Semiconductor News & Analysis Feed
22490 articles
2026-06-26
www.msn.com
2026-06-26
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-26
www.reuters.com
2026-06-26
Reuters
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2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
New AI Systems Launched: Social media lit up as Applied Materials unveiled advanced chipmaking equipment designed to boost DRAM and packaging for AI applications. Investors highlighted the company's focus on overcoming the memory wall in high-performance computing. The announcement drove immediate gains in the stock.
Market Rally Ignites: Discussion turned sharply positive amid a broader semicond
2026-06-26
timesofindia.indiatimes.com
2026-06-26
The Times of India
The TOI Business Desk is a vigilant and dedicated team of journalists committed to delivering the latest and most relevant business news from around the world to readers of The Times of India. The primary focus of the TOI Business Desk is to keep a watchful eye on the global business landscape, covering a wide spectrum of industries, markets, economic trends, in-depth analysis, exclusive reports a
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Shockwave Sends This AI Chip Stock Soaring
Nauman Khan
Thu, June 25, 2026 at 10:16 AM PDT 1 min read
SSNLF
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This article first appeared on GuruFocus.
SK Hynix (HXSCL) shares climbed more than 15% on Thursday after the South Korean chipmaker outlined plans for a U.S. listing and got a lift from stronger-than-expected results at Micron (NASDAQ:MU),
SK Hynix said it plans to issue 17.7
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU | MU Price Prediction) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural rather than a cyclical shift in
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Omor Ibne Ehsan
Thu, June 25, 2026 at 10:15 AM PDT 4 min read
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Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential.
NV
2026-06-26
cnycentral.com
2026-06-26
WSTM
Micron Technology, Inc. reported record financial results for its fiscal third quarter of 2026, driven by surging demand for memory and storage products tied to artificial intelligence and data center expansion.
The Boise-based semiconductor company said revenue for the quarter ended May 28 reached $41.5 billion, up from $23.9 billion in the prior quarter and $9.30 billion a year earlier.
Net in
2026-06-26
www.techtimes.com
2026-06-26
Tech Times
By Allen Lee
Published: Jun 25 2026, 1:09 PM EDT
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A man walks past the logo of Samsung Electronics displayed at the company's Seocho building in Seoul on April 7, 2026. JUNG YEON-JE/AFP VIA GETTY IMAGES
Samsung Electronics has put hard numbers behind a packaging bet it is making for next-genera
2026-06-26
gazettengr.com
2026-06-26
Peoples Gazette Nigeria
Apple hikes Macs, iPads prices by $200 amid global memory chip shortage
Globally, memory chips and storage prices have increased significantly as suppliers redirect production towards the demand for high-bandwidth memory used in AI servers.
FEMI AJANAKU • JUNE 25, 2026
Apple
Global tech giant Apple Inc. has increased the prices of its MacBooks and iPads by up to $200 a the company responds to t
2026-06-26
easternherald.com
2026-06-26
The Eastern Herald
OpenAI and Broadcom Unveil Jalapeño, a Custom AI Chip Claiming Half the Inference Cost
OpenAI says its new custom chip cuts inference costs by 50%. The company has not published the benchmarks to prove it.
BY TECHNOLOGY DESK
JUNE 25, 2026
OpenAI CEO Sam Altman and Broadcom CEO Hock Tan at the Jalapeño chip announcement. [Image Source: CNBC]
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SAN FRANCISCO – The most expensive part of r
2026-06-26
www.inavateonthenet.net
2026-06-26
Inavate Magazine
IBM ‘block of flats’ chip design could put 100 billion transistors on a silicon chip
NEWS
25/06/2026
IBM has unveiled a new chip design which could allow 100 billion transistors on a silicon chip as small as a human fingernail.
IBM’s new chip technology is the equivalent of around 0.7 nanometres, which could make it the world’s first chip technology below one nanometre.
The company claims th
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
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TSM
-0.32%
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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.
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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
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%
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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
247wallst.com
2026-06-26
24/7 Wall St.
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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
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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