Semiconductor News & Analysis Feed
1377 articles
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
AMD acquires MEXT to get Predictive Memory Engine that offloads infrequently accessed data from DRAM to NAND storage.
2026-06-16
stocksdownunder.com
2026-06-16
Stocks Down Under
KEY POINTS
Micron makes a special memory chip (HBM) that AI computers need, and it is sold out for all of 2026.
The stock jumped about 11% on Monday to a record high near US$1,089, up more than 700% in a year, making it roughly a US$1.2 trillion company.
Experts strongly disagree: some see it rising to US$1,750, while others see it falling sharply from here.
The next big test is the company’s ear
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
wccftech.com
2026-06-16
Wccftech
Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand for AI chips in the current buildout as memory production constraints have pushed prices up. The financial firm believes that the value of memory chips in the AI ecosystem will become the most impo
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
AI Memory Bottleneck: This Sizzling ETF Lets You Buy Micron, Sandisk, SK Hynix, and Samsung for Less Than $100
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 6:53 AM PDT 4 min read
MU
+8.83%
SNDK
+5.69%
000660.KS
+6.42%
005930.KS
+4.50%
NVDA
+2.53%
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Trading disclosure
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastru
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastructure space. Also known as the memory wall, this bottleneck occurs when the performance of an AI accelerator, such as a graphics processing unit (GPU), is constrained by slower memory.
As a result, companies designing AI accelerator chips have been turning to high-speed, high-bandwidth memory (HBM) c
2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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2026-06-15
www.msn.com
2026-06-15
MSN
Micron Technology stock was rising sharply early Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips.
Micron shares were up 8.1% at $1,060.99 in the premarket with markets cheered by the prospect of a U.S.-Iran peace deal.
Shares are volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forw
2026-06-15
www.barrons.com
2026-06-15
Barron's
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2026-06-15
www.msn.com
2026-06-15
MSN
・The U.S. peace deal with Iran sent global markets higher on Monday.
・MU stock gained 8% in the premarket, while the Roundhill Memory ETF (DRAM) advanced 6%.
・Micron is scheduled to report its fiscal third-quarter results on June 24.
Micron stock rallied 8% in the premarket session on Monday, leading gains in the red-hot memory chip stocks, after U.S. President Donald Trump and Iranian official
2026-06-15
stocktwits.com
2026-06-15
Stocktwits
stocktwits.com
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2026-06-15
www.tradingview.com
2026-06-15
TradingView
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MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
2 min read
MU
−1.43%
KEY POINTS:
The U.S. peace deal with Iran sent global markets higher on Monday.
MU stock gained 8% in the premarket, while the Roundhill Memory ETF (DRAM) advanced 6%.
Micro
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain · Stocktwits
Yuvraj Malik
Mon, June 15, 2026 at 2:24 AM PDT 3 min read
MU
+8.13%
005930.KS
+4.50%
000660.KS
+6.42%
STX
+9.52%
SNDK
+3.98%
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Trading disclosure
The U.S. peace deal with Iran
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron’s AI Memory Push and New Board Expertise Could Be A Game Changer For Micron Technology (MU)
June 15, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Micron Technology appointed AI and cloud infrastructure veteran Dr. Alexis Black Björlin to its board and showcased an expanded portfolio of AI-optimized memory and st
2026-06-15
www.astutegroup.com
2026-06-15
Astute Group
www.astutegroup.com
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2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.