Semiconductor News & Analysis Feed
11769 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day
Jared Blikre
Fri, June 26, 2026 at 3:00 AM PDT 3 min read
MU
+15.81%
AAPL
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^GSPC
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NVDA
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AMZN
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Trading disclosure
Micron's blowout earnings did not just revive the AI trade. They showed how expensive it is becoming.
The memory chipmaker is getting paid first because
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 18:53
Samsung Electronics' Seocho office building in Seocho-gu, Seoul./Courtesy of News1
Samsung Electronics plans to significantly boost the energy efficiency of high bandwidth memory (HBM) and server solid-state drives (SSD) to meet rising power demand at artificial intelligence (AI) data centers. The overall employee turnover rate last year fell to singl
2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
www.reuters.com
2026-06-26
Reuters
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2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally
1 / 10
Wall St futures fall as chip stocks resume slide after Micron-led rally
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid
Reuters
Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read
MU
+15.81%
^IXIC
-0.46%
AAPL
-6.15%
INTC
+0.73%
NVDA
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June
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand
Ananya Gairola
Fri, June 26, 2026 at 2:46 AM PDT 6 min read
MU
-3.64%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
www.iotinsider.com
2026-06-26
IOT Insider
www.iotinsider.com
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2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
AEM vs UMS vs Frencken: The Ultimate 2026 Singapore Semiconductor Showdown
AEM vs UMS vs Frencken
Wilson H.
Fri, 26 June 2026 at 2:30 am GMT-7 6 min read
E28.SI
-7.19%
558.SI
-7.72%
AWX.SI
-6.83%
The global semiconductor industry has been on fire over the last few years, thanks to cloud computing and the advent of artificial intelligence (AI), which are driving the need for advanced semiconductor
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL
Zacks Equity Research
Fri, June 26, 2026 at 2:28 AM PDT 5 min read
MU
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QCOM
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MUU
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CHPX
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For Immediate Release
Chicago, IL – June 26, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Re
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Western Digital (WDC) Stock Rises As Micron’s $100 Billion AI Deals Lift Memory Sector
June 26, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron reported a strong quarter and announced about $100b in contracted AI memory revenue.
These contracts include substantial customer cash deposits and take or pay agreements that extend over mul
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
www.newelectronics.co.uk
2026-06-26
New Electronics
www.newelectronics.co.uk
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2026-06-26
realinvestmentadvice.com
2026-06-26
Real Investment Advice
DAILY MARKET COMMENTARY
MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON
By
RIA TEAM
| Jun 26, 2026
Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar
2026-06-26
eetimes.com
2026-06-26
Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms.
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
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Zacks
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Zacks Industry Outlook Kulicke and Soffa , Ultra Clean and Veeco
Zacks Industry Outlook Kulicke and Soffa , Ultra Clean and Veeco
7 min read
UCTT
−3.39%
VECO
−6.79%
For Immediate Release
Chicago, IL – June 26, 2026 – Today, Zacks Equity Research Kulicke and Soffa Industries KLIC, Ultra Clean Holdings UCTT and Veeco Instruments VECO.
Industry: Electronics Components
Link: https:/
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 17:31
/Courtesy of onsemi
U.S. power and sensing semiconductor corporations onsemi will acquire edge artificial intelligence (AI) solutions corporations Synaptics for about $7 billion (about 10.77 trillion won). Following AI data centers, the transaction targets the physical AI market, including automobiles, robots, and industrial equipment.
On the 25th, o
2026-06-26
www.electronicsforyou.biz
2026-06-26
Electronics For You BUSINESS
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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