Semiconductor News & Analysis Feed
11314 articles
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?
Shaun Pruitt
June 29, 2026 3 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology MU) delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the artificial intelligence spending boom.
The company posted record fiscal th
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
In recent years, Nvidia (
NVDA
+0.38%
) has been the hot growth stock that the market has been rallying around, determining the overall path forward. And as it has done well, so too has the S&P 500. The stock has been a lightning rod for growth investors, attracting plenty of investment dollars.
More recently, however, another big name in tech has been rising prominently, and that's Micron Techno
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls.
Video Muted
The move ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
David Moadel
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Taiwan raided Super Micro Computer's (SMCI) offices over alleged NVIDIA (NVDAD) AI chip smuggling to China, driving SMCI shares down 8% and extending a brutal 37% monthly slide.
Prosecutors alle
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
__fail__
2026-06-30
www.foxbusiness.com
2026-06-30
Fox Business
Invest Diva CEO Kiana Danial discusses her market predictions in the AI and space races on 'Making Money.'
Invest Diva CEO Kiana Danial provides market insights on Rocket Lab's acquisition of Iridium, emphasizing the strategic importance of spectrum and satellite networks. She also analyzes the performance of tech giants like Nvidia, calling it the "engine" of the A.I. economy, Micron as the "fue
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
__fail__
2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
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GuruFocus
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Micron and Intel Lead Chip Selloff
Micron and Intel Lead Chip Selloff
Less than 1 min read
MU
+0.94%
AMD
+6.61%
INTC
+1.54%
SOX
+2.17%
Micron
MU
and Intel (NASDAQ:INTC) led chip stocks lower Monday even as the broader market moved higher on easing U.S.-Iran tensions.
Micron fell 6% after a class-action lawsuit filed in California accused Micron, Samsung and SK Hynix of coord
2026-06-30
www.boisestatepublicradio.org
2026-06-30
Boise State Public Radio
Micron's AI boom offers a window into the economy's next chapter
By Gemma Gaudette
Published June 29, 2026 at 1:17 PM MDT
LISTEN • 21:25
Boise State University
A Boise State AI promotional image on the initiative's website.
It's been an extraordinary few weeks for Boise-based Micron. The company just reported record revenue, continues to see explosive demand for the advanced memory chips powering
2026-06-30
semiengineering.com
2026-06-30
Semiconductor Engineering
Researchers from ETH Zurich, lowRISC, and University of Bologna published a technical paper titled “Croc: Training the Next Generation Chip Designers on Domain-Specific End-to-End Open Source Silicon.”
This paper describes Croc, an open-source, customizable RISC-V SoC platform and teaching flow that lets students take domain-specific chip-design projects from architecture and RTL through physical
2026-06-30
appleinsider.com
2026-06-30
AppleInsider
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2026-06-30
news.google.com
2026-06-30
Seeking Alpha
2026-06-30
www.cnbc.com
2026-06-30
CNBC
Micron Technology
’s monster post-earnings rally is almost gone.
Shares of the maker of memory chips traded as low as $1,023.65 on Monday, down 18% from the 52-week high reached on Thursday. Monday’s session low is also nearly $25 below the stock’s closing level on Wednesday before Micron reported fiscal third-quarter revenues that blew past analyst expectations.
The sharp about-face has spurred
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Does Texas Instruments (TXN) Index Shift Reveal a Deeper Change in Its Semiconductor Role?
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Texas Instruments was removed from several Russell value and defensive indices but added to the Russell 1000 Dynamic Index and the Russell Top 50 Index, reflecting a reclassif
2026-06-30
www.statesman.com
2026-06-30
Austin American-Statesman
__fail__
2026-06-30
sourceability.com
2026-06-30
Sourceability
One of the most notable impacts AI has had on the semiconductor supply chain has been the surge in demand for high-bandwidth memory (HBM). As AI infrastructure investments continue to accelerate, memory manufacturers are increasingly prioritizing production for HBM and other high-end memory solutions, creating a ripple effect of line consolidation and dramatic shortages.
These pressures are becom
2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
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2026-06-30
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