Semiconductor News & Analysis Feed
12096 articles
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Micron (
MU
0.02%
) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory chips.
As a result, memory stocks have soared across the board, with Micron gaining 767% in a year. The stock even topped $1 trillion in market cap along the way, as have the two other South Korean memory giants, SK Hynix and Samsung.
The memory chip mark
2026-06-24
news.google.com
2026-06-24
NAI500
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Will Micron Soar on Wednesday? Watch These 3 Things When It Reports Earnings
Jeremy Bowman, The Motley Fool
Tue, June 23, 2026 at 8:20 PM PDT 5 min read
MU
-0.39%
NVDA
+0.06%
000660.KS
+0.98%
005930.KS
+9.84%
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Trading disclosure
Micron (NASDAQ: MU) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory c
2026-06-24
srnnews.com
2026-06-24
SRN News
SEOUL, June 24 (Reuters) – SK Hynix’s overtaking of Samsung Electronics to become South Korea’s most valuable firm was the culmination of 14 years of bets that brought it skepticism and scorn but ultimately put it at the centre of the global AI gold rush.
In 2012, conglomerate SK Group acquired Hynix Semiconductor in a deal that was considered financially irresponsible. Samsung, in contrast, was
2026-06-24
www.weex.com
2026-06-24
WEEX
SK Hynix has become the purest large-cap bet on AI memory, and the question most investors are now asking is simple: where does the stock go from here? As of June 23, 2026, SK Hynix (KRX: 000660) traded around ₩2,555,000, down roughly 12% in a single session after reports that Nvidia may trim Rubin output and that SK Hynix is slowing HBM4 capacity expansion. That whiplash is the whole story in min
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is Officially the Largest Stock in the World. Is the Artificial Intelligence (AI) Giant Still Cheap?
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 7:50 PM PDT 3 min read
NVDA
+0.19%
GOOGL
+1.21%
V
+0.50%
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Trading disclosure
Nvidia (NASDAQ: NVDA) is the largest company in the world, and by a large margin. Second-place Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL)
2026-06-24
www.reuters.com
2026-06-24
Reuters
__fail__
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK Hynix's bet on a niche memory chip made it more valuable than Samsung
Hyunjoo Jin and Heekyong Yang
Tue, June 23, 2026 at 7:37 PM PDT 5 min read
000660.KS
+0.98%
005930.KS
+9.84%
AMD
+0.03%
Trade AMD on Coinbase
Trading disclosure
By Hyunjoo Jin and Heekyong Yang
SEOUL, June 24 (Reuters) - SK Hynix's overtaking of Samsung Electronics to become South Korea's most valuable firm was the culm
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia
(
NVDA
3.99%
)
is the largest company in the world, and by a large margin. Second-place
Alphabet
(
GOOG
0.61%
)
(
GOOGL
0.85%
)
sits at a $4.5 trillion market cap, while Nvidia hovers around $5.1 trillion. That $600 billion gap is massive, equivalent to the size of
Visa
.
With Nvidia being the largest company in the world, some investors would consider the stock expensive. However, after br
2026-06-24
pulse2.com
2026-06-24
Pulse 2.0
Micron Technology announced a strategic agreement with Anthropic focused on scaling next-generation AI infrastructure. The collaboration spans memory and storage AI architecture design, a supply agreement, enterprise adoption of Claude across Micron, and a strategic investment in Anthropic’s Series H funding round.
Micron said the agreement connects the demands of frontier AI models with how infr
2026-06-24
www.sony-semicon.com
2026-06-24
sony-semicon.com
Sony Semiconductor Solutions Corporation (Sony) today announced the upcoming release of the LYTIA 610, a 1/2-type approximately 64-effective megapixel CMOS image sensor with the RB2×2 On Chip Lens (OCL) pixel structure. This is the industry’s first*1 product with this pixel structure to be mass produced.
By combining the RB2×2 OCL pixel structure with dedicated array conversion processing (remosa
2026-06-24
www.prnewswire.com
2026-06-24
PR Newswire
Sony Semiconductor Solutions to Release Advanced 1/2-type CMOS Sensor for Mobile Applications Featuring Industry's First*1 RB2×2 OCL Pixel Structure for Both High Resolution and AF Performance
NEWS PROVIDED BY
Sony Semiconductor Solutions Corporation
Jun 23, 2026, 22:00 ET
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New pixel design and algorithm deliver more than 20% higher definition compared to Sony's convent
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on.
The tech-heavy Nasdaq Composite fell approximately 2% on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session.
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Nvidia and Alphabet, two of th
2026-06-24
www.mufgresearch.com
2026-06-24
MUFG Research
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Better Artificial Intelligence (AI) Stock to Buy: SpaceX vs. Nvidia
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 5:47 PM PDT 4 min read
SPCX
-0.17%
NVDA
-0.29%
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Trading disclosure
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX. It may not sound like an AI
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.hpcwire.com
2026-06-24
HPCwire
www.hpcwire.com
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (
SPCX
+0.46%
), better known as SpaceX. It may not sound like an AI investment at first, but it is. Earlier this year, before it went public, SpaceX acquired another of Elon Musk's companies -- xAI, the business behind the Grok generative AI platform and the social media platform X
2026-06-24
eu.36kr.com
2026-06-24
36Kr
The AI data center boom has driven a sharp surge in power semiconductors.
电子工程世界
2026-06-24 08:17
Power semiconductor manufacturers that want to make profits cannot afford to miss the huge opportunity represented by AI data centers.
In the past two days, power semiconductors have witnessed a significant surge. According to the latest institutional research reports, AI data centers are emerging as
2026-06-24
www.investing.com
2026-06-24
Investing.com
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