Semiconductor News & Analysis Feed
4397 articles
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.marketbeat.com
2026-06-23
MarketBeat
Micron’s Sudden Plunge May Be an AI Buying Chance
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 23, 2026
KEY POINTS
Micron Technology shares fell more than 8% after South Korea's KOSPI plunged 10%, creating a macro-driven pullback ahead of its fiscal third-quarter earnings report.
Micron announced a strategic partnership with Anthropic on June 22, covering memory supply, co-design
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) And UMC Team Up On 12nm And 3nm Chip Development
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Intel (NasdaqGS:INTC) and United Microelectronics Corporation have agreed to jointly develop 12nm and 3nm chip manufacturing processes.
The collaboration will use Intel’s Arizona facilities as part of the company’s IDM 2.0 foundry strate
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Ties Anthropic To A Multi Year AI Memory And Supply Deal
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology (NasdaqGS:MU) has entered a multi-year partnership with Anthropic focused on memory and storage solutions for AI workloads.
The agreement includes co-design of next-generation AI memory architectures tailored to An
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock Weighs AI Growth Story Against Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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With NVIDIA such a focal point for growth stories, many investors are asking a simple question: does the current share price still make sense if you care about value, not just headlines?
The stock last clos
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher.
Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares are down 10% to
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
David Moadel
Tue, June 23, 2026 at 6:27 AM PDT 4 min read
SNDK
-13.64%
DRAM
-14.25%
MU
-13.18%
WDC
-8.45%
NVDA
-4.13%
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Trading disclosure
Quick Read
SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high
2026-06-23
www.eejournal.com
2026-06-23
EEJournal
June 23, 2026
Infineon launches cloud-based virtual platform powered by AWS to accelerate automotive microcontroller evaluation
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) is collaborating with Amazon Web Services (AWS) to accelerate microcontroller (MCU) evaluation to shorten development cycles for automotive systems. As part of this collaboration, Infineon is launching a cloud-based pla
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
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Simulations Plus Advances Agentic Drug Development with NVIDIA BioNeMo Agent Toolkit
Business Wire
Tue, June 23, 2026 at 6:15 AM PDT 4 min read
SLP
+0.28%
NVDA
-4.13%
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Trading disclosure
New capabilities connect AI agents, scientific literature, and validated computational en
2026-06-23
news.google.com
2026-06-23
Business Wire
2026-06-23
www.manilatimes.net
2026-06-23
The Manila Times
Production-ready 3DI technology supports more compact FEMs for advanced 5G devices
MALTA, N.Y., June 23, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the production readiness of its SLATE™ wafer-to-wafer bonding technology on its industry-leading 9SW radio-frequency silicon-on-insulator (RF-SOI) platform, delivering advanced 3D integration (3DI) for compact, high-pe
2026-06-23
gf.com
2026-06-23
GlobalFoundries
gf.com
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2026-06-23
blogs.oracle.com
2026-06-23
Oracle Blogs
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.blocksandfiles.com
2026-06-23
Blocks & Files
Micron Anthropic Tom Brown image
Micron invests in Anthropic and grants it a supply deal
Chris Mellor
BLOCKS & FILES EDITOR
Published Tue 23 Jun 2026 // 13:25 UTC
Micron has made a memory and SSD supply deal with AI foundation model Claude and Mythos developer Anthropic along with punting dollars into Anthropic’s H-round as part of a strategic agreement between the two companies.
The supply deal
2026-06-23
www.nextplatform.com
2026-06-23
The Next Platform
AMD And Nvidia Are Neck In HPC Supercomputing
Timothy Prickett Morgan
Co-Editor, Co-Founder, The Next Platform
Published Tue 23 Jun 2026 // 13:25 UTC
Necessity is always the mother of invention, and if you are trying to create an indigenous compute engine design and manufacturing capability, as China certainly is, then it stands to reason that the Middle Kingdom’s eight national computing centers
2026-06-23
simplywall.st
2026-06-23
simplywall.st
Netherlands/Semiconductors/ENXTAM:ASML
ASML (ENXTAM:ASML) Denies Ever Shipping EUV Machines To China
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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ASML Holding (ENXTAM:ASML) has publicly denied ever shipping extreme ultraviolet (EUV) lithography systems to China.
The company reiterated this position amid renewed media and governmental scrutiny around export controls and
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Oracle cut 21,000 jobs in fiscal year 2026 as AI automation and AI cloud expansions reshape its workforce and spending strategy.