Semiconductor News & Analysis Feed
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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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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On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:CDNS
Cadence Design Systems (CDNS) Pulls Back, Is It Still Above Fair Value?
June 26, 2026
Simply Wall St
Cadence Design Systems (CDNS) has drawn investor attention after a recent pullback, with the stock down 1.1% over the past day and 4.9% over the past week. This has prompted a closer look at its fundamentals.
See our latest analysis for Cadence Design Systems.
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
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Buys New Shares in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
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Louisiana State Employees Retirement System opened a new position in Synopsys during the first quarter, buying 22,300 shares valued at about $8.84 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 ver
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Invests $8.89 Million in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
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KEY POINTS
Louisiana State Employees Retirement System opened a new position in Cadence Design Systems, buying 32,000 shares valued at about $8.89 million in the first quarter.
Insider selling has been notable, including recen
2026-06-26
news.google.com
2026-06-26
Trefis
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 17:31
/Courtesy of onsemi
U.S. power and sensing semiconductor corporations onsemi will acquire edge artificial intelligence (AI) solutions corporations Synaptics for about $7 billion (about 10.77 trillion won). Following AI data centers, the transaction targets the physical AI market, including automobiles, robots, and industrial equipment.
On the 25th, o
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Semiconductor chip export restrictions to China have cost Nvidia (
NVDA
1.86%
) billions in revenue. In a recent interview, CEO Jensen Huang admitted that Nvidia's chip market share in China has been wiped out. Speaking about Nvidia's share of the artificial intelligence (AI) chip market, Huang said, "Nvidia had ... 90-some-odd percent of the world's market share. Today in China, we have now dropp
2026-06-26
yourstory.com
2026-06-26
YourStory.com
News
Apple hikes MacBook, iPad prices by 20-42% amid memory chip shortage
Memory companies have been allocating an increasing share of their production to AI data centres, leaving the consumer electronics segment with constrained availability and rising costs.
Press Trust Of India
10970 Stories
Friday June 26, 2026 , 4 min Read
Tech giant Apple has increased the starting prices of MacBook and iP
2026-06-26
www.thevibes.com
2026-06-26
The Vibes
www.thevibes.com
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2026-06-26
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2026-06-26
english.ratopati.com
2026-06-26
Ratopati
Kathmandu. With the rapid expansion of artificial intelligence (AI) technology and the shortage of memory and storage chips, American technology company Apple has increased the prices of its popular products.
The company has increased the price of the entry-level MacBook Neo from 599 US dollars to 699 dollars with immediate effect. Similarly, the price of the cheapest iPad has been increased from
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:ADI
AI Infrastructure Semiconductor Stocks Worth A Closer Look Right Now
June 26, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Semiconductor stocks are back in the spotlight after a sharp selloff in Asian tech, a 12% slide in SoftBank, and fresh worries about the rising cost of AI hardware and higher chip prices hitting companies like Apple
2026-06-26
www.outlookbusiness.com
2026-06-26
outlookbusiness.com
Only in Delhi-NCR, Mumbai, Bengaluru, Pune, Lucknow & Kolkata
The starting price of the MacBook Neo, Apple's latest laptop, has risen to $699 from $599. The MacBook Air is now priced at $1,299, up from $1,099. The entry-level 14-inch MacBook Pro has moved to $1,999 from $1,699
Apple has raised prices on its Mac and iPad lineup globally due to a shortage of memory chips and storage driven by AI d
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Is Applied Materials (AMAT) Quietly Rewiring Its AI Moat With New DRAM And Packaging Tools?
Sasha Jovanovic
Thu, 25 June 2026 at 8:19 pm GMT-7 3 min read
AMAT
+13.42%
In recent days, Applied Materials introduced a new epitaxy system for DRAM, plus CMP, deposition and eBeam tools aimed at advanced 3D packaging and high-bandwidth memory to support next-generation AI chips.
This push ties front-end
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Applied Materials (AMAT) Launches New Chipmaking Systems, Soars to All-Time High
Angelica Ballesteros
Thu, June 25, 2026 at 8:07 PM PDT 2 min read
AMAT
+13.42%
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Applied Materials Inc. (NASDAQ:AMAT) is one of the 9 Stocks Winning by Double Digits.
Applied Materials climbed to a new all-time high on Thursday, as investors cheered its launch of a lineup of c
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
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Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
www.trefis.com
2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun