Semiconductor News & Analysis Feed
5 articles
2026-06-29
www.pcgamer.com
2026-06-29
PC Gamer
Hardware Memory
Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior
News
By Jess Kinghorn
Published June 29, 2026
'No outsider can expand output to undercut them.'
(Image credit: SeongJoon Cho / Bloomberg via Getty Images (left) | JHVEPhoto via Getty Images (middle) | David Paul Morris/Bloomberg via
2026-06-26
www.weex.com
2026-06-26
WEEX
The AI memory crisis—driven by shortages in high-bandwidth memory (HBM) for data centers and premium mobile DRAM like LPDDR5X—has flipped the usual smartphone playbook. This article explains how tightening supply impacts Apple Stock versus Samsung, why memory pricing matters to margins, how AI phones and PCs change bill-of-materials (BOM) math, and what scenarios could play out through 2027. You’l
2026-06-25
www.cnbc.com
2026-06-25
CNBC
As Micron
customers try and adjust to a new reality of constantly rising memory prices, investors in the company are enjoying historic profit margins.
Alongside its better-than-expected earnings report on Wednesday, Micron disclosed a gross margin, or the profit left after accounting for the cost of goods sold, of 84.9%, up from 74.9% in the prior period and 39% a year earlier.
That’s the highe
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Video Muted
Technology stocks are getting hammered today as investors react to a broad market sell-off, and memory-chip maker Micron Technology (NASDAQ:MU | MU Price Prediction) has been swept up in the downturn. The memory chipmaker’s stock fell roughly 12% in early trading, wiping billions of dollars from its market value at the open.
Yet the sell-off looks disconnected from the long-term forc
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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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