Semiconductor News & Analysis Feed
3326 articles
2026-06-17
www.tomshardware.com
2026-06-17
Tom's Hardware
PC Components RAM
Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips
News
By Zhiye Liu published 5 hours ago
Some Chinese module makers are turning their backs on the big three RAM suppliers.
(Image credit: Getty Images)
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Will Micron Soar After June 24?
Adria Cimino, The Motley Fool
Wed, June 17, 2026 at 1:23 AM PDT 4 min read
NVDA
+0.00%
MU
+0.67%
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When you think about artificial intelligence (AI), the name Nvidia might be the first to come to mind. That's because the company designs one of the most crucial AI tools: the graphics processing unit (GPU), or the powerful
2026-06-17
www.tikr.com
2026-06-17
TIKR.com
Key Stats for Micron Technology Stock
Current Price: $1,097.78
Target Price (Mid): ~$1,670
Street Target: ~$850
Potential Total Return: ~54%
Annualized IRR: ~21% / year
Last Earnings Reaction: (3.78%)
Max Drawdown: (30.31%) on March 30, 2026
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Micron Technology (MU) h
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock's Data Center Engine Stalling, Or Just Drowned Out By AI?
Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.
With its stock up a staggering 785.1% over the last year, it’s clear Micron Technology (MU) is firing on all cylinders.
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
When you think about artificial intelligence (AI), the name Nvidia might be the first to come to mind. That's because the company designs one of the most crucial AI tools: the graphics processing unit (GPU), or the powerful chip that drives the training of models and AI's use across real-world problems.
But Nvidia isn't the only company that's offering a product critical to the development of AI.
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron (
MU
5.50%
) and Nvidia (
NVDA
2.16%
), two of the biggest winners of the AI build-out thus far?
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NASDAQ: NVDA
Nvidia
Today's Change
(-2.16%)
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
Home
Earnings Analysis
Tech
Micron: New Data Indicates Consensus Estimates Are Too Conservative (Earnings Preview)
Jun 17, 2026, 2:32 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
The Efficient Investor
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Summary
Micron is experiencing unprecedented demand for DRAM, NAND, HBM, and enterprise SSDs, driving record reven
2026-06-17
news.google.com
2026-06-17
Moomoo
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs?
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 4:41 PM PDT 5 min read
SNDK
-5.52%
MU
-6.18%
NVDA
-2.37%
INTC
-8.45%
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Trading disclosure
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (NASDAQ: SNDK) have soared more than 700% in 2026 as of this
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The S&P 500 (
^GSPC
0.57%
) fell 0.57% to 7,511.35, and the Nasdaq Composite (
^IXIC
1.15%
) dropped 1.15% to 26,376.34 on tech and chip weakness. The Dow Jones Industrial Average (
^DJI
+0.64%
) rose 0.64% to 51,999.67, closing a four-day winning streak at a fresh record high.
Market movers
Artificial intelligence (AI) infrastructure player CoreWeave jumped almost 10% today on bullish analyst s
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology (MU) Wins HBM4 Supplier Role For Nvidia Vera Rubin AI Platform
Bailey Pemberton
Tue, June 16, 2026 at 2:12 PM PDT 5 min read
MU
-6.18%
NVDA
-2.37%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Micron Technology (NasdaqGS:MU) has been approv
2026-06-17
www.tikr.com
2026-06-17
TIKR.com
Key Stats for Micron Stock
Today’s Performance: 11%
52-Week Range: $103 to $1,097
Valuation Model Target Price: Around $540
Implied Upside: -50%
Analyze your favorite stocks like Micron Technology with TIKR (It’s free) >>>
What Happened?
Micron Technology, Inc. has become one of the market’s most closely watched AI memory trades, as investors bet that data centers will need far more memory and
2026-06-17
www.tradingview.com
2026-06-17
TradingView
News
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GuruFocus
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Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Less than 1 min read
MU
−6.18%
Micron Technology
MU
looked set to extend its run after another record close and a fresh wave of Wall Street optimism around memory-chip demand tied to artificial intelligence.
Shares were closed on Monday at $1,087.99, a new hi
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply
Abdul Rahman
Tue, June 16, 2026 at 11:59 AM PDT 2 min read
MU
-6.18%
NVDA
-2.37%
005930.KS
+1.02%
000660.KS
+5.84%
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Trading disclosure
Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher's top high growth stock picks. Micron has emerged as one of investors' favorite semiconductor stocks amid t
2026-06-17
www.thestreet.com
2026-06-17
thestreet.com
__fail__
2026-06-17
www.barchart.com
2026-06-17
Barchart.com
Close- up of computer chip with AI sign by YAKOBCHUK V via Shutterstock
The artificial intelligence boom has created a bottleneck few investors anticipated. GPUs get the headlines, but memory has become the fuel powering the entire AI ecosystem. Every new AI server requires dramatically more high-bandwidth memory (HBM), DRAM, and advanced storage than previous generations. At the same time, suppl
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Just Raised Its Dividend 30% After Record AI Driven Results
June 17, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) reported record quarterly results, with revenue close to tripling and earnings far ahead of prior expectations.
The company issued Q3 guidance that would put a single quarter’s reve
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Video Muted
The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs.
Every AI server requires massive amounts of DRAM and high-bandwidth memory (HBM), and sup
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street
Rich Duprey
Tue, June 16, 2026 at 8:56 AM PDT 4 min read
MU
-6.18%
NVDA
-2.37%
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Quick Read
Micron's 811% run doesn't signal the end, as TD Cowen, Cantor Fitzgerald, and Susquehanna all see significant upside remaining, with price targets ranging from $1,500 to $1