Semiconductor News & Analysis Feed
22520 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand
Reuters
Thu, June 25, 2026 at 6:40 AM PDT 1 min read
MU
+13.88%
TSLA
+0.02%
META
-1.26%
005930.KS
+5.29%
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June 25 (Reuters) - Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory ch
2026-06-25
www.ocregister.com
2026-06-25
Orange County Register
BUSINESS
News
Wall Street drifts in mixed trading after Micron soars and Apple drops
Micron and AI stocks broadly have been under pressure recently because of worries that their profits can’t possibly keep pace with the tremendous rallies for their stock prices.
Options traders David Rush, left, and Scott Frinzi work on the floor of the New York Stock Exchange, Tuesday, June 16, 2026. (AP Photo/Ri
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
www.datacenterknowledge.com
2026-06-25
Data Center Knowledge
IBM’s NanoStack transistor platform promises to extend chip scaling beyond nanosheets, offering improvements in AI performance, memory density, and energy efficiency.
IBM has developed what it calls the world’s first sub-1-nanometer semiconductor technology, unveiling a new transistor architecture designed to extend chip scaling as AI workloads drive demand for more compute and greater energy eff
2026-06-25
finimize.com
2026-06-25
Finimize
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2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Launches BioNeMo As Life Sciences Firms Roll Out Integrations
June 25, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) launched its BioNeMo Agent Toolkit this week, a domain-focused AI platform for life sciences research.
The toolkit is designed for AI agents and scientific teams to automate, reason, a
2026-06-25
cybernews.com
2026-06-25
Cybernews
cybernews.com
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2026-06-25
www.investopedia.com
2026-06-25
Investopedia
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2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Software/NasdaqGM:FIVN
Micron Stock Has Investors Looking At 3 AI Software Names
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Micron’s huge Q3 2026 surprise, with revenue and earnings far above analyst estimates and a roughly 7x share price move over the past year, has pulled fresh attention to companies that help power data centers and advanced computing. When one stock
2026-06-25
www.streetinsider.com
2026-06-25
StreetInsider
www.streetinsider.com
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2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Less than 1 min read
MU
+13.43%
According to estimates from 42 analysts, Micron Technology, Inc. stock's average price target has risen from $1150.51 to $1406.86, with forecasts ranging from $345 t
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
David Moadel
Thu, June 25, 2026 at 6:20 AM PDT 4 min read
MU
+11.23%
SNDK
+13.59%
WDC
+4.17%
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Quick Read
Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC) shares jumped after Micron locked in $100B of contracted AI me
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon.
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The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and Western Digital (
2026-06-25
www.whalesbook.com
2026-06-25
Whalesbook
Apple has increased prices for its iPad and MacBook lineups by up to $300 as memory and storage chip costs rise. Driven by intense AI datacenter demand, this component shortage is squeezing hardware profit margins and may signal a cooling trend for consumer electronics sales. This shift marks a significant challenge for global tech manufacturers struggling with soaring material costs.
What Happen
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Ed Ponsi·Jun 25, 2026, 9:15 AM EDT
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2026-06-25
www.manilatimes.net
2026-06-25
The Manila Times
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips
A new epitaxy system optimized for DRAM fabs adds a critical logic-class step-boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints
New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
bits-chips.com
2026-06-25
Bits&Chips
Headline
Japanese researcher proposes simpler high-NA EUV optics design
25 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
A researcher at the Okinawa Institute of Science and Technology (OIST) has proposed a new optical architecture for high-NA EUV lithography. The approach replaces today’s highly complex optical layouts with a simpler in-line configuration that uses carefu
2026-06-25
blogs.nvidia.com
2026-06-25
NVIDIA Blog
The Ultimate Summer Sale Pairing: Steam Sale Meets GeForce NOW Discounts
Big summer deals arrive along with ‘Dark Scrolls’ and ‘The Adventures of Elliot: The Millennium Tales’ joining six new games this week.
June 25, 2026 by GeForce NOW Community
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Summer savings are heating up. From the Steam Summer Sale to GeForce NOW membership discounts, this week’s GFN Thursday delivers double the d
2026-06-25
www.msn.com
2026-06-25
MSN
Tech giants raise prices: Apple and Microsoft have increased prices on Macs, iPads and Xbox consoles due to unprecedented memory and storage cost spikes.
AI demand squeezes supply: AI data centre expansion has driven memory shortages, with DRAM prices up 98% in Q1 2026 and more increases expected.
Apple shifts chip plans: Reports suggest Apple will skip M6 Pro and Max chips, moving directly to A
2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Someone is copying Anthropic's homework.