Semiconductor News & Analysis Feed
924 articles
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
moneymorning.com
2026-06-29
Money Morning
STOCKS
Micron Technology (MU) Is This Week's Stock of the Week — AI Memory Supercycle Hits Overdrive
Money Morning Team
June 29, 2026
BY THE NUMBERS
$41.46 billion — Micron's record fiscal Q3 2026 revenue. A year ago the same quarter brought in $9.30 billion.
$25.11 — Non-GAAP EPS, crushing the $20.20 estimate. That's a 24% beat on the bottom line alone.
84.9% — Gross margin in Q3. Management
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
digitimes.com
2026-06-29
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.
2026-06-29
intellectia.ai
2026-06-29
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Micron Technology: The Next Nvidia?
Micron Technology: The Next Nvidia?
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
Updated:
Jun 28 2026
14
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MU
+0.94%
NVDA
+0.37%
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Significant Revenue Growth: Micron Technology's
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is Micron Technology, Inc. (MU) Among the Best Semiconductor Stocks to Buy According to Billionaires?
Fatima Gulzar
June 28, 2026 1 min read
MU
+0.94%
^IXIC
+1.12%
SPCX
-0.98%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is among the Best Semiconductor Stocks.
On June 24, Reuters reported that investors are gearing up for volatility ahead of Micron Technology
2026-06-29
pokde.net
2026-06-29
Pokde.Net
Pokde.Net > System > Industrial > Cadence And Intel Foundry Expand Collaboration On Intel 14A Process Technology
INDUSTRIAL
NEWS
SYSTEM
Cadence And Intel Foundry Expand Collaboration On Intel 14A Process Technology
Last updated: June 29, 2026 2:17 am
By
Low Boon Shen
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2 Min Read
Chipmaking tools provider Cadence has announced an expanded multi-year collaboration with Intel Foundry, Intel’s c
2026-06-29
startupfortune.com
2026-06-29
Startup Fortune
Micron’s Q3 report turned a familiar memory stock into a harder AI infrastructure question: if every serious AI system needs more memory, you can’t keep treating memory as an afterthought.
Wall Street spent the AI boom staring at GPUs, and you can understand why. Nvidia became the cleanest ticker for the story. But Micron’s latest quarter forces a less glamorous point into the open: a fast chip i
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Micron Technology set to surpass all US companies in profitability except Nvidia and Google
A memory chip maker just posted an 84.9% gross margin, and the AI boom deserves most of the credit
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Atomera (ATOM) Introduces MST Technology to Enhance GaN-on-Silicon Performance for RF Applications
Published on June 28, 2026 at 5:35 am by MAHAM FATIMA in News
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Atomera Incorporated (NASDAQ:ATOM) is one of the best performing tech stocks to buy according to analysts. On June 4, Atomera introduced an approach using its proprietary MST technology to address performance barriers in GaN-on
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Atomera (ATOM) Introduces MST Technology to Enhance GaN-on-Silicon Performance for RF Applications
Maham Fatima
June 28, 2026 2 min read
ATOM
-0.74%
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Trading disclosure
Atomera Incorporated (NASDAQ:ATOM) is one of the best performing tech stocks to buy according to analysts. On June 4, Atomera introduced an approach using its proprietary MST technology to address performa
2026-06-28
digitimes.com
2026-06-28
Trusval Technology reported record 2025 revenue and profit, signaling stronger demand for semiconductor-related construction and industrial systems that matter to global supply chains. The Taiwan-based company said it is entering 2026 with cautious optimism, as it expands green fab solutions, overseas projects, and technology upgrades.
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Technology (MU): 10 Best Future Stocks to Buy and Hold for 10 Years
Maham Fatima
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the best future stocks to buy and hold for 10 years. On June 25, Micron reported record financial results for its FQ3 2026, reaching $41.46 billion in revenue and $28.24 billion in GAAP net i
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Faces Narratives Test As Net Margin Hits 55.9% In Q3
June 27, 2026
Simply Wall St
Micron Technology (MU) has reported very large numbers in its latest Q3 2026 report, with revenue at about US$41.5 billion, basic EPS of US$25.04, and net income of roughly US$28.2 billion. Trailing 12‑month figures show revenue of about US$90.3 b
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:AMKR
Amkor Technology (AMKR) And TSMC Deal Put Fair Value Back In Focus
June 27, 2026
Simply Wall St
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Taiwan Semiconductor Manufacturing Company’s new 10 year agreement with Amkor Technology (AMKR) to expand advanced packaging in Arizona has refocused attention on how the stock fits into the U.S. semiconductor supply chain story.
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2026-06-27
digitimes.com
2026-06-27
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could have a lifecycle of only about two years.