Semiconductor News & Analysis Feed
3152 articles
2026-06-29
www.pcgamer.com
2026-06-29
PC Gamer
Hardware Memory
Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior
News
By Jess Kinghorn
Published June 29, 2026
'No outsider can expand output to undercut them.'
(Image credit: SeongJoon Cho / Bloomberg via Getty Images (left) | JHVEPhoto via Getty Images (middle) | David Paul Morris/Bloomberg via
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
investinglive.com
2026-06-29
investingLive
Shares of Nvidia and Micron are both trading lower today, putting key technical support levels under pressure.
For Nvidia, the stock opened higher and tested its 100-day moving average at $196.36, reaching a session high of $196.18—just shy of that key resistance level. Buyers leaned and quickly turned into sellers, driving the stock lower toward its 200-day moving average at $190.72. The decline
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind the Memory-Storage Split?
David Moadel
June 29, 2026 4 min read
MU
+0.94%
WDC
+7.14%
SNDK
-0.03%
^NDX
+1.26%
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Quick Read
Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concern
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.
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The split is striking because these three names traded as one theme for much of the past year. Micron stock is up 265% year to date (YTD), and SanDisk shares have rallied 71
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
www.fool.com
2026-06-29
The Motley Fool
As of the end of last week, shares of Micron Technology (
MU
+1.18%
) were up close to 300% since the beginning of the year. It has been among the hottest stocks to own. But what may surprise you is that despite such impressive gains, it's still not the best-performing stock on the S&P 500.
The one S&P 500 stock that's been outperforming Micron this year is Sandisk (
SNDK
+0.10%
). Its gains of o
2026-06-29
overclock3d.net
2026-06-29
OC3D
Published: June 29, 2026 | Source: Legal filing | Author: Mark Campbell
Samsung, SK Hynix, and Micron hit with lawsuit over alleged DRAM price fixing
The memory market’s “big three” have been hit with a class action lawsuit for price fixing
Samsung, SK Hynix, and Micron, the three largest global memory suppliers (the “big three”), have been hit with a class action lawsuit in California for alleg
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
The Zacks Analyst Blog Highlights Micron Technology and Sandisk
Zacks Equity Research
June 29, 2026 5 min read
MU
+0.94%
SNDK
-0.03%
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Trading disclosure
For Immediate Release
Chicago, IL – June 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks an
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk.
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HBM Inhales Wafers. iP
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
Alex Sirois
June 29, 2026 3 min read
AAPL
+1.31%
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Quick Read
Micron's 84.9% gross margin towers over Apple's 46.9%, exposing which side of the supply chain holds AI-era pricing power.
Sanjay Mehrotra locked in 16 customer agreements worth ~$100 billion
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
www.trefis.com
2026-06-29
Trefis
Micron Stock: Let’s Talk About Those Long-Term Contracts
June 29th, 2026 by Trefis Team
-37.20%
Downside
985
Market
618
Trefis
MU
Micron Technology
Micron (MU) just reported blockbuster Q3 earnings. Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross margins hit a massive 84.6%. The reasons are straightforward: an unprecedented AI buildout has driven explosive demand and pr
2026-06-29
www.zacks.com
2026-06-29
Zacks Investment Research
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Technology Stock: Is It Heading for a $2 Trillion Valuation?
David Jagielski, CPA, The Motley Fool
June 29, 2026 3 min read
MU
-4.71%
NVDA
+0.71%
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Trading disclosure
As demand for memory and storage products has surged and supply has been limited, Micron Technology (NASDAQ: MU) has been benefiting from the ongoing shortage in a big way. Its results have looked fan
2026-06-29
news.google.com
2026-06-29
Zacks Investment Research
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
As demand for memory and storage products has surged and supply has been limited, Micron Technology (
MU
+1.18%
) has been benefiting from the ongoing shortage in a big way. Its results have looked fantastic, as it has been able to raise prices and generate impressive margins amid continuously strong demand.
The stock has soared 800% over the past 12 months and has become one of the most valuable
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
qz.com
2026-06-29
qz.com
Samsung Electronics, SK Hynix, and Micron $MU Technology were sued on June 25 in federal court over allegations of collusion and price-fixing in the commodity memory market.
Filed in the Northern District of California, the complaint names 17 plaintiffs — a mix of individuals and small businesses — who claim the three chipmakers conspired to keep commodity DRAM artificially scarce in order to inf