Semiconductor News & Analysis Feed
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2026-06-25
news.google.com
2026-06-25
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2026-06-25
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2026-06-25
Financial Times
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2026-06-25
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2026-06-25
Bloomberg.com
Technology
Markets
Micron and Qualcomm Lift Chipmakers Amid Rapid AI Growth
Silicon wafers are sorted at Micron Technology Inc. headquarters in Boise, Idaho.
Photographer: Kyle Green/Bloomberg
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By Ryan Vlastelica
June 25, 2026 at 5:18
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall.
At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Texas Instruments (TXN) Stock After Capacity Expansion Push Is The Price Still Justified
Bailey Pemberton
Wed, June 24, 2026 at 2:12 PM PDT 6 min read
TXN
-0.41%
Trade TXN on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
If you are wondering whether Texas Instruments stock still offers value at
2026-06-25
mezha.net
2026-06-25
mezha.net
Micron forecasts stronger revenue, boosts stock as AI demand strains HBM supply
Thursday, 25 June 2026, 00:07
The chipmaker expects sales well above analyst estimates and plans heavy capex, hinting at wider industry shifts driven by AI—details could reshape server supply chains.
As stated by Reuters
Micron Technology expects quarterly earnings to beat analysts’ expectations, while noting that i
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video and Josh Lipton
Wed, June 24, 2026 at 2:01 PM PDT
MU
-0.31%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 bill
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video and Josh Lipton
Wed, June 24, 2026 at 2:01 PM PDT
MU
-0.31%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 bill
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
www.msn.com
2026-06-25
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-25
www.syracuse.com
2026-06-25
Syracuse.com
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2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
After fears that a less-than-stellar report from the memory-chip maker could further derail the AI trade after Tuesday's bruising sell-off, Micron delivered on all fronts.
Shares of the company surged 14% in after-hours trading after it crushed revenue estimates for its fiscal third quarter. Revenue came in at $41.46 billion compared to expectations for $35.7 billion. Earnings per share were $25.
2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d
2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's blowout earnings just reset the AI memory trade
Jared Blikre
Wed, June 24, 2026 at 1:40 PM PDT 2 min read
MU
-0.31%
000660.KS
+0.98%
^SOX
-0.18%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's profit machine Wednesday.
Micron (MU) and SK Hynix (000660.KS) had been two of the cleanest ways to trade the AI memory boom this year, both crushing the bro
2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
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2026-06-25
Investor's Business Daily
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2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced the expansion of its strategic relationship with Hugging Face to advance open, developer-driven artificial intelligence (AI) from devices to cloud infrastructure. This collaboration is intended to unite Qualcomm Technologies’ industry-leading device to data center platforms with Hugging Face’s global AI community, model ecosystem, and deve
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Incorporated (NASDAQ: QCOM), a connected computing leader at the center of the AI era, today outlined the acceleration of its diversification strategy and unveiled its comprehensive strategy for the data center, marking its next phase of growth across every tier of the compute continuum, at its 2026 Investor Day.
“We are defining Qualcomm’s next chapter as we accelerate our edge diversi