Semiconductor News & Analysis Feed

1539 articles
2026-07-25
seekingalpha.com 2026-07-25 Seeking Alpha
Home Tech  Micron Stock's AI Scare Misses The Bigger Story Jul 24, 2026, 12:21 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockMETA, META:CA, ZMET:CA , SKHY, SSNLF Future Stack Investment 632 Followers Follow 5 Share Save Play (15min) Comments (2) Summary Micron Technology, Inc. remains a Hold as AI-driven memory demand surges, but volatility and aggressive comps temper near-ter
2026-07-24
seekingalpha.com 2026-07-24 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Micron Is A Strong Buy Again Because Of Kimi K3 Jul 24, 2026, 11:52 AM ETMicron Technology, Inc. (MU) Stock, ZMIC:CA Stock, MU:CA StockTCEHY, GOOG, GOOGL , META, SKHY, SSNLF, AAPL, ZMET:CA, ZGOO:CA, ZAAP:CA, TCTZF, SSNHZ, META:CA, GOOGN, GOOGM, GOOG:CA, AAPL:CA Summit Research 12.63K Followers Follow 5 Share Save Play (18min) Comment (1) Summary Micron Technology,
2026-07-24
sg.finance.yahoo.com 2026-07-24 Yahoo Finance Singapore
Micron (MU) Down 18.4% Since Last Earnings Report: Can It Rebound? Micron (MU) Down 18.4% Since Last Earnings Report: Can It Rebound? · Zacks Zacks Equity Research Fri, 24 July 2026 at 8:30 am GMT-7 6 min read MU -5.47% ^GSPC +0.44% It has been about a month since the last earnings report for Micron (MU). Shares have lost about 18.4% in that time frame, underperforming the S&P 500. But investors
2026-07-24
tomshardware.com 2026-07-24 Etiido Uko
Samsung and SK Hynix are expected to unveil multibillion-dollar memory-chip partnerships with major U.S. technology companies during South Korean President Lee Jae Myung’s visit to San Francisco
2026-07-24
finance.yahoo.com 2026-07-24 Yahoo Finance
Wall Street Analysts Think Micron (MU) Is a Good Investment: Is It? Zacks Equity Research Fri, July 24, 2026 at 6:30 AM PDT 4 min read MU -5.38% Trade MU on Coinbase Trading disclosure Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-sid
2026-07-24
www.benzinga.com 2026-07-24 Benzinga
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2026-07-24
www.tradingview.com 2026-07-24 TradingView
News / Zacks / Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race? Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race? 3 min read MU Micron Technology, Inc. MU is strengthening its position in the fast-growing artificial intelligence (AI) memory market by accelerating the production of its HBM4 products. As AI models become larger and more complex, demand for high
2026-07-24
finance.yahoo.com 2026-07-24 Yahoo Finance
Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race? Anirudha Bhagat Fri, July 24, 2026 at 5:47 AM PDT 4 min read SKHY -8.81% SNDK -10.79% MU -6.99% Explore stocks on Coinbase Trading disclosure Micron Technology, Inc. MU is strengthening its position in the fast-growing artificial intelligence (AI) memory market by accelerating the production of its HBM4 products. As AI models be
2026-07-24
www.moomoo.com 2026-07-24 Moomoo
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2026-07-24
www.moomoo.com 2026-07-24 Moomoo
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2026-07-24
news.google.com 2026-07-24 Healthcare Digital
2026-07-24
finance.yahoo.com 2026-07-24 Yahoo Finance
2026-07-24
www.tradingkey.com 2026-07-24 TradingKey
2026-07-24
digitimes.com 2026-07-24
Samsung Electro-Mechanics disclosed on July 23 that it signed a KRW295.12 billion (US$200 million) supply contract with a major global company for multilayer ceramic capacitors used in artificial intelligence servers and data center systems.
2026-07-24
digitimes.com 2026-07-24
AMD unveiled its sixth-generation EPYC 9006 server processors, widening its push into AI data centers with chips designed for agentic AI, cloud computing, enterprise workloads, and high-performance computing. The launch suggests CPUs may continue to gain importance even as much of the market remains focused on GPUs.
2026-07-24
seekingalpha.com 2026-07-24 Seeking Alpha
2026-07-24
www.investing.com 2026-07-24 Investing.com
2026-07-24
tomshardware.com 2026-07-24 Kunal Khullar
The latest update introduces more realistic CPU and GPU workloads, redesigned multi-core testing, AI-focused benchmarks, larger datasets, and CUDA support for Nvidia GPUs.
2026-07-24
marklapedus.substack.com 2026-07-24 Semiecosystem
2026-07-24
ng.investing.com 2026-07-24 Investing.com Nigeria