Semiconductor News & Analysis Feed
2394 articles
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How SK hynix’s (HXSCL) 12-Layer HBM4E Samples Keep It Ahead in the AI Memory Upgrade Cycle
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 2 min read
000660.KS
+0.98%
SK hynix Inc. (OTC:HXSCL) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave the list one of its most direct HBM catalysts on June 17, 2026, when it shipped samples of 12-layer HBM4E to major custo
2026-06-24
www.asktraders.com
2026-06-24
AskTraders
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23 Jun 2026, 17:04
Infineon Shares Slide 6% Despite Susquehanna’s Bullish Price Target Hike
Asktraders News Team
Infineon Technologies (ETR: IFX) shares tumbled more than 6% on Tuesday, closing at €80.56 from a previous close of €85.94, even as Wall Street firm Susquehanna issued a significantly upgraded price target — underscoring a growing disconnect between analyst optimism and b
2026-06-23
overclock3d.net
2026-06-23
OC3D
Published: June 23, 2026 | Source: Chisun | Author: Mark Campbell
SK Hynix to prioritise DDR5 expansion over HBM4 in new production push
SK Hynix to reportedly pivot planned HBM4 production to DDR5 as the company chases higher margins
SK Hynix is one of the world’s largest memory producers, reportedly accounting for 40% of the HBM market. Secure in its position as the global HBM leader, SK Hynix
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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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
finance.yahoo.com
2026-06-23
Yahoo Finance
Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
Vandita Jadeja
Tue, June 23, 2026 at 7:27 AM PDT 4 min read
MU
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SNDK
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SanDisk surged 4,586% and Micron 833% over the past year on AI memory demand, yet both stocks trade significantly above analyst consensus targets.
Micron's forward P/E of 10, a 30% divid
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
At $2,184 for SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong, now have to catch up to the rally.
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SanDisk is the standalone NAND flash pure play spun out of Western Digital in February 2025. Micron is the only U.S.-based DRAM a
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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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
fortune.com
2026-06-23
Fortune
For one day at least, South Korea had a new most valuable company.
SK Hynix, one of the world’s largest producers of memory chips, surpassed Samsung Electronics in market capitalization on Monday. After a 5.6% surge in its share price, SK Hynix was worth over 2.1 quadrillion won ($1.35 trillion), just ahead of Samsung at $1.34 trillion.
Samsung retook the top spot on Tuesday, after SK Hynix’s sh
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-23
www.storagenewsletter.com
2026-06-23
StorageNewsletter
SK hynix Receives 2026 IEEE Corporate Innovation Award for Driving AI Computing Expansion with HBM
Recognition highlights the company's achievements in driving expansion of AI computing through HBM innovation and application
This is a Press Release edited by StorageNewsletter.com on June 23, 2026 at 2:00 pm
SK hynix Inc. announced that it received the Corporate Innovation Award at the ‘2026 IEEE
2026-06-23
www.ad-hoc-news.de
2026-06-23
AD HOC NEWS
Infineon’s, Jekyll-and-Hyde
Infineon’s Jekyll-and-Hyde Week: A 5.7% Rout Masks a Bold Restructuring and a €5B AI Bet
23.06.2026 - 13:35:43 | boerse-global.de
Infineon shares fell 5.7% in a global tech sell-off, yet management advances a three-segment restructuring and a €5B AI chip fab in Dresden, targeting 20%+ AI revenue share by 2028.
Infineon’s - Infineon’s Jekyll-and-Hyde Week: A 5.7% Rout
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
cryptobriefing.com
2026-06-23
Crypto Briefing
Micron and SanDisk slide in premarket trade after South Korean stock market rout
A nearly 10% crash in South Korea's KOSPI index dragged US memory chip stocks down in sympathy, raising questions about
2026-06-23
tomshardware.com
2026-06-23
Luke James
SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.
2026-06-23
www.tomshardware.com
2026-06-23
Tom's Hardware
Tech Industry
SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM
News
By Luke James published 19 hours ago
It's the first time since 2000 that Samsung hasn't topped the Korean market.
(Image credit: Getty / Bloomberg)
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2026-06-23
finance.yahoo.com
2026-06-23
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2026-06-23
www.businesskorea.co.kr
2026-06-23
Businesskorea
Visit to Cheonan Signals Push for AI Chip Leadership
Samsung Electronics Executive Chairman Jay Y. Lee inspects the cleanroom facilities of NRD-K, an advanced converged semiconductor research and development center, at Samsung Electronics’ Giheung Campus on December 22 last year. (Source = Samsung Electronics)
Samsung Leads HBM4 Mass Production in February, Delivers 12-Layer HBM4E Samples to Glob