Semiconductor News & Analysis Feed
16005 articles
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
soared in premarket trading on Thursday after the memory maker reported blockbuster third-quarter earnings as the AI boom causes demand for memory to surge.
The company’s revenue more than quadrupled from $9.3 billion a year earlier to $41.46 billion in its fiscal third quarter, it reported on Wednesday. Revenue came in higher than analyst expectations of nearly $36 billion, according to
2026-06-25
www.cnbc.com
2026-06-25
CNBC
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
letsdatascience.com
2026-06-25
Let's Data Science
FUNDING & BUSINESS
south korea
semiconductors
government investment
Korean President and Samsung Discuss Chip Cluster
3 sources
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June 25, 2026
6.2
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Photo: newsimg.koreatimes.co.kr · rights & takedowns
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President Lee Jae Myung met with Samsung Electronics Co. Chairman Lee Jae-yong on Thursday to discuss plans for regional semiconductor investments in the southern
2026-06-25
www.inc.com
2026-06-25
inc.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The Zacks Analyst Blog Highlights Micron and NVIDIA
Zacks Equity Research
Thu, June 25, 2026 at 2:04 AM PDT 4 min read
MU
-0.31%
NVDA
-0.50%
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For Immediate Release
Chicago, IL – June 25, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacti
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
For the first time, the company became the top vendor by revenue in data center Ethernet switches — the networking gear that helps connect AI chips inside data centers, according to market research firm IDC.
This market is growing fast because cloud giants and other large businesses are pouring hundreds of billions into building out AI data centers. IDC research vice president Paul Nicholson call
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Tech stocks surge as Micron earnings ease AI fears, oil falls further
By Alun John and Ankur Banerjee
Thu, June 25, 2026 at 5:47 AM PDT 3 min read
MU
-0.31%
QCOM
-3.29%
^NDX
-0.43%
DX-Y.NYB
-0.08%
^IXIC
-0.43%
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By Alun John and Ankur Banerjee
LONDON/SINGAPORE, June 25 (Reuters) - Stocks surged on Thursday after strong earnings and forecasts from chipm
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
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2026-06-25
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
www.upi.com
2026-06-25
upi.com
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2026-06-25
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2026-06-25
IndexBox
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Is NVIDIA (NVDA) One of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years?
Bob Karr
Thu, June 25, 2026 at 1:18 AM PDT 1 min read
NVDA
-0.50%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, the company announced that a record 35 NVIDIA AI HPC supercomputers are in d
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
In Part 1, we looked at the innovations underpinning the Cerebras WSE-3 and why its most significant breakthrough is the elimination of data movement overhead at the architectural level, not better yield management or thermal engineering. Cerebras’ on-wafer fabric is a viable answer to the question being asked by the entire industry: how do you move data fast enough that compute stops waiting?
Th
2026-06-25
www.wsj.com
2026-06-25
WSJ
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2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro amid global memory chip shortage
AI-driven demand for memory chips is pushing component costs up by as much as 75%, and Tim Cook says absorbing those increase