Semiconductor News & Analysis Feed
137 articles
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
eu.36kr.com
2026-06-26
36 Kr
Earning 26,400 yuan net per second, more profitable than NVIDIA, do you believe in "the light"?
爱范儿
2026-06-26 08:23
Micron is full, and global phone makers are falling.
The memory chip industry has long been infamous for the "pork cycle."
When production capacity is tight, the prices of DRAM and NAND skyrocket, prompting manufacturers to expand production. Once the new production capacity is re
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
www.euronews.com
2026-06-25
Euronews
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2026-06-25
gazettengr.com
2026-06-25
Peoples Gazette Nigeria
AI: Micron profit surges 1,400% amid global memory chip shortage
The firm’s revenue rose to $28.2 billion in the quarter ending May 28, compared with the company’s previous quarterly record of $1.9 billion in the same period last year.
FEMI AJANAKU • JUNE 25, 2026
Micron Technology [Credit: CNBC]
Micron Technology has recorded a 1,400 per cent increase in quarterly profit amid global demand for
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
www.syracuse.com
2026-06-25
Syracuse.com
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2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d
2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-23
wccftech.com
2026-06-23
Wccftech
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
HBM has been the main driver for the big three DRAM manufacturers for the last couple of months due to increased demand from AI firms. This has led to record profits for Samsung, Micron, and SK Hynix. At the same time, these companies stopped focusing production on general-purpose
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
SK Hynix slows HBM4 production to boost DRAM profits
The world's leading HBM supplier is pumping the brakes on next-gen memory chips to chase fatter margins in conventional DRAM
2026-06-23
www.thelec.net
2026-06-23
thelec.net
Du-ho Kim, CEO of Qualitas Semiconductor. (Photo: THE ELEC)
Qualitas Semiconductor is anticipating a turnaround into profitability next year. The company stands ready to capitalize on new growth engines, including large-scale national R&D projects worth hundreds of billions of won, Compute Express Link (CXL), and silicon photonics.
In an interview with THE ELEC last month, Du-ho Kim, CEO of Qual
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo