Semiconductor News & Analysis Feed
1367 articles
2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK Hynix's bet on a niche memory chip made it more valuable than Samsung
Hyunjoo Jin and Heekyong Yang
Tue, June 23, 2026 at 7:37 PM PDT 5 min read
000660.KS
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AMD
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By Hyunjoo Jin and Heekyong Yang
SEOUL, June 24 (Reuters) - SK Hynix's overtaking of Samsung Electronics to become South Korea's most valuable firm was the culm
2026-06-24
bbcmag.com
2026-06-24
Broadband Communities
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2026-06-24
digitimes.com
2026-06-24
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
www.digitimes.com
2026-06-24
digitimes
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
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2026-06-24
e.vnexpress.net
2026-06-24
VnExpress International
Microsoft last week launched the next-generation Surface Pro and Surface Laptop, both with higher list prices. The new Surface Pro starts at US$1,599, up 60% from the previous generation, while the Surface Laptop is priced from $1,499, 50% higher.
Gaming console Nintendo Switch 2 bundled with the game Legends of Zelda is priced at $499, 11% higher than in May. Another gaming device, Sony’s PS5 Pr
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Stock Market Today, June 23: Micron Falls as South Korea-Led Memory Selloff Raises Earnings Stakes
Eric Trie, The Motley Fool
Tue, June 23, 2026 at 2:03 PM PDT 2 min read
MU
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000660.KS
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Micron Technology (NASDAQ:MU), an AI-focused memory and storage chipmaker, closed at $1,051.77, down 13.18%. The stock fell sharply
2026-06-24
eciks.org
2026-06-24
eciks.org
Micron stock drops 10% as BofA raises price target to $1,500
Published on 23 June 2026 at 4:56 pm •
Written by Chris Martin
• Reading duration : 2 minutes · read 1521 times
© Micron stock drops 10% as BofA raises price target to $1,500
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Micron Technology stock dropped 10% on Tuesday ahead of earnings as Bank of America raised its price target to $1,500 from $950, signaling sustai
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
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NASDAQ: MU
Micron Technology
Today's Change
(-13.08%) $-158.47
Current Price
$1052.91
MU
YTD
1W
1M
3M
6M
1Y
5Y
PRICE
VS S&P
KEY DATA POINTS
Market Cap
$1.2T
Day's Range
$1038.70 - $1125.00
52wk Range
$103.38 - $1213.56
Volume
55.9K
Avg Vol
50.8M
Gross Margin
58.54%
Dividend Yield
0.05%
Micron Technology (
MU
13.08%
), an AI-focused memory and storage chipmaker, closed at $1,051.77, down
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How NVIDIA’s (NVDA) GB300 Benchmark Win Highlights the Memory Demands Behind Agentic AI
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
NVDA
+0.18%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing high-bandwidth memory stocks to buy. A stronger topic fit came on June 12, 2026, when NVIDIA said its Blackwell Ultra GB300 NVL72 p
2026-06-24
uk.finance.yahoo.com
2026-06-24
Yahoo Finance UK
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, 23 June 2026 at 9:09 am GMT-7 1 min read
MU
-13.18%
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the engineering, procurement, and construct
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK hynix’s (HXSCL) 12-Layer HBM4E Samples Keep It Ahead in the AI Memory Upgrade Cycle
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 2 min read
000660.KS
+0.98%
SK hynix Inc. (OTC:HXSCL) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave the list one of its most direct HBM catalysts on June 17, 2026, when it shipped samples of 12-layer HBM4E to major custo
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Rich Duprey
Tue, June 23, 2026 at 7:36 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
Quick Read
Despite a 12% drop during a broader tech rout, the company remains one of the primary beneficiaries of the AI-driven memory boom.
AI demand is expanding beyond High Bandwidth Memory in
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
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Technology stocks are getting hammered today as investors react to a broad market sell-off, and memory-chip maker Micron Technology (NASDAQ:MU | MU Price Prediction) has been swept up in the downturn. The memory chipmaker’s stock fell roughly 12% in early trading, wiping billions of dollars from its market value at the open.
Yet the sell-off looks disconnected from the long-term forc
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Ties Anthropic To A Multi Year AI Memory And Supply Deal
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology (NasdaqGS:MU) has entered a multi-year partnership with Anthropic focused on memory and storage solutions for AI workloads.
The agreement includes co-design of next-generation AI memory architectures tailored to An