Semiconductor News & Analysis Feed
1951 articles
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
A small victory in the face of a gargantuan problem.
2026-06-26
stockstory.org
2026-06-26
StockStory
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2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
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2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-26
www.kvue.com
2026-06-26
KVUE
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2026-06-26
www.cbsnews.com
2026-06-26
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Apple, Microsoft blame chip shortage for price hikes on electronic products
Apple and Microsoft announced they're hiking prices for some electronic products, including computers and XBOX consoles, citing a shortage of memory chips. C
2026-06-26
www.msn.com
2026-06-26
MSN
Major tech hikes: Apple and Microsoft have raised prices on Macs, iPads, and Xbox consoles, blaming soaring memory costs driven by AI data centre demand.
Supply squeeze impact: Chipmakers are prioritizing AI orders, causing DRAM prices to surge up to 98% this year and leaving less supply for consumer devices.
Prolonged shortage: Micron expects tight memory supply until at least 2027, suggesting
2026-06-26
www.msn.com
2026-06-26
MSN
Tech giants raise prices: Apple and Microsoft announced significant price hikes for Macs, iPads, and Xbox consoles, citing soaring memory costs linked to AI demand.
AI drives chip shortage: Major memory producers are shifting supply to AI data centres, creating shortages and pushing up costs for consumer electronics manufacturers.
Long road to relief: Micron expects shortages to last through 202
2026-06-26
www.msn.com
2026-06-26
MSN
Who’s raising prices?: Apple and Microsoft are hiking prices on iPads, MacBooks, and Xbox consoles due to surging memory and storage chip costs.
Why now?: AI data centres are consuming most of the global memory supply, leaving less for consumer electronics and pushing prices higher.
How long will it last?: Micron expects shortages to persist beyond 2027, meaning continued supply pressure and pot
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
2330.TW
-2.09%
TSM
-1.90%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 16, Aletheia Capital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
MU
-3.89%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
indianexpress.com
2026-06-26
The Indian Express
Asian Stock Market Crash Explained: Asian stock markets tanked as much as 6% on Friday (June 26) as Apple’s move to jack up prices of some of its product lines by as much as 20%, and the South Korean government’s proposal to tax unrealised gains on equities, weighed on sentiment for AI and chip-related stocks.
South Korea’s Kospi index ended 5.8% lower on Friday, briefly triggering the 8% lower c
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
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2026-06-26
techeconomy.ng
2026-06-26
Techeconomy
Apple has increased the prices of several iPad, MacBook and smart home products after a surge in memory chip costs, saying it can no longer absorb the impact of an industry-wide supply squeeze driven by growing investment in AI data centres.
The price changes do not affect the iPhone, but they push the entry-level MacBook Neo to $699 from its launch price of $599. Apple said skyrocketing memory a
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
-6.15%
^GSPC
-0.01%
NVDA
-1.59%
AMZN
-3.14%
Explore stocks on Coinbase
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
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.electronicsforyou.biz
2026-06-26
Electronics For You BUSINESS
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2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
HSBC raises Micron Technology target price to $1,700 from $1,100
The bank's latest upgrade caps a staggering series of revisions that have seen Micron's price target quintuple in 2026, fueled by insat