Semiconductor News & Analysis Feed
21186 articles
2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
Micron
CEO Sanjay Mehrotra said Tuesday that memory chipmakers aren’t the only ones to blame for the current supply-and-demand imbalance, which has recently led to price hikes for smartphones, computers and other consumer electronics.
Customers who drove a hard bargain in pricing in recent years also contributed to the squeeze, Mehrotra argued, suggesting that left the industry underinvested for
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
www.thelec.net
2026-07-01
thelec.net
Former Dongbu Group (now DB Group) Chairman Kim Jun-ki leaves the Seoul Central District Court in Seoul on October 25, 2019, following a pre-arrest detention hearing. (Photo: News1)
DB HiTek Co., Ltd. (DB HiTek) has proposed a government-backed model for building a public production fab for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors, shifting from earlier requests for po
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
boisedev.com
2026-07-01
BoiseDev
boisedev.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500's daily gain of 0.79%. Elsewhere, the Dow
2026-07-01
www.idahoednews.org
2026-07-01
Idaho Education News
Micron Technology will provide seed funding for eligible children in Idaho communities where the company operates through a new initiative tied to federally created Trump Accounts. The company will also offer matching contributions for employees’ children.
Children in Ada, Boise, Canyon, Elmore and Gem counties will receive a $250 seed deposit from Micron into their 530A account, also known as a
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel and AMD add $2 trillion in value in Q2 rally
Vlad Schepkov
June 30, 2026 1 min read
INTC
-9.66%
NVDA
+0.71%
MU
-4.71%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.
Micron Technology rose over
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
amd
versal
memory on package
lpddr5x
AMD Introduces Versal Gen 2 Memory-on-Package SoC
6 sources
|
June 30, 2026
|
By LDS Team
7.0
Relevance Score
Photo: cdn.wccftech.com · rights & takedowns
QUICK SUMMARY
Hide
AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoC family, integrating up to 32 GB of LPDDR5X on-package memory with up to 288 GB/s of bandwidth, accordin
2026-07-01
wccftech.com
2026-07-01
Wccftech
AMD is releasing its first-ever SoCs with an on-package memory solution, the Versal Gen 2, which offers 10x compute uplift.
[Editor's Note] The release of Versal Gen 2 marks the first SoC from AMD to feature an on-package memory solution. Compared to Versal Gen 1, the move to LPDDR5X memory comes at a time when the entire tech industry is facing DRAM shortages, and with the prices of HBM products
2026-07-01
www.phonearena.com
2026-07-01
PhoneArena
www.phonearena.com
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2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
beth-kindig.medium.com
2026-07-01
Beth Kindig – Medium
Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
Beth Kindig
Follow
17 min read
·
Jul 1, 2026
Press enter or click to view image in full size
This article was originally published on I/O Fund on June 26, 2026
In less than a year’s time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective.
M
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.barchart.com
2026-07-01
Barchart.com
Engineer holding computer microchip by LIGHTFIELD STUDIOS via Adobe Stock
A class-action lawsuit filed on June 25 in a U.S. court has named Micron Technology (MU), Samsung Electronics, and SK Hynix in an anti-trust case over alleged DRAM price fixing. The claim is that these three companies, which control most of the global DRAM market, cut back production of older DDR3 and DDR4 chips while shif
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
www.investing.com
2026-07-01
Investing.com
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