Semiconductor News & Analysis Feed
231 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
David Moadel
Thu, June 25, 2026 at 6:20 AM PDT 4 min read
MU
+11.23%
SNDK
+13.59%
WDC
+4.17%
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Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC) shares jumped after Micron locked in $100B of contracted AI me
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon.
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The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and Western Digital (
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-24
biz.chosun.com
2026-06-24
Chosunbiz
By
Jeong Du-yong
Published 2026.06.24. 06:01
Updated 2026.06.24. 07:06
Patent diagram for a processing core integrating high-capacity, high-bandwidth storage memory registered with the United States Patent and Trademark Office (USPTO) by SanDisk./Courtesy of United States Patent and Trademark Office
High-bandwidth flash (HBF) technology developed by SanDisk in the United States is drawing renew
2026-06-24
www.investors.com
2026-06-24
Investor's Business Daily
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2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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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
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
-13.18%
SNDK
-13.64%
NVDA
-4.13%
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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
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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SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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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
finance.yahoo.com
2026-06-23
Yahoo Finance
The Zacks Analyst Blog Highlights Micron, FedEx, Ecopetrol, Caterpillar and Sandisk
Zacks Equity Research
Tue, June 23, 2026 at 1:56 AM PDT 7 min read
FDX
-3.51%
ECOPETROL.CL
-4.84%
SNDK
-13.64%
MU
-13.18%
CAT
-3.72%
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Trading disclosure
For Immediate Release
Chicago, IL – June 23, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings
David Moadel
Mon, June 22, 2026 at 6:29 AM PDT 4 min read
MU
-11.16%
WDC
-8.19%
AAPL
+0.85%
POLA.PVT
SNDK
-12.78%
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Needham raised its Micron target to $1,550 from $500, sparking a 6% rally in Micron and Western Digital as well as a 5% boost in
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report. Western Digital (NASDAQ:WDC) stock is also up by about 6% to around $788, while SanDisk (NASDAQ:SNDK) stock is up 5% to around $2,294.
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The group is resisting worries about renewed U.
2026-06-22
blockonomi.com
2026-06-22
Blockonomi
blockonomi.com
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2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su
2026-06-20
www.msn.com
2026-06-20
MSN
Record PS5 upgrade cost: SanDisk’s new officially licensed PS5 SSDs cost up to $2,959.99 for the 8TB model, far exceeding the price of the console itself.
Chip shortage pressure: Global NAND flash and DRAM shortages, fuelled by AI infrastructure demand, are keeping SSD prices high across consumer markets.
Price relief outlook: Analysts see only modest SSD price drops in late 2026, with high-capa
2026-06-20
www.msn.com
2026-06-20
MSN
Record PS5 upgrade cost: SanDisk’s new officially licensed PS5 SSDs cost up to $2,959.99 for the 8TB model, far exceeding the price of the console itself.
Chip shortage pressure: Global NAND flash and DRAM shortages, fuelled by AI infrastructure demand, are keeping SSD prices high across consumer markets.
Price relief outlook: Analysts see only modest SSD price drops in late 2026, with high-capa