Semiconductor News & Analysis Feed
22563 articles
2026-06-25
eetimes.com
2026-06-25
Cheap, autonomous drones developed in Ukraine are driving a new era of drone-on-drone warfare.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Infineon Technologies (XTRA:IFX) Stock Sees Fair Value Lift As AI Power Demand Drives Revisions
Bailey Pemberton
Wed, June 24, 2026 at 3:18 PM PDT 3 min read
IFX.DE
-1.24%
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Analysts have lifted their central fair value estimate for Infineon Technologies from
2026-06-25
news.google.com
2026-06-25
HIT Consultant
2026-06-25
www.marketwatch.com
2026-06-25
MarketWatch
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
Investing.com Canada
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2026-06-25
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2026-06-25
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2026-06-25
The Times
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2026-06-25
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2026-06-25
Investopedia
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
Financial Times
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg.com
Technology
Markets
Micron and Qualcomm Lift Chipmakers Amid Rapid AI Growth
Silicon wafers are sorted at Micron Technology Inc. headquarters in Boise, Idaho.
Photographer: Kyle Green/Bloomberg
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By Ryan Vlastelica
June 25, 2026 at 5:18
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall.
At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Texas Instruments (TXN) Stock After Capacity Expansion Push Is The Price Still Justified
Bailey Pemberton
Wed, June 24, 2026 at 2:12 PM PDT 6 min read
TXN
-0.41%
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2026-06-25
mezha.net
2026-06-25
mezha.net
Micron forecasts stronger revenue, boosts stock as AI demand strains HBM supply
Thursday, 25 June 2026, 00:07
The chipmaker expects sales well above analyst estimates and plans heavy capex, hinting at wider industry shifts driven by AI—details could reshape server supply chains.
As stated by Reuters
Micron Technology expects quarterly earnings to beat analysts’ expectations, while noting that i
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video and Josh Lipton
Wed, June 24, 2026 at 2:01 PM PDT
MU
-0.31%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 bill