Semiconductor News & Analysis Feed
21357 articles
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
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Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
2-MIN READ
0
Listen
Make SCMP preferred on Google
Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC 'Turin' processors.
2026-06-30
www.semiconductor-today.com
2026-06-30
Semiconductor Today
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron reported yet another blowout quarter recently.
The company is using longer-term service agreements to increase revenue visibility.
Despite the gains, Micron only trades for about 11 times forward earnings estimates.
10 stocks we like better than Micron Technology ›
It's fair to say that investors were skeptical heading into Micron's (NASDAQ: MU) latest earnings report. The s
2026-06-30
news.google.com
2026-06-30
simplywall.st
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
After Gaining 800% in 1 Year, Wall Street Just Upgraded Micron to "Strong Buy" -- Unanimously. Here's Why.
Matt Frankel, CFP®, The Motley Fool
June 30, 2026 4 min read
MU
-7.84%
NVDA
-1.27%
Explore stocks on Coinbase
Trading disclosure
It's fair to say that investors were skeptical heading into Micron's (NASDAQ: MU) latest earnings report. The stock had already gained more than 700% over the prev
2026-06-30
www.insidermonkey.com
2026-06-30
Insider Monkey
NEWS
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Published on June 30, 2026 at 6:26 am by GHAZAL AHMED in News
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Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron’s growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the Micron Technolo
2026-06-30
tomshardware.com
2026-06-30
Bruno Ferreira
HamsterOS fits on just a single 1.44 MB floppy disk, and it's set for a full release this November.
2026-06-30
www.chosun.com
2026-06-30
조선일보
By Soonchan Park
Published 2026.06.30. 18:02
Updated 2026.07.01. 10:16
Samsung Electronics Vice Chairman Jun Young-hyun announces an investment plan at the Southwest Region Advanced Industry Development Vision National Report Meeting held at the Gwangju Kim Dae-jung Convention Center on the 30th. /News1
On June 30, CEOs of Samsung Electronics and SK Hynix, Jun Young-hyun and Kwak Noh-jung, anno
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade
Ghazal Ahmed
June 30, 2026 1 min read
AMAT
-9.84%
ASML.AS
-7.17%
LRCX
-8.67%
KLAC
-8.71%
NVDA
-1.48%
Explore stocks on Coinbase
Trading disclosure
Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
On June 29, Cantor Fitzgerald analyst C.J. Muse raised the
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Ghazal Ahmed
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron's growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.trefis.com
2026-06-30
Trefis
Micron Stock Redefined Its Future, But the Market Isn't Convinced Yet
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here's what they're waiting for.
On Jun 24, 2026, Micron (MU) threw down a gauntlet when it updated its outlook, raising its Q4 2026 revenue guidance by an eye-watering
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Mayflower Financial Advisors increased its stake in Taiwan Semiconductor Manufacturing by 33.4% in the first quarter, buying 1,400 more shares and bringing its total to 5,592 shares worth about $1.89 million.
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
It's fair to say that investors were skeptical heading into Micron's (
MU
7.26%
) latest earnings report. The stock had already gained more than 700% over the previous year, and had posted several blowout earnings reports in a row. In fact, on the day of Micron's latest earnings report, the stock was down significantly during the trading day before the afternoon announcement.
However, it's fair t
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
www.barrons.com
2026-06-30
Barron's
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