Semiconductor News & Analysis Feed
162 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated Today at 8:44 PM UTC
Tech stocks live: Micron stock jumps over 12% on earnings beat after tumbling earlier this week
Daniel Howley · Technology Editor
Updated Wed, June 24, 2026 at 1:24 PM PDT 1 min read
MU
-0.31%
QCOM
-3.29%
GOOGL
-0.23%
NVDA
-0.50%
^SOX
-0.18%
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Trading disclosure
Micron (MU) announced its third quarter earnings after the bell on Wednesday,
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
’s revenue more than quadrupled in the fiscal third quarter, the company said on Wednesday, as the memory maker continued to benefit from soaring demand tied to the artificial intelligence boom. The stock rose 15% in extended trading.
Revenue increased from $9.3 billion a year earlier, Micron said in a statement. For the current quarter, the company said it expects revenue of about $50 bil
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
’s revenue more than quadrupled in the fiscal third quarter, the company said on Wednesday, as the memory maker continued to benefit from soaring demand tied to the artificial intelligence boom. The stock rose over 16% at one point in extended trading.
Here’s how the memory maker did versus LSEG consensus estimates:
Revenue increased from $9.3 billion a year earlier, Micron said in a stat
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report
SK Hynix Targets $29B Nasdaq Offering – DRAM Jumps Over 4% Ahead Of Micron's Report · Stocktwits
Yuvraj Malik
Wed, June 24, 2026 at 3:03 AM PDT 2 min read
000660.KS
+0.98%
MU
-1.12%
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Trading disclosure
SK Hynix will issue 17.79 million new shares to back a Nasdaq listing of ADRs on July 10.
DR
2026-06-24
kalkine.com.au
2026-06-24
Kalkine
Highlights
AI shares rose 13.73% to AUD 0.058 during the morning session on 24 June 2026 following a strategic AI chip design presentation
The company introduced “Chipforge”, an AI-native sovereign semiconductor design platform
Presentation highlighted a global shift toward sovereign chip investment exceeding USD 115 billion
AI positioned AI-assisted design as a solution to industry-wide engineer
2026-06-23
eetimes.com
2026-06-23
AI's growth is hitting an architectural wall, not just compute—discover why integration trumps raw power in this exclusive interview.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Stock Jumps 5% on Anthropic AI Deal Ahead of Earnings
Lockridge Okoth
Mon, June 22, 2026 at 9:19 AM PDT 3 min read
MU
-13.18%
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Trading disclosure
Micron Technology (MU) shares climbed nearly 5% on Monday after the memory maker unveiled a strategic deal with Anthropic covering chip design, long-term supply, and an equity investment in the AI lab.
The announcement landed
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
-5.67%
SMCIP
-4.87%
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Trading disclosure
Quick Read
SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%.
Video Muted
The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro
2026-06-22
www.barrons.com
2026-06-22
Barron's
__fail__
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
TSMC’s, Booking
TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Clients Eye Samsung and CoWoS Expansion Ramps
20.06.2026 - 16:28:21 | boerse-global.de
TSMC's advanced nodes fully booked by Nvidia, Apple, and others; clients like BYD, AMD, and Google explore Samsung. Stock near €414 record, capital budget at $52-56B for 2026.
TSMC’s - TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Client
2026-06-18
semiengineering.com
2026-06-18
Bryon Moyer
Hybrid bonding permits unprecedented connection density.
2026-06-17
news.google.com
2026-06-17
Quiver Quantitative
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
ASML Holding N.V. (ASML) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can expand EUV tool output more than previously modeled, improving the company’s medium-term revenue and margin runway. That theme has been reinforced by a wave of higher sell-side price targets and by ASML’s own strong 2026
2026-06-16
www.investing.com
2026-06-16
Investing.com
www.investing.com
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2026-06-16
www.axios.com
2026-06-16
Axios
www.axios.com
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2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
TSMC, TW0002330008
Capacity push for AI: TSMC’s CoWoS packaging ramps toward 140,000 wafers a month
16.06.2026 - 02:00:19 | ad-hoc-news.de
TSMC’s CoWoS advanced packaging line is emerging as a quiet workhorse of the AI boom. Industry data now points to capacity as high as 120,000 to 140,000 wafers per month by 2026, as the Taiwanese foundry pours billions into a technology that has become critica
2026-06-16
stocktwits.com
2026-06-16
Stocktwits
stocktwits.com
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