Semiconductor News & Analysis Feed
22078 articles
2026-06-26
apnews.com
2026-06-26
AP News
Specialist Patrick King, left, and trader Dylan Halvorsen work on the floor of the New York Stock Exchange, Thursday, June 25, 2026. (AP Photo/Richard Drew)
NEW YORK (AP) — The U.S. stock market is drifting in mixed trading Thursday after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products.
The S&P 500 r
2026-06-26
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
Trade TSM on Coinbase
Trading disclosure
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-26
www.forbes.com
2026-06-26
Forbes
INNOVATION
CLOUD
Qualcomm’s AI Data Center Bet: Inside The Dragonfly Strategy
BySteve McDowell,
Contributor.
Chief Analyst & CEO, NAND Research.
Follow Author
Jun 25, 2026, 12:38pm EDTJun 25, 2026, 02:30pm EDT
Summary
Agentic AI is dramatically shifting data center economics, making inference the dominant workload and straining infrastructure with increased memory and data movement demands. Q
2026-06-26
www.androidauthority.com
2026-06-26
Android Authority
Affiliate links on Android Authority may earn us a commission. Learn more.
Only a few years back, we were still looking forward to smartphone chips manufactured on a 2nm process as the next big thing. Fabrication advancements have now made 2nm chips a reality — so what’s next? Engineers have already been pushing the limits of physics for a while now, and although they’re probably going to come up
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead
Omor Ibne Ehsan
Thu, June 25, 2026 at 9:30 AM PDT 4 min read
MU
+16.13%
NVDA
-1.91%
QCOM
+5.92%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron locked $100 billion in guaranteed sales through 2030 and hit 84% gross margins; Qualcomm raised its non-handset revenue target to $40 bill
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, 25 June 2026 at 9:30 am GMT-7
AAPL
-6.15%
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean for consumers and Apple's hardware busine
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, June 25, 2026 at 9:30 AM PDT
AAPL
-4.55%
Trade Apple on Coinbase
Trading disclosure
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video
Thu, June 25, 2026 at 9:27 AM PDT
MU
+17.10%
^GSPC
+0.10%
NVDA
-2.25%
Explore stocks on Coinbase
Trading disclosure
Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and gro
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support.
Video Muted
But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM).
The Intel Rally Has Outrun the Bu
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street
Alex Sirois
Thu, June 25, 2026 at 9:26 AM PDT 3 min read
2330.TW
0.00%
INTC
-1.30%
NVDA
-2.13%
9984.T
+7.90%
TSM
-0.54%
Explore stocks on Coinbase
Trading disclosure
Quick Read
TSMC dominates AI chip manufacturing with 72% foundry market share, a 46% profit margin, and trades at just 30x forward
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
/
Stock Story
/
Why Is Micron (MU) Stock Soaring Today
Why Is Micron (MU) Stock Soaring Today
3 min read
MU
+16.39%
What Happened?
Shares of memory chips maker Micron
MU
jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked in $100 billion of contracts, and
2026-06-26
tomshardware.com
2026-06-26
Luke James
Riot Games has announced that it plans to let players stop its Vanguard anti-cheat from loading on startup.
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
/
EQS
/
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
3 min read
IFX
+3.08%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron's blowout earnings are a headache for Apple
Jared Blikre
Thu, June 25, 2026 at 9:19 AM PDT 2 min read
MU
+16.11%
AAPL
-4.84%
Explore stocks on Coinbase
Trading disclosure
Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
Investors are rewarding Micron (MU) for a global memory squeeze that has pushed pricing power
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Everyone Is Talking About Micron
Bram Berkowitz, The Motley Fool
Thu, June 25, 2026 at 9:15 AM PDT 4 min read
MU
+16.01%
NVDA
-1.89%
Explore stocks on Coinbase
Trading disclosure
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
global.morningstar.com
2026-06-26
Morningstar
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2026-06-26
global.morningstar.com
2026-06-26
Morningstar
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