Semiconductor News & Analysis Feed
2196 articles
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
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Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials, Teradyne, and Entegris Stocks Trade Down, What You Need To Know
Kayode Omotosho
Tue, June 23, 2026 at 1:08 PM PDT 4 min read
000660.KS
+0.98%
TER
-8.07%
ENTG
-8.58%
005930.KS
+9.84%
ASML.AS
+0.17%
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What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Wall Street ends lower on semiconductor selloff as AI spending concerns mount
By Abigail Summerville, Twesha Dikshit and Joel Jose
Tue, June 23, 2026 at 1:38 PM PDT 3 min read
^GSPC
-1.44%
^IXIC
-2.21%
NVDA
-4.13%
GOOGL
-0.98%
INTC
-6.14%
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By Abigail Summerville, Twesha Dikshit and Joel Jose
June 23 (Reuters) - The Nasdaq and the S&P 500 closed at mor
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
Kayode Omotosho
Tue, June 23, 2026 at 12:44 PM PDT 5 min read
000660.KS
+0.98%
KLAC
-1.29%
005930.KS
+9.84%
ASML.AS
-0.95%
IFX.DE
-2.66%
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Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
NVIDIA Is Stalled at $200. Is the Next Move a Breakout or a Breakdown?
David Moadel
Tue, June 23, 2026 at 12:29 PM PDT 4 min read
NVDA
-4.13%
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Quick Read
NVDA dropped 4% to approximately $200 as a Korea-led chip selloff pushed the KOSPI down 10%, dragging U.S. semiconductors lower with it.
Jensen Huang guided Q2 revenue to $91B following an 85% YoY Q1 b
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Bank of America Raises Micron Target to $1,500 Ahead of Results: Are Traders Buying It?
Ananda Banerjee
Tue, June 23, 2026 at 11:00 AM PDT 6 min read
MU
-13.18%
BAC
+0.94%
NVDA
-4.13%
000660.KS
+0.98%
005930.KS
+9.84%
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Bank of America raised its Micron stock price target to $1,500 from $950, spotlighting the memory maker that sits beside Nvidia at the
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”
David Moadel
Tue, June 23, 2026 at 10:23 AM PDT 4 min read
AMD
-5.76%
NVDA
-4.13%
INTC
-6.14%
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Quick Read
AMD stock and Intel stock each dropped 5% Tuesday and NVIDIA stock pulled back 3% as Korea's KOSPI 10% retreat rattled supply chains linking U.S. chipmakers
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology Has Made a Terrific Move Before Its June 24 Earnings Report
Harsh Chauhan, The Motley Fool
Tue, June 23, 2026 at 9:20 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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While all eyes are on Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings report, which will be released after the market closes on June 24, the memory speciali
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How BE Semiconductor Industries (BESIY) Is Turning Hybrid Bonding Demand Into a Bigger AI Packaging Growth Target
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 2 min read
BESI.AS
-0.37%
BE Semiconductor Industries N.V. (OTC:BESIY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company strengthened its HBM-adjacent case on June 18, 2026, when it raised its long-term rev
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why ASMPT Limited’s (ASMVY) Repeat TCB Tool Order Deepens Its Role in HBM and AI Packaging
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 1 min read
0522.HK
+3.13%
ASMPT Limited (OTC:ASMVY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company sharpened its HBM relevance on June 8, 2026, when it announced a repeat order for eight chip-to-wafer Thermo-Compression Bondin
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 1 min read
2330.TW
-4.02%
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company's latest relevant financial update came on June 10, 2026, when it reported May revenue o
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
How NVIDIA’s (NVDA) GB300 Benchmark Win Highlights the Memory Demands Behind Agentic AI
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
NVDA
+0.18%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing high-bandwidth memory stocks to buy. A stronger topic fit came on June 12, 2026, when NVIDIA said its Blackwell Ultra GB300 NVL72 p
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the
2026-06-24
uk.finance.yahoo.com
2026-06-24
Yahoo Finance UK
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, 23 June 2026 at 9:09 am GMT-7 1 min read
MU
-13.18%
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the engineering, procurement, and construct
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
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Micron Stock Suddenly Crashed
Rich Smith, The Motley Fool
Tue, June 23, 2026 at 8:37 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
005930.KS
+9.84%
000660.KS
+0.98%
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Trading disclosure
Did the AI memory chip bubble just burst? Shares of memory specialist Micron (NASDAQ: MU) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this
2026-06-23
au.finance.yahoo.com
2026-06-23
Yahoo Finance Australia
Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
Subham Roy
Tue 23 June 2026 at 8:11 am GMT-7 6 min read
APLD
+0.15%
SNPS
-0.66%
Synopsys SNPS and Applied Digital APLD are two of the biggest beneficiaries of surging AI capital expenditure by global investors in the semiconductor industry. All the layers of the semiconductor industry, including electronic and design automation,
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Earnings Have Never Looked Better. Start Worrying.
Trefis Team
Tue, June 23, 2026 at 8:04 AM PDT 4 min read
MU
-0.01%
MSFT
+0.16%
GOOGL
+1.91%
META
+0.43%
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Image by Nico Franz from Pixabay
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Rich Duprey
Tue, June 23, 2026 at 7:36 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
Quick Read
Despite a 12% drop during a broader tech rout, the company remains one of the primary beneficiaries of the AI-driven memory boom.
AI demand is expanding beyond High Bandwidth Memory in
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring
Syeda Seirut Javed
Tue, June 23, 2026 at 7:31 AM PDT 1 min read
MU
-13.18%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what t