Semiconductor News & Analysis Feed
1343 articles
2026-06-29
www.tikr.com
2026-06-29
TIKR.com
Key Takeaways:
Both Micron and SanDisk are signing long-term supply deals with AI customers worth tens of billions of dollars.
Micron makes a special type of memory chip that AI systems desperately need. SanDisk does not.
Analyst estimates suggest both stocks could double from here, but the paths and risks are very different.
Now Live: Discover how much upside your favorite stocks could have usin
2026-06-29
stockinvest.us
2026-06-29
StockInvest.us
stockinvest.us
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Can Micron (MU) ’s Deal With Anthropic Cement Its Place in the AI Memory Market?
Abdul Rahman
June 29, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Micron Technology, Inc. (NASDAQ:MU) announced a strategic agreement with Anthropic covering memory and storage
2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
Samsung, SK Hynix, and Micron face a class-action antitrust lawsuit in California alleging coordinated capacity constraints under the guise of an HBM transition. Plaintiffs claim the memory giants restricted conventional DRAM supply to drive a 700% price surge, shifting capacity to higher-margin HBM. While the lawsuit invokes historical precedents of collusion, market analysts expect supply-demand
2026-06-29
www.barrons.com
2026-06-29
Barron's
__fail__
2026-06-29
spacedaily.com
2026-06-29
Space Daily
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2026-06-29
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2026-06-29
ET Telecom
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2026-06-29
waya.media
2026-06-29
waya.media
TECH
iPads, Xbox Consoles, and PCsAI Memory Chip Shortage Pushes Up Prices of iPads, Xbox Consoles, and PCs
by WAYA Staff - Jun 29, 2026
Image Source: Bloomberg Website
The price of consumer electronics is climbing again, but this time the culprit is artificial intelligence. As AI infrastructure absorbs global memory chip supply, electronics makers are raising prices while manufacturers race
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
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.29. 17:17
SK hynix will push a mid- to long-term investment strategy totaling 1.1 quadrillion won spanning Yongin, Cheongju and the southwest region to meet growing demand for artificial intelligence (AI) memory. The plan is to speed up expansions at existing production bases while building new plants to maintain leadership in memory supply in the AI era.
As C
2026-06-29
www.allaboutcircuits.com
2026-06-29
All About Circuits
www.allaboutcircuits.com
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2026-06-29
wccftech.com
2026-06-29
Wccftech
Samsung, SK Hynix & Micron are facing a class action lawsuit in the US as memory prices spiral out of control due to persistent shortages.
Memory prices have reached a historical high due to ongoing shortages as demand continues to outstrip supply. The worst is yet to come, but as the situation continues to evolve, consumers are getting fed up and have filed a private class-action lawsuit in the
2026-06-29
digitimes.com
2026-06-29
Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.
2026-06-29
digitimes.com
2026-06-29
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Taiwan's semiconductor ecosystem has entered the race to develop a possible post-HBM memory architecture, with Powerchip Semiconductor Manufacturing Corp. (PSMC) and AP Memory appearing alongside Intel and SoftBank subsidiary SAIMEMORY in a nine-layer 3D...
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?
Micah Zimmerman, The Motley Fool
June 28, 2026 5 min read
AMD
+6.61%
MU
+0.94%
SNDK
-0.03%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-dri
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-driven software designed to make NAND flash behave like dynamic random-access memory (DRAM).
The technology uses predictive algorithms to identify frequently accessed data and move it between flash storage and high-speed memory in real time, reducing the amount of