Semiconductor News & Analysis Feed
17758 articles
2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Micron goes into its June 24 earnings report with a memory business Wall Street no longer knows how to value. The old commodity-cycle playbook doesn't explain 81% gross margin guidance, HBM contracts signed years ahead, or a stock that has already run hard into the print.
Micron's next earnings call is not a routine update. It is a test of whether investors should still treat the company like a b
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
wccftech.com
2026-06-22
Wccftech
The Linux 7.2 Kernel Patches have seen the addition of a next-gen NVIDIA GPU architecture, cleverly listed as "Blackwell-Next".
NVIDIA's GPU architectures are not a mystery since the company has been outlining them in roadmaps for years now. We knew that Rubin was going to replace Blackwell years before its launch, and now we know that Feynman will replace Rubin. NVIDIA has only started volume pr
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.chosun.com
2026-06-22
조선일보
By Lee Hai-woon
Published 2026.06.22. 05:30
Updated 2026.06.22. 11:25
“If a super buyer like Apple has to purchase memory at high prices, who could be stronger than that? It’s Samsung Electronics, SK Hynix, and Micron, the companies selling memory.”
On June 22, the YouTube channel ‘Chosun Money,’ produced by the Chosun Ilbo’s economic department, featured ‘Wall Tech Man,’ a U.S. enterprise anal
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's opportunity.
This hidden growth driver could support Micron for years to come.
10 stocks we like better than Micron Technology ›
M
2026-06-22
www.aol.com
2026-06-22
AOL.com
The Entire Micron Investment Thesis Comes Down to This One Number
LAWRENCE NGA, THE MOTLEY FOOL
Mon, June 22, 2026 at 4:20 AM GMT+8
0
Key Points
As AI models become larger and more complex, chipmakers are increasing the amount of high-bandwidth memory (HBM) inside advanced AI data centers.
Even if AI server growth eventually slows, rising memory content per chip could continue expanding Micron's
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Software/NasdaqGS:SNPS
How Investors Are Reacting To Synopsys (SNPS) Turning Ansys Deal Into Multiphysics Fusion Offerings
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
In recent days, Synopsys has rolled out its first Multiphysics Fusion solutions integrating Ansys technology and was selected by GRU Space and Thea Energy, while Murata announced a collabora
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:MU·NASDAQ:NVDA·NYSE:ETN·NYSE:GE·NYSE:VRT·STOCK MARKET
2 MINS READ
AI INFRASTRUCTURE STOCKS OUTPACE NVIDIA AS POWER BECOMES THE BOTTLENECK
BY MARCIN FRĄCKIEWICZ
New York, June 21, 2026, 15:32 (EDT)
GE Vernova rose 18.0%, Vertiv 10.0% and Eaton 7.8% in the four-session week, while Nvidia gained 2.7%.
U.S. regulators gave six regional grid operators 60
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Most investors believe Micron (
MU
+6.34%
) must sell memory into more artificial intelligence (AI) servers to keep growing. That sounds reasonable.
After all, the artificial intelligence boom has sparked a massive wave of spending on data centers. Technology companies continue to build the infrastructure needed to train and run increasingly powerful AI models.
But investors may be focusing on t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron Q3 earnings, new home sales, Fed's preferred inflation data: What to watch this week
Yahoo Finance Video and Josh Lipton
Sun, June 21, 2026 at 1:00 PM PDT
MU
+6.82%
Trade MU on Coinbase
Trading disclosure
Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch this week, including Micron (MU) earnings, Cerebras (CBRS) earnings, Carnival (CCL) earnings, home sales
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
|
June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
QUICK SUMMARY
Hide
Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-22
www.newelectronics.co.uk
2026-06-22
New Electronics
www.newelectronics.co.uk
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a10225f18b37bacc
Performance and Security by Cloudflare
Privacy
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips?
Daniel Sparks, The Motley Fool
Sun, June 21, 2026 at 11:41 AM PDT 5 min read
INTC
+5.19%
2330.TW
-0.80%
NVDA
-0.97%
AAPL
-0.34%
Explore stocks on Coinbase
Trading disclosure
Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social
2026-06-22
www.benzinga.com
2026-06-22
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.