Semiconductor News & Analysis Feed
1359 articles
2026-06-25
www.cmcmarkets.com
2026-06-25
CMC Markets
Micron earnings could become a key test for the AI and semiconductor sectors, with investors focused on HBM memory demand and the durability of the AI infrastructure boom. The results may matter well beyond Micron itself, influencing sentiment towards Nvidia, AMD, Broadcom, TSMC and the wider chip sector.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Sign up for free newsletters and get more CNBC delivered to your inbox
Get this delivered to your inbox, and more info about our products and services.
© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+15.81%
000660.KS
+13.06%
^SOX
+3.59%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
us.cnn.com
2026-06-25
CNN
A number of Apple products, including the MacBook Neo, got price increases Thursday. Adam Gray/Bloomberg/Getty Images
New York —
Apple has hiked prices on some of its most popular products, including the MacBook and iPad, because of the rising costs of memory and storage chips sparked by the AI boom.
Beginning immediately, the price increases affect the Neo, its entry level MacBook that’s now
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+14.18%
000660.KS
+13.06%
^SOX
+2.63%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
www.cnn.com
2026-06-25
CNN
A number of Apple products, including the MacBook Neo, got price increases Thursday. Adam Gray/Bloomberg/Getty Images
New York —
Apple has hiked prices on some of its most popular products, including the MacBook and iPad, because of the rising costs of memory and storage chips sparked by the AI boom.
Beginning immediately, the price increases affect the Neo, its entry level MacBook that’s now
2026-06-25
www.waaytv.com
2026-06-25
WAAY 31 News
Apple is hiking the prices of MacBooks and iPads due to the memory chip shortage
By Jordan Valinsky, CNN Jun 25, 2026 Updated 36 mins ago
A number of Apple products, including the MacBook Neo, got price increases on June 25.
Adam Gray/Bloomberg/Getty Images via CNN Newsource
Facebook
Twitter
Email
Print
Copy article link
Save
New York (CNN) — Apple has hiked prices on some of its most popular
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+17.13%
000660.KS
+13.06%
^SOX
+3.88%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
www.investopedia.com
2026-06-25
Investopedia
__fail__
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.
Video Muted
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
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%
Explore stocks on Coinbase
Trading disclosure
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
uk.finance.yahoo.com
2026-06-25
Yahoo Finance UK
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, 25 June 2026 at 7:04 am GMT-7 2 min read
MU
+12.01%
000660.KS
+13.06%
^SOX
+2.57%
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 2026.
NasdaqGS - Nasdaq Real Time Price
•
2026-06-25
www.fastcompany.com
2026-06-25
Fast Company
__fail__
2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Gamers and enthusiasts just can’t catch a break from the memory chip shortage.
2026-06-25
www.tomshardware.com
2026-06-25
Tom's Hardware
Tech Industry Artificial Intelligence
Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM
News
By Anton Shilov published 22 hours ago
More efficient than HBM, denser than SRAM.
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall. (Image credi
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall.
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
__fail__
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro amid global memory chip shortage
AI-driven demand for memory chips is pushing component costs up by as much as 75%, and Tim Cook says absorbing those increase
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
www.scmp.com
2026-06-25
South China Morning Post
Semiconductors
TechTech War
US chip giant Micron validates growth of China’s CXMT and YMTC amid tight memory market
The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders
2-MIN READ
5
Listen
Make SCMP preferred on Google
FURTHER READING
Alibaba chip unit T-Head triples capital amid AI hardware bet
China’s JCET to build