Semiconductor News & Analysis Feed
12100 articles
2026-06-24
www.financialcontent.com
2026-06-24
FinancialContent
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, In
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology Has Made a Terrific Move Before Its June 24 Earnings Report
Harsh Chauhan, The Motley Fool
Tue, June 23, 2026 at 9:20 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
While all eyes are on Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings report, which will be released after the market closes on June 24, the memory speciali
2026-06-24
www.aol.com
2026-06-24
AOL.com
Micron Technology Has Made a Terrific Move Before Its June 24 Earnings Report
HARSH CHAUHAN, THE MOTLEY FOOL
Wed, June 24, 2026 at 12:20 AM GMT+8
0
Key Points
Micron has entered into a strategic agreement with Anthropic.
Anthropic's stunning growth rate and need for more data center capacity mean Micron has a fast-growing customer that could corner a significant share of its memory supply.
10 s
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
Published on June 23, 2026 at 12:10 pm by HABIB UR REHMAN in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company’s latest relevant financial update came on June 10, 2026, when it reported May revenue
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How BE Semiconductor Industries (BESIY) Is Turning Hybrid Bonding Demand Into a Bigger AI Packaging Growth Target
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 2 min read
BESI.AS
-0.37%
BE Semiconductor Industries N.V. (OTC:BESIY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company strengthened its HBM-adjacent case on June 18, 2026, when it raised its long-term rev
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 1 min read
2330.TW
-4.02%
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company's latest relevant financial update came on June 10, 2026, when it reported May revenue o
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How NVIDIA’s (NVDA) GB300 Benchmark Win Highlights the Memory Demands Behind Agentic AI
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
NVDA
+0.18%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing high-bandwidth memory stocks to buy. A stronger topic fit came on June 12, 2026, when NVIDIA said its Blackwell Ultra GB300 NVL72 p
2026-06-24
uk.finance.yahoo.com
2026-06-24
Yahoo Finance UK
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, 23 June 2026 at 9:09 am GMT-7 1 min read
MU
-13.18%
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the engineering, procurement, and construct
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the
2026-06-24
www.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
While all eyes are on Micron Technology's (
MU
13.08%
) fiscal 2026 third-quarter earnings report, which will be released after the market closes on June 24, the memory specialist has just announced a strategic partnership with artificial intelligence (AI) specialist Anthropic, which could be a big deal in the long run.
On June 22, Micron said that its strategic agreement with Anthropic involves
2026-06-24
www.asktraders.com
2026-06-24
AskTraders
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23 Jun 2026, 17:04
Infineon Shares Slide 6% Despite Susquehanna’s Bullish Price Target Hike
Asktraders News Team
Infineon Technologies (ETR: IFX) shares tumbled more than 6% on Tuesday, closing at €80.56 from a previous close of €85.94, even as Wall Street firm Susquehanna issued a significantly upgraded price target — underscoring a growing disconnect between analyst optimism and b
2026-06-23
www.gasworld.com
2026-06-23
gasworld
© POSCO Air Solution
Posco opens rare gas plant for South Korean semiconductor market
By Sophie Gregory
19 hours ago
2 min read
Bookmark
Posco Air Solution (Posco), the industrial gas arm of Posco Group, has completed construction of a 130,000 Nm³ per year high-purity rare gases facility at the Donghoan site of its Gwangyang Works steel complex in South Korea.
The plant will produce high-purity
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
chargedevs.com
2026-06-23
Charged EVs
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Micron Stock Suddenly Crashed
Rich Smith, The Motley Fool
Tue, June 23, 2026 at 8:37 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
005930.KS
+9.84%
000660.KS
+0.98%
Explore stocks on Coinbase
Trading disclosure
Did the AI memory chip bubble just burst? Shares of memory specialist Micron (NASDAQ: MU) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Did the AI memory chip bubble just burst? Shares of memory specialist Micron (
MU
13.08%
) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this sell-off straight to one place:
South Korea.
Image source: Getty Images.
Big trouble in little Korea
Home to computer memory giants Samsung and SK Hynix, South Korea is the epicenter of money-making in the
2026-06-23
chargedevs.com
2026-06-23
Charged EVs
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2026-06-23
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2026-06-23
Essentials Cremation and Burial Services Inc.
essentialscbs.com
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2026-06-23
www.barchart.com
2026-06-23
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) shares are ripping higher ahead of the memory chipmaker’s Q3 earnings scheduled for June 24 after market close.
Analysts expect MU to nearly quadruple its third-quarter revenue to roughly $35 billion on a more than 10x increase in adjusted per-share earnings to $20.81.
Still, options pricing currently signal