Semiconductor News & Analysis Feed
22076 articles
2026-06-26
wkzo.com
2026-06-26
WKZO
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts.
Mi
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s claim that “the next generation of millionaires will be carpenters, plumbers and electricians”. Rusk’s framing was blunter. “If I was a young man or young woman, I
2026-06-26
news.ssbcrack.com
2026-06-26
SSBCrack
Home » Business » Apple Raises Prices on Macs and iPads Amid AI-Driven Memory Chip Shortage
Business
Apple Raises Prices on Macs and iPads Amid AI-Driven Memory Chip Shortage
By
News Desk
Last updated: June 25, 2026
3 Min Read
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Apple has announced a significant increase in the prices of its Mac and iPad product lines, largely attributed to a shortage of memory chips driven by the rapid expa
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
FOX Business host Charles Payne discusses the technology company's performance on 'Making Money.'
Charles Payne and Ivana Delevska, Spear Invest CIO, dissect Micron Technology's Q3 FY26 earnings report, highlighting significant beats across all metrics. They emphasize the role of strategic customer agreements in ensuring stable, long-term memory supply for AI, data centers, mobile, and automotive
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
For years, Qualcomm (
QCOM
+3.65%
) has been seen as a premium smartphone chipmaker that raked in billions from the mobile revolution. However, investors may be witnessing the beginning of a new chapter.
At yesterday’s investor day, the company unveiled ambitious plans to more than double its non-handset sales in just three years, to $40 billion. While total revenue growth doesn’t seem significan
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Missed NVIDIA's 900% Run? Micron Could Be AI's Next Big Winner
Tirthankar Chakraborty
Thu, June 25, 2026 at 12:00 PM PDT 3 min read
MU
+15.81%
NVDA
-1.59%
Explore stocks on Coinbase
Trading disclosure
With the advent of artificial intelligence (AI), NVIDIA Corporation's NVDA shares have soared 902.3% over the past five-year period, pushing the company's market capitalization above $4 trillion, an
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.87%
) and AMD (
AMD
+1.34%
) are the two largest producers of discrete GPUs. They both produce data center GPUs for the booming AI market.
However, Nvidia often attracts more attention than AMD because it controls more than 90% of the discrete GPU market. AMD, which tries to compete against Nvidia with its cheaper chips, only holds a single-digit share. Nvidia also generates most
2026-06-26
www.boston25news.com
2026-06-26
Boston 25 News
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
www.wsbtv.com
2026-06-26
WSB-TV
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
www.whio.com
2026-06-26
WHIO TV
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
www.kiro7.com
2026-06-26
KIRO 7 News Seattle
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
www.actionnewsjax.com
2026-06-26
Action News Jax
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
www.wsoctv.com
2026-06-26
WSOC TV
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Texas Instruments (TXN) stock is trading at $312.98, reflecting a daily gain of 3.25%. The price is positioned above its key moving averages, highlighting notable strength relative to recent trend levels.
Guyasuta Investment Advisors Inc. has reduced its holdings in Texas Instruments by 19.9% during the first quarter, which may indicate portfolio rebalancing or a changed view on TXN, according to
2026-06-26
apnews.com
2026-06-26
AP News
A shopper looks over Apple MacBook laptops on display in a Costco warehouse on June 2, 2026, in Sheridan, Colo. (AP Photo/David Zalubowski, File)
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the con
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron Technology (
MU
+15.36%
) had a very good day on Thursday. Apple (
AAPL
5.74%
) did not. Those two facts may sound unrelated, but one move inspired the other quite directly. And they pulled the major market indexes in opposite directions today.
Micron surged 16% on Thursday after reporting blowout earnings, but the memory chipmaker's gain came at a cost for many other tech stocks. Micron s
2026-06-26
ts2.tech
2026-06-26
TechStock²
25 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:AMAT·STOCK MARKET·TECHNOLOGY
2 MINS READ
APPLIED MATERIALS (NASDAQ:AMAT) GAINS $50 BILLION AS AI MEMORY TRADE PUSHES PAST STREET FORECASTS
BY IWONA MAJKOWSKA
NEW YORK, June 25, 2026, 14:07 EDT
Applied Materials shares jumped 10.7% to $652.07 at 1:52 p.m. EDT, pushing its market value up by around $50.4 billion.
The stock was 18.7% over the average an
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
Home
Earnings Analysis
Tech
Micron And SK hynix: The End Of Harsh Cyclicality May Be In Sight
Jun 25, 2026, 2:33 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockMETA, META:CA, ZMET:CA
, SKHY, DRAM
Ricardo Fernandez
3.81K Followers
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(9min)
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Summary
Micron Technology, Inc. delivered another earnings beat and raised guidance, signaling robust AI
2026-06-26
etfdb.com
2026-06-26
ETF Database
etfdb.com
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2026-06-26
tomshardware.com
2026-06-26
Bruno Ferreira
Microsoft increases Xbox Series console prices for the third time in two years — $100-$150 upswings on every model except the now-dead 2 TB version