Semiconductor News & Analysis Feed
4375 articles
2026-06-26
www.trefis.com
2026-06-26
Trefis
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
June 25th, 2026 by Trefis Team
+2.25%
Upside
196
Market
200
Trefis
NVDA
NVIDIA
While investors fixate on NVIDIA’s dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.
After a significant run, NVIDIA (NVDA) stock has cooled. Shares si
2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
New AI Systems Launched: Social media lit up as Applied Materials unveiled advanced chipmaking equipment designed to boost DRAM and packaging for AI applications. Investors highlighted the company's focus on overcoming the memory wall in high-performance computing. The announcement drove immediate gains in the stock.
Market Rally Ignites: Discussion turned sharply positive amid a broader semicond
2026-06-26
caliber.az
2026-06-26
Caliber.Az
Apple has increased prices for several iPad and MacBook models, citing a sharp rise in memory and storage chip costs fueled by the rapid expansion of artificial intelligence data centres, Reuters reports.
The price hikes, announced on June 25, do not affect the iPhone lineup but will impact a range of other consumer devices. Among the most notable changes is the MacBook Neo, Apple's entry-level l
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Omor Ibne Ehsan
Thu, June 25, 2026 at 10:15 AM PDT 4 min read
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Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential.
NV
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU | MU Price Prediction) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural rather than a cyclical shift in
2026-06-26
gazettengr.com
2026-06-26
Peoples Gazette Nigeria
Apple hikes Macs, iPads prices by $200 amid global memory chip shortage
Globally, memory chips and storage prices have increased significantly as suppliers redirect production towards the demand for high-bandwidth memory used in AI servers.
FEMI AJANAKU • JUNE 25, 2026
Apple
Global tech giant Apple Inc. has increased the prices of its MacBooks and iPads by up to $200 a the company responds to t
2026-06-26
apnews.com
2026-06-26
AP News
Specialist Patrick King, left, and trader Dylan Halvorsen work on the floor of the New York Stock Exchange, Thursday, June 25, 2026. (AP Photo/Richard Drew)
NEW YORK (AP) — The U.S. stock market is drifting in mixed trading Thursday after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products.
The S&P 500 r
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, 25 June 2026 at 9:30 am GMT-7
AAPL
-6.15%
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean for consumers and Apple's hardware busine
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, June 25, 2026 at 9:30 AM PDT
AAPL
-4.55%
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Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean
2026-06-26
tomshardware.com
2026-06-26
Luke James
Riot Games has announced that it plans to let players stop its Vanguard anti-cheat from loading on startup.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron's blowout earnings are a headache for Apple
Jared Blikre
Thu, June 25, 2026 at 9:19 AM PDT 2 min read
MU
+16.11%
AAPL
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Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
Investors are rewarding Micron (MU) for a global memory squeeze that has pushed pricing power
2026-06-25
eetimes.com
2026-06-25
The custom inference accelerator follows the hyperscaler playbook, but the AI-automated chip design process could prove the more consequential announcement.
2026-06-25
gizmodo.com
2026-06-25
Gizmodo
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2026-06-25
technext24.com
2026-06-25
TechNext.ng
Apple has raised prices on its MacBooks and iPads, citing a sharp surge in memory and storage chip costs driven by the artificial intelligence industry’s massive data centre buildout. This is a sign that even one of the world’s most powerful supply chains is not immune to the AI boom’s ripple effects.
The price hikes do not touch the iPhone, Apple’s biggest revenue driver, but they hit hardest at
2026-06-25
tippinsights.com
2026-06-25
tippinsights
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Apple has increased prices for several of its products, citing soaring memory and storage chip costs driven by the rapid expansion of artificial intelligence infrastructure, according to CNN.
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Effective immediately, the entry-level Neo MacBook now costs $699, up from $599, while the base iPad has risen to $449 from $349. The iPad Mini, Apple
2026-06-25
www.technetbooks.com
2026-06-25
Technetbook
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2026-06-25
www.bostonherald.com
2026-06-25
Boston Herald
BREAKING NEWS
Longtime Boston TV news meteorologist is leaving after epic run: ‘Legend’
June 25, 2026 at 1:18 pm
BUSINESS
Wall Street drifts in mixed trading after Micron soars and Apple drops
Micron and AI stocks broadly have been under pressure recently because of worries that their profits can’t possibly keep pace with the tremendous rallies for their stock prices.
Options traders David Rush, l
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
It's a volatile day on Wall Street after a short-lived tech rally soured and abruptly reversed course.
Micron's stellar earnings report boosted the stock by nearly 20% and reignited the AI trade, helping the Nasdaq 100 jump 2% at Thursday's opening bell.
But it wasn't to last. Just a half an hour into regular trading, the tech-heavy Nasdaq's gains reversed, dragged lower by Apple stock, which dr
2026-06-25
www.thehindubusinessline.com
2026-06-25
BusinessLine
Prices of Apple Inc products in India will rise by a minimum of 15-20 per cent as the company confirms cost revision in face of global memory chip shortage.
Flagging “an unprecedented challenge” in the consumer electronics industry, an Apple spokesperson said there is a sharp spike in memory and storage demand due to the rapid expansion of AI data centres.
“We have shielded our customers from th
2026-06-25
nypost.com
2026-06-25
New York Post
BUSINESS
Apple hikes prices by as much as $500 due to memory chip shortage – here are the products getting hit
By Taylor Herzlich
Published June 25, 2026
Updated June 25, 2026, 11:39 a.m. ET
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Apple on Thursday slapped shocking prices hikes on a range of its MacBook, iPad and home devices – raising prices b