Semiconductor News & Analysis Feed
1367 articles
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher.
Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares are down 10% to
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
David Moadel
Tue, June 23, 2026 at 6:27 AM PDT 4 min read
SNDK
-13.64%
DRAM
-14.25%
MU
-13.18%
WDC
-8.45%
NVDA
-4.13%
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SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high
2026-06-23
www.bnnbloomberg.ca
2026-06-23
BNN Bloomberg
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The Street
Micron stock tumbles on memory-chip makers selloff
Matt Bryson, managing director in equity research at Wedbush Securi
2026-06-23
qz.com
2026-06-23
qz.com
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Micron $MU -13.18% Technology announced a strategic agreement with Anthropic on Monday that includes a memory and storage supply deal, a technical collaboration on AI infrastructure design, and a
2026-06-23
e.vnexpress.net
2026-06-23
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
2026-06-23
www.tomshardware.com
2026-06-23
Tom's Hardware
Tech Industry
SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM
News
By Luke James published 19 hours ago
It's the first time since 2000 that Samsung hasn't topped the Korean market.
(Image credit: Getty / Bloomberg)
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2026-06-23
tomshardware.com
2026-06-23
Luke James
SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.
2026-06-23
www.autonews.com
2026-06-23
Automotive News
As the artificial intelligence boom continues, auto industry companies are competing with tech giants for access to memory chips, a shift that is driving up costs and triggering structural changes to the supply chain just as automakers lean into the software-defined vehicle transition.
How EV batteries, from lithium ion to solid state, are evolving
Some electric vehicle battery developers are wo
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Micron invests in Anthropic and supplies memory for AI infrastructure
MELS DEES
Jun 23, 2026, 5:06 PM GMT+8
Micron Technology and Anthropic have announced a strategic partnership focused on AI infrastructure. The chipmaker will supply memory and storage technology for the systems on which Anthropic develops and deploys its AI models. In addition, Micron is participating in th
2026-06-23
en.bloomingbit.io
2026-06-23
bloomingbit
Nvidia’s HBM Push Opens Door to $1.52 Trillion Memory Market Next Year
Published 4:18 AM Jun 23, 2026
Source
Korea Economic Daily
Summary
About STAT AI
The global memory market is projected to grow to $1.09 trillion this year and $1.52 trillion next year.
Expanded investment in AI data centers and servers will lift the share of server memory to 56% this year and 57% next year.
Counterpoint said
2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
totaltele.com
2026-06-23
Total Telecom
Telecom associations warn of US memory chip shortage
Posted by Bradford Randall | Jun 24, 2026 | TECHNOLOGY, AI, North America, News
News
A broad coalition of telecom trade associations is warning that rapid AI expansion is causing a critical shortage of U.S. memory chips.
Edited by Brad Randall, Broadband Communities
June 23, 2026 — A coalition of major trade associations—including tech and t
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Jeong Du-yong
Published 2026.06.23. 15:26
Counterpoint Research projects the global memory market to grow to 2,100 trillion won by 2027, with server products expanding to 57% of the total. /Courtesy of Counterpoint Research
With expanded investment in artificial intelligence (AI) infrastructure, an outlook has emerged that the global memory market will continue its growth through next year. A
2026-06-23
www.eenewseurope.com
2026-06-23
eeNews Europe
Micron Technology has signed a broad strategic agreement with AI developer Anthropic that aims to strengthen the memory and storage foundations behind next-generation artificial intelligence systems.
The partnership covers joint development of AI infrastructure architectures, a long-term supply agreement, enterprise deployment of Anthropic’s Claude models within Micron, and Micron’s participation
2026-06-23
www.thedailyupside.com
2026-06-23
The Daily Upside
www.thedailyupside.com
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2026-06-23
digitimes.com
2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.