Semiconductor News & Analysis Feed
3304 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand
Ananya Gairola
Fri, June 26, 2026 at 2:46 AM PDT 6 min read
MU
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL
Zacks Equity Research
Fri, June 26, 2026 at 2:28 AM PDT 5 min read
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For Immediate Release
Chicago, IL – June 26, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Re
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Western Digital (WDC) Stock Rises As Micron’s $100 Billion AI Deals Lift Memory Sector
June 26, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron reported a strong quarter and announced about $100b in contracted AI memory revenue.
These contracts include substantial customer cash deposits and take or pay agreements that extend over mul
2026-06-26
realinvestmentadvice.com
2026-06-26
Real Investment Advice
DAILY MARKET COMMENTARY
MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON
By
RIA TEAM
| Jun 26, 2026
Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar
2026-06-26
www.barrons.com
2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
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2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
HSBC raises Micron Technology target price to $1,700 from $1,100
The bank's latest upgrade caps a staggering series of revisions that have seen Micron's price target quintuple in 2026, fueled by insat
2026-06-26
fortune.com
2026-06-26
Fortune
Micron may not be a household name but it may just be among the most important tech companies in the AI era, and definitely one with a surprising backstory.
On Thursday, the memory chipmaker reported an eye-popping 346% surge in quarterly revenue. As if that wasn’t enough, it reported a profit of $28.2 billion for the quarter, almost 15 times higher than the same quarter last year. By all accoun
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-26
moneymorning.com
2026-06-26
Money Morning
TECHNOLOGY
Micron Just Reported Its Biggest Quarter Ever. Revenue Up 346%.
Money Morning Team
June 26, 2026
BY THE NUMBERS
$41.46 billion — Micron Q3 revenue, crushing the consensus estimate of $35.84 billion
346% — Year-over-year revenue growth, driven by AI memory demand
$25.11 — Adjusted EPS vs. estimates between $20.28 and $20.86
84.9% — Record gross margin for Micron, with management proj
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Beats Meta in Market Cap: Can It Catch Nvidia Next?
Darryn Pollock
Thu, June 25, 2026 at 10:59 PM PDT 3 min read
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Micron Technology briefly overtook Meta Platforms and nearly matched Tesla's market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% y
2026-06-26
beincrypto.com
2026-06-26
BeInCrypto
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla’s market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% year over year to $41.5 billion.
The result sent shares up 18.4% to $1,236, giving Micron a market capitalization of $1.398 trillion. Meta sat at $1.392 trillion. Tesla held just above at $1.4 trillion. It was the
2026-06-26
www.barrons.com
2026-06-26
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron (MU) Profit Soars 1,400%, Shares Rocket to Fresh High
Angelica Ballesteros
Thu, June 25, 2026 at 8:11 PM PDT 2 min read
MU
+15.81%
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Micron Technology Inc. (NASDAQ:MU) is one of the 9 Stocks Winning by Double Digits.
Micron Technology soared to a new all-time high on Thursday, as investors gobbled up shares after reporting a stellar earnings performan
2026-06-26
wccftech.com
2026-06-26
Wccftech
Micron says that it has locked in 16 memory customers in an unbreakable agreement, hinting that high prices will continue for several years.
Memory prices for all sorts of DRAM components, including LPDDR, DDR, and HBM, are sky-high. This is due to the huge demand for memory generated by the booming AI segment. DRAM makers have been unable to keep up with demand for AI, and things are even worse
2026-06-26
cnycentral.com
2026-06-26
WSTM
CLAY, N.Y. — Clay officials are considering a new agreement with Micron that would change how the town collects money tied to one of the largest construction projects in New York, and taxpayers will have a chance to weigh in before anything is finalized.
Under the proposal, Micron would pay $30 million to the Town of Clay through a community host agreement instead of paying traditional building p