag.com
2026-07-01
Analytics India Magazine
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Micron Technology has emerged as a key player in the high-bandwidth memory market, crucial for AI infrastructure.
The company has reported record earnings, with significant revenue growth driven by strong demand for AI memory.
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
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2026-07-01
news.google.com
2026-07-01
marketscreener.com
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
AMD confirms plans to incorporate low-power CPU cores into next-generation heterogeneous CPUs to lower power consumption and improve energy efficiency.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in extreme ultraviolet (EUV) lithography systems. Lam Research supplies wafer fabrication equipment and services to the semiconductor industry.
Both these companies have become crucial to AI-c
2026-07-01
www.pcmag.com
2026-07-01
PCMag
UPDATE 7/1: Supermicro denies that its offices in Taiwan were raided by local authorities. But the company says four Supermicro Taiwan employees were held for questioning.
"Let me also correct one point that has been widely misreported: Supermicro’s offices in Taiwan were not raided by any government authorities. Rather, this week’s events reflect our ongoing collaboration with Taiwanese authorit
2026-07-01
www.wsj.com
2026-07-01
WSJ
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2026-07-01
tomshardware.com
2026-07-01
Andrew E. Freedman
Microsoft is further pruning its Surface line, with the Surface Laptop Go 3 and Surface Go 4 going out of stock without clear follow-ups.
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has delivered one of the most extraordinary first halves in semiconductor history, with shares up 301.46% year to date through June 29, 2026. After a run like that, the question is whether anything is left in the tank.
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My 24/7 Wall St. price target for Micron is $1,013.82, implying -11.48% downside from $1,145.28. Combined with extr
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
Alex Sirois
June 30, 2026 3 min read
SNDK
-7.26%
MU
-4.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron crushed Q3 estimates by 18%, generated $18 billion in free cash flow, yet trades at only 9x forward earnings.
SanDisk's 26-bagger rally masks a $1.64 billion net loss, a 10% sequential consumer sa
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has Reddit calling it “the next play”.
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The SanDisk Trade Has Nothing Left to Give
SanDisk went from $47.25 to $2,335 in twelve months. That is a 26-bagger in a commodity NAND business that just printed