Semiconductor News & Analysis Feed
1102 articles
2026-07-08
wccftech.com
2026-07-08
Wccftech
In a major development that suggests things are moving ahead at a fairly rapid pace, Apple has apparently begun testing DRAM from CXMT ahead of a possible inclusion in its expansive product portfolio.
According to the Financial Times, Apple is currently testing DRAM products from China's CXMT, hinting at a growing probability of the Chinese DRAM giant becoming a part of Apple's sprawling supply c
2026-07-08
www.msn.com
2026-07-08
MSN
Record profit shock: Samsung posted a 19-fold jump in quarterly operating profit, yet its shares and other chip stocks slumped as investors questioned AI chip demand sustainability.
AI rally doubts: Fears over easing supply constraints and rising competition, including from China’s DeepSeek, triggered heavy selling in semiconductor stocks worldwide.
Market-wide impact: The sell-off dragged down
2026-07-08
digitimes.com
2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%
Omor Ibne Ehsan
July 7, 2026 4 min read
005930.KS
+3.34%
NVDA
+4.06%
AAPL
-0.77%
MU
+4.92%
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Trading disclosure
Quick Read
Samsung out-earned both Nvidia and Apple on profit despite a 6% consensus beat, then fell 7% because fast-money whisper targets were far higher.
Micron surged 11% after a blowout quart
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Trading disclosure
Quick Read
Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
www.cnbc.com
2026-07-08
CNBC
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics
failed to meet Wall Street’s lofty artificial intelligence demand expectations.
Shares dropped 8% even after the South Korean electronics company’s quarterly profit surpassed both Nvidia
and Apple
, and the company said it expects operating profit to jump 1,800%.
The results are the latest sign on Wall Stre
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron, Samsung, SK Hynix just dragged memory stocks into a bear market
Jared Blikre
Tue, July 7, 2026 at 8:45 AM PDT 2 min read
MU
+7.27%
005930.KS
+0.18%
000660.KS
+5.30%
DRAM
+5.59%
SNDK
+12.64%
Explore stocks on Coinbase
Trading disclosure
The AI memory trade finally cracked.
Micron (MU), Samsung (005930.KS), SK Hynix (000660.KS), and the Roundhill Memory ETF (DRAM) are all down more than 20
2026-07-07
www.cnbc.com
2026-07-07
CNBC
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2026-07-07
www.investors.com
2026-07-07
Investor's Business Daily
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
David Moadel
Tue, July 7, 2026 at 7:27 AM PDT 4 min read
AMD
+5.64%
INTC
+1.95%
^DJI
+0.37%
AMAT
+5.05%
005930.KS
+0.18%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Samsung's record $58B quarterly profit still triggered a chip selloff, sinking Intel and Applied Materials each 10% and pushing
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Samsung brings memory's bear market into focus: Why SK Hynix's IPO seems ominous
Yahoo Finance Video
Tue, July 7, 2026 at 7:21 AM PDT
MU
+7.78%
005930.KS
+0.18%
SPCX
+2.86%
SNDK
+12.25%
Explore stocks on Coinbase
Trading disclosure
Samsung's (005930.KS) preliminary earnings results are causing volatility in the memory sector, just ahead of SK Hynix's (000660.KS) Friday IPO. Yahoo Finance Markets
2026-07-07
economictimes.indiatimes.com
2026-07-07
The Economic Times
ETMarkets.com
Micron Technology shares fell more than 7% on Tuesday, while Intel crashed nearly 8% as investors turned cautious on semiconductor stocks, with strong earnings from Samsung Electronics failing to calm concerns that the AI-led chip rally may have run too far.
The selloff hit several chip names. Intel fell 3.3%, while Marvell Technology dropped 4.5% amid broader weakness in the sector
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537.
Video Muted
The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% t
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
David Moadel
Tue, July 7, 2026 at 6:41 AM PDT 4 min read
MU
+6.10%
SNDK
+10.31%
005930.KS
+0.18%
WDC
+5.65%
STX
+5.08%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Samsung's record $58B operating profit sparked profit-taking that sent Micron and SanDisk each down 7%, despite their 245% and 635% YTD
2026-07-07
www.kedglobal.com
2026-07-07
The Korea Economic Daily Global Edition
S.Korean stocks drop nearly 5% as caution mounts over fading chip rally
The Kospi index closed down 4.91% at 7,656.31 on July 7, 2026 (Courtesy of Yonhap) South Korea's stock market fell nearly 5% on Tuesday as investors shrugged off Samsung Electronics Co.'s stellar quarterly earnings, following Morgan Stanley's warning of fading momentum for chip stocks.Inv
2026-07-07
brandequity.economictimes.indiatimes.com
2026-07-07
ET BrandEquity
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