Semiconductor News & Analysis Feed
6151 articles
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Micron Technology(MU6.58%)is having a moment. The maker of memory chips just posted second-quarter fiscal 2026 revenue of $23.9 billion, up 196% year over year. Gross margins have scaled up past 70%, a figure that would have seemed absurd for a memory company just three years ago. The stock trades at a forward P/E below 10, while the semiconductor industry median is around 30.If you squint, it loo
2026-05-18
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2026-05-18
The Motley Fool
Demand for memory chips has skyrocketed over the past year as big tech companies upped their spending on artificial intelligence (AI) data centers. That's been a huge boon for bothMicron Technology(MU6.58%)andSandisk(SNDK+1.97%), which have benefited from tremendous pricing power. Earnings at both companies have soared, as have their stock prices. Micron shares are up over 700% in the past 12 mont