Semiconductor News & Analysis Feed
22471 articles
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%
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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.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.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.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
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
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
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Earnings Analysis
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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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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
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor.
Video Muted
CUDA Carries NVIDIA. MI450 Carries AMD’s Hopes.
NVIDIA’s Q1
2026-06-26
www.tradingkey.com
2026-06-26
TradingKey
Texas Instruments Inc (TXN) moved up by 3.53%. The Technology Equipment sector is up by 1.62%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 17.98%; SanDisk Corporation (SNDK) up 20.50%; NVIDIA Corp (NVDA) down 2.14%.
Texas Instruments experienced notable upward movement accompanied by significant intraday volatility, driven primarily
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
President of Sarge986 LLC Stephen Guilfoyle discusses Micron's earnings outlook and his strategy for holding the stock on 'Making Money.'
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-26
www.newswire.com
2026-06-26
Newswire.com
Vadzo Imaging Explains AR0234 vs AR0235: How to Choose the Right 2MP Global Shutter USB Camera for Speed-Critical Applications
PRESS RELEASE • JUN 25, 2026 18:00 UTC
2MP global shutter imaging at up to 120fps forms the common baseline for both the Onsemi AR0234 and the Onsemi AR0235 HyperLux SG, with the AR0234 delivering a 1/2.6-inch optical format at 3.0 µm pixel pitch and the AR0235 delivering
2026-06-26
hothardware.com
2026-06-26
HotHardware
IBM Just Shattered Moore's Law With Sub-1 Nanometer Chips
by Zak Killian — Thursday, June 25, 2026, 01:55 PM EDT
Comments
IBM today announced what it calls the world's first sub-1 nanometer chip technology, unveiling a new 0.7nm (7 angstrom) semiconductor process built around an entirely new transistor architecture dubbed "nanostack." The announcement is significant not only because it pushes se