Semiconductor News & Analysis Feed
16149 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.
Chris Neiger, The Motley Fool
Tue, June 23, 2026 at 6:35 AM PDT 4 min read
MU
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There have been many artificial intelligence (AI) stock winners over the past few years, but Micron Technology (NASDAQ: MU) stands out even among some of t
2026-06-23
www.forbes.com
2026-06-23
Forbes
BREAKING
BUSINESS
Global Tech Rout—Nvidia, Tesla, More—Hits Markets: Here’s What Fueled The Selloff
ByTy Roush,
Forbes Staff.
Ty Roush is a breaking news reporter based in New York City.
Follow Author
Jun 23, 2026, 09:34am EDT
TOPLINE
Some of the largest chip and memory stocks fueled a selloff across global markets, as analysts pointed to “anxiety” ahead of Micron’s earnings amid investors pr
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm's AI Pivot: Smarter Than It Looks
Trefis Team
Tue, June 23, 2026 at 6:32 AM PDT 3 min read
NVDA
-4.13%
QCOM
-8.01%
AMD
-5.76%
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Photo by TheDigitalArtist on Pixabay
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has sp
2026-06-23
www.trefis.com
2026-06-23
Trefis
Qualcomm’s AI Pivot: Smarter Than It Looks
June 23rd, 2026 by Trefis Team
-10.90%
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204
Market
182
Trefis
QCOM
Qualcomm
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has spent decades refining low-power computing.
That expertise is increasingly relevant as AI sp
2026-06-23
realmoney.thestreet.com
2026-06-23
TheStreet Pro
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2026-06-23
www.01net.it
2026-06-23
01net
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2026-06-23
pro.thestreet.com
2026-06-23
TheStreet Pro
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Micron Hits Price Target: Should We Buy, Sell or Hold?
Here’s how we’re playing Micron after a stunning 850% gain.
Ed Ponsi·Jun 23, 2026, 9:30 AM EDT
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2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher.
Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares are down 10% to
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
David Moadel
Tue, June 23, 2026 at 6:27 AM PDT 4 min read
SNDK
-13.64%
DRAM
-14.25%
MU
-13.18%
WDC
-8.45%
NVDA
-4.13%
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Quick Read
SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.thelec.net
2026-06-23
thelec.net
Jay Y. Lee inspects the C1 and C2 production lines at Samsung Electronics' Cheonan campus. (Photo: Samsung Electronics)
Jay Y. Lee, executive chairman of Samsung Electronics, inspected the company's high-bandwidth memory (HBM) production operations in Cheonan, South Korea, reviewing supply readiness for HBM4 products that have recently generated strong business momentum.
On June 23, Lee visited
2026-06-23
www.eejournal.com
2026-06-23
EEJournal
June 23, 2026
Infineon launches cloud-based virtual platform powered by AWS to accelerate automotive microcontroller evaluation
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) is collaborating with Amazon Web Services (AWS) to accelerate microcontroller (MCU) evaluation to shorten development cycles for automotive systems. As part of this collaboration, Infineon is launching a cloud-based pla
2026-06-23
www.bnnbloomberg.ca
2026-06-23
BNN Bloomberg
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The Street
Micron stock tumbles on memory-chip makers selloff
Matt Bryson, managing director in equity research at Wedbush Securi
2026-06-23
qz.com
2026-06-23
qz.com
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2026-06-23
news.google.com
2026-06-23
Business Wire
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
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Simulations Plus Advances Agentic Drug Development with NVIDIA BioNeMo Agent Toolkit
Business Wire
Tue, June 23, 2026 at 6:15 AM PDT 4 min read
SLP
+0.28%
NVDA
-4.13%
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New capabilities connect AI agents, scientific literature, and validated computational en
2026-06-23
www.manilatimes.net
2026-06-23
The Manila Times
Production-ready 3DI technology supports more compact FEMs for advanced 5G devices
MALTA, N.Y., June 23, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the production readiness of its SLATE™ wafer-to-wafer bonding technology on its industry-leading 9SW radio-frequency silicon-on-insulator (RF-SOI) platform, delivering advanced 3D integration (3DI) for compact, high-pe
2026-06-23
nvidianews.nvidia.com
2026-06-23
NVIDIA Newsroom
News Summary:
Industry and research leaders including Dassault Systèmes, Databricks, Lilly, Schrödinger, Snowflake, the UW Medicine Institute for Protein Design and dozens others are adopting, and Anthropic and OpenAI are integrating, NVIDIA BioNeMo Agent Toolkit to bring agentic life sciences workflows to researchers and scientists.
NVIDIA BioNeMo Agent Toolkit — including NVIDIA Nemotron, NemoC
2026-06-23
blogs.nvidia.com
2026-06-23
NVIDIA Blog
How Businesses Are Building Specialized AI They Can Trust
With NVIDIA Agent Toolkit — an open foundation comprising models, tools, skills and a secure runtime for AI agents — enterprises are building specialized AI tuned for domain-specific workflows.
June 23, 2026 by Justin Boitano
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Companies are asking how to build specialized AI that fits with the way their workflows actually run.
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