Semiconductor News & Analysis Feed
1004 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.
Chris Neiger, The Motley Fool
Tue, June 23, 2026 at 6:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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There have been many artificial intelligence (AI) stock winners over the past few years, but Micron Technology (NASDAQ: MU) stands out even among some of t
2026-06-23
news.google.com
2026-06-23
Stock Titan
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron to report third quarter earnings amid sky-high demand from data centers
Daniel Howley · Technology Editor
Tue, June 23, 2026 at 4:30 AM PDT 2 min read
MU
-13.18%
000660.KS
+1.80%
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Trading disclosure
Micron (MU) will report its third quarter earnings after the bell on Wednesday as the memory industry continues to see tailwinds from the global AI build-out.
Micron stock
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:FORM
Should Analyst Upgrades Tied to AI and HBM Testing Require Action From FormFactor (FORM) Investors?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent weeks, FormFactor has attracted a series of analyst upgrades that emphasize its role in testing technologies tied to artificial intelligence and high bandwidth memory.
This r
2026-06-23
stocktwits.com
2026-06-23
Stocktwits
stocktwits.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback
MU, SNDK, DRAM Fall Sharply From Record Highs: Korean Market Crashes 10% Crash On SK Hynix, Samsung Pullback · Stocktwits
Yuvraj Malik
Tue, June 23, 2026 at 2:15 AM PDT 2 min read
MU
-13.18%
000660.KS
+0.98%
005930.KS
+9.84%
SNDK
-13.64%
STX
-5.07%
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2026-06-23
www.ad-hoc-news.de
2026-06-23
AD HOC NEWS
Infineon, DE0006231004
Infineon shares gain support from Bernstein, patent ruling and DAX strength
23.06.2026 - 08:13:23 | ad-hoc-news.de
Infineon combines a fresh Bernstein upgrade, a Munich patent ruling and a firmer DAX backdrop. Bernstein raised the target to 102 euros and kept Outperform on 19 June.
Infineon, DE0006231004
By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publica
2026-06-23
www.bloomberg.com
2026-06-23
Bloomberg.com
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2026-06-23
www.thedailyupside.com
2026-06-23
The Daily Upside
www.thedailyupside.com
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2026-06-23
tspasemiconductor.substack.com
2026-06-23
semivision
From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion
Original Article By SemiVision Research [Reading time: 14 mins]
SEMIVISION
JUN 23, 2026
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From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion
Most people know TOTO because of toilets.
In luxury hotels, TOTO’s smart toilets—capable of automatic lid opening, seat heating, w
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Super Micro (SMCI) Gets 15.66% Boost from Nvidia-Powered Blueprint
Angelica Ballesteros
Mon, June 22, 2026 at 6:50 PM PDT 2 min read
SMCI
-6.03%
NVDA
-4.13%
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Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Stocks Paying Off Big Time.
Super Micro rallied for a second day on Monday, jumping 15.66 percent to finish at $35.46 apiece, as investors
2026-06-23
news.google.com
2026-06-23
EE Times Asia
2026-06-23
www.timesleader.com
2026-06-23
Times Leader
Home News Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production
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Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production
By Bill OBoyle boboyle@timesleader.com
June 22, 2026
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Gov. Josh Shapiro and Pennsylvania Department of Community and Economic Development (DCED) Secretary Ric
2026-06-23
digitimes.com
2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-23
digitimes.com
2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
digitimes.com
2026-06-23
Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
10 Words From Apple CEO Tim Cook That Are Music to the Ears of Micron Technology Investors
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 3:20 PM PDT 3 min read
MU
-13.18%
AAPL
-0.91%
NVDA
-4.13%
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Trading disclosure
Micron Technology (NASDAQ: MU) stock has been red hot over the past year amid an ongoing shortage of memory products driven by significant inves
2026-06-23
news.google.com
2026-06-23
Business Wire