Semiconductor News & Analysis Feed
16143 articles
2026-06-23
www.sdcexec.com
2026-06-23
Supply & Demand Chain Executive
www.sdcexec.com
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2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
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Technology stocks are getting hammered today as investors react to a broad market sell-off, and memory-chip maker Micron Technology (NASDAQ:MU | MU Price Prediction) has been swept up in the downturn. The memory chipmaker’s stock fell roughly 12% in early trading, wiping billions of dollars from its market value at the open.
Yet the sell-off looks disconnected from the long-term forc
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Rich Duprey
Tue, June 23, 2026 at 7:36 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Quick Read
Despite a 12% drop during a broader tech rout, the company remains one of the primary beneficiaries of the AI-driven memory boom.
AI demand is expanding beyond High Bandwidth Memory in
2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
At $2,184 for SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong, now have to catch up to the rally.
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SanDisk is the standalone NAND flash pure play spun out of Western Digital in February 2025. Micron is the only U.S.-based DRAM a
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
Vandita Jadeja
Tue, June 23, 2026 at 7:27 AM PDT 4 min read
MU
-13.18%
SNDK
-13.64%
NVDA
-4.13%
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Quick Read
SanDisk surged 4,586% and Micron 833% over the past year on AI memory demand, yet both stocks trade significantly above analyst consensus targets.
Micron's forward P/E of 10, a 30% divid
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.thestreet.com
2026-06-23
thestreet.com
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2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
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What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
ASML Holding N.V. (ASML) Reported Strong Returns in Q1
Soumya Eswaran
Tue, June 23, 2026 at 7:03 AM PDT 3 min read
ASML.AS
-0.24%
^GSPC
+0.68%
CL=F
-4.62%
ASML
-1.16%
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Trading disclosure
Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund re
2026-06-23
www.marketbeat.com
2026-06-23
MarketBeat
Micron’s Sudden Plunge May Be an AI Buying Chance
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 23, 2026
KEY POINTS
Micron Technology shares fell more than 8% after South Korea's KOSPI plunged 10%, creating a macro-driven pullback ahead of its fiscal third-quarter earnings report.
Micron announced a strategic partnership with Anthropic on June 22, covering memory supply, co-design
2026-06-23
www.genengnews.com
2026-06-23
Genetic Engineering and Biotechnology News
www.genengnews.com
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2026-06-23
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2026-06-23
Genetic Engineering and Biotechnology News
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2026-06-23
siliconangle.com
2026-06-23
SiliconANGLE
Realizing value from AI investment has become the ultimate prize for most enterprises today. This requires the ability of data and compute to work together, a key mission for the partnership between Nvidia Corp. and DataDirect Networks Inc.
Both companies have been collaborating on solutions that facilitate consumption of AI across an organization, with a focus on optimizing the use of GPUs insid
2026-06-23
www.espn.com
2026-06-23
ESPN
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2026-06-23
www.tikr.com
2026-06-23
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock: 7%
$MU Share Price as of Jun. 22: $1211
52-Week High: $1214
$MU Stock Price Target: $992
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock is leading the memory sector higher today after two prominent Wall St
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 p.m. PDT 1 min read
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifted to risk-off mode, selling this year's market leaders after a hawkish Federal Reserve signaled last