Semiconductor News & Analysis Feed
1396 articles
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock has risen more than 800% over the last year, and many Wall Street analyst targets are modeling for it to continue roaring higher.
Average analyst estimates suggest that Micron could have the third-highest operating income of any company in 2027.
10 stocks we like better than Micron Technology ›
It's no secret that Wall Street loves Micron Technology(NASDAQ: MU) stock. O
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock has risen more than 800% over the last year, and many Wall Street analyst targets are modeling for it to continue roaring higher.
Average analyst estimates suggest that Micron could have the third-highest operating income of any company in 2027.
10 stocks we like better than Micron Technology ›
It's no secret that Wall Street loves Micron Technology(NASDAQ: MU) stock. O
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Is Wall Street So Bullish on Micron? There's 1 Key Reason.
Keith Noonan, The Motley Fool
Fri, July 3, 2026 at 5:36 AM PDT 3 min read
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
It's no secret that Wall Street loves Micron Technology (NASDAQ: MU) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjust
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
It's no secret that Wall Street loves Micron Technology (
MU
+1.24%
) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjusted) earnings per share of $25.11 on sales of $41.46 billion in the third quarter of its current fiscal year, which ended May 28. Meanwhile, the average analyst estimate had called for an adjusted profit of
2026-07-03
evertiq.com
2026-07-03
Evertiq
© MIcron
Business | July 03, 2026
Micron and General Motors sign long-term memory supply agreement
Evertiq
Micron Technology and General Motors have signed a Strategic Customer Agreement to secure a long-term, reliable supply of memory and storage products for GM's vehicle production. The agreement covers LPDRAM, NOR and UFS NAND products, according to a press release from Micron.
Beyond the comm
2026-07-03
www.phoronix.com
2026-07-03
Phoronix
NVIDIA VR-NVL BMC Device Tree Being Upstreamed For OpenBMC Support
Written by Michael Larabel in NVIDIA on 3 July 2026 at 07:02 AM EDT. Add A Comment
NVIDIA's latest Linux kernel mailing list patches are for providing the Device Tree for the baseboard management controller (BMC) of their Vera Rubin VR-NVL server platform. With the Linux kernel patches and also for U-Boot, it's part of the upstream
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
www.fool.com
2026-07-03
The Motley Fool
There are currently seven companies with market caps of $2 trillion or more, but the accelerating demand for semiconductors is pushing new candidates to the fore. One prime example is Micron Technology (
MU
+1.11%
) -- and I'm convinced that the ongoing adoption of artificial intelligence (AI) will send this chip specialist to new heights. Micron is one of the world's leading providers of memory a
2026-07-03
news.google.com
2026-07-03
Basic Tutorials
2026-07-03
eciks.org
2026-07-03
eciks.org
Micron signs long-term memory supply deal with General Motors
Published on 2 July 2026 at 9:06 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 95 times
© Micron signs long-term memory supply deal with General Motors
Share this post
Micron Technology and General Motors announced a Strategic Customer Agreement on July 1, 2026, securing a long-term supply of memory and storage p
2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
digitimes.com
2026-07-03
Japanese Prime Minister Sanae Takaichi held her first summit with Indian Prime Minister Narendra Modi in New Delhi on July 2, during a three-day visit that both governments framed as the next step in a long-running partnership.
2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-02
news.google.com
2026-07-02
TheStreet Pro
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Texas Instruments IncorporatedTXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconductor – General industry’s 23.7% gain.
The rally has also outpaced major peers, including QUALCOMM IncorporatedQCOM, Broadcom Inc.AVGO and NVIDIA CorporationNVDA. Over the
2026-07-02
www.cleanroomtechnology.com
2026-07-02
Cleanroom Technology
South Korea has made a huge decision regarding the future of its hi-tech production strategy.
On Monday, President Lee Jae Myung made an announcement alongside the leaders of the country’s two biggest chipmakers, Samsung and SK Hynix.
The announcement revealed an $880bn chip and AI investment plan.
The funding covers $518 billion for a new southwest chip hub, $356 billion for AI data centres, a
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Texas Instruments IncorporatedTXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconductor – General industry’s 23.7% gain.
The rally has also outpaced major peers, including QUALCOMM IncorporatedQCOM, Broadcom Inc.AVGO and NVIDIA CorporationNVDA. Over the