Semiconductor News & Analysis Feed
12094 articles
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) have been the subject of intense debate this week after a roughly 13% sell-off rattled holders ahead of the company’s fiscal Q3 2026 earnings, scheduled for release today, June 24, after the market close. On CNBC’s Morning Call, Kevin Cassidy, Senior Research Analyst at Rosenblatt Securities, made the case that the pullback is due to “i
2026-06-25
www.aol.com
2026-06-25
AOL.com
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
OMOR IBNE EHSAN
Thu, June 25, 2026 at 12:30 AM GMT+8
0
Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) delivered 251% revenue growth and datacenter sales up 645%, with Goeckeler calling it a structural m
2026-06-25
www.benzinga.com
2026-06-25
Benzinga
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of that you can actually think about earnings growth and not only 27 but also 28.” That is the b
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
MU
-0.37%
SNDK
-2.15%
NVDA
-0.54%
SMH
-0.35%
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Trading disclosure
Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could
2026-06-25
news.google.com
2026-06-25
GuruFocus
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
HOME>MARKET-COMMENTARY
MARKET-COMMENTARY
There’s a New Stock on My Radar as We Wait for Micron
A powerful rotation continues.
James "Rev Shark" DePorre·Jun 24, 2026, 12:15 PM EDT
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2026-06-24
www.businessinsider.com
2026-06-24
Business Insider
After the AI trade took a tumble on Tuesday led by losses in chip stocks, the market is bracing for Micron earnings.
AI stocks have been fueling record highs, with the bull market proving resilient despite ongoing macro uncertainties like the war in Iran, inflation, and Federal Reserve policy.
After Tuesday's pullback, Micron's quarterly reports looms. As one of the top stock performers in 2026,
2026-06-24
www.chosun.com
2026-06-24
조선일보
By Park Ji-min
Published 2026.06.25. 00:31
Samsung Electronics' 6th-generation high-bandwidth memory (HBM4). /Samsung Electronics
Samsung Electronics has allocated half of its high-bandwidth memory (HBM) production capacity to the 6th-generation HBM4, according to industry insights. Following the world’s first shipment of HBM4 in February, the company is ramping up production to recover market s
2026-06-24
kotaku.com
2026-06-24
Kotaku
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
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2026-06-24
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Vanguard Tech vs. iShares Semiconductor: Which ETF Looks Best for Your Portfolio in 2026?
Erin Kennedy, The Motley Fool
Wed, June 24, 2026 at 8:35 AM PDT 4 min read
VGT
-1.68%
^GSPC
-0.33%
Trade VGT on Coinbase
Trading disclosure
The Vanguard Information Technology ETF (NYSEMKT:VGT) offers a lower-cost, diversified play on the broad tech sector, while the iShares Semiconductor ETF (NASDAQ:SOXX) p
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
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2026-06-24
www.investopedia.com
2026-06-24
Investopedia
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2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.ad-hoc-news.de
2026-06-24
Ad-hoc-news.de
Infineon, Accelerates
Infineon Accelerates €5 Billion Factory Launch and Price Hikes, but Tech Slowdown Looms
24.06.2026 - 17:16:19 | boerse-global.de
Infineon opens its largest-ever factory three months early to meet surging AI and EV chip demand, but shares dip 2.7% as investors question return on massive capacity.
Infineon - Infineon Accelerates €5 Billion Factory Launch and Price Hikes, but
2026-06-24
www.aol.com
2026-06-24
AOL.com
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
VANDITA JADEJA
Wed, June 24, 2026 at 10:59 PM GMT+8
0
wellesenterprises / iStock Editorial via Getty Images
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QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus IoT gr
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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