Semiconductor News & Analysis Feed
62 articles
2026-07-16
www.fool.com
2026-07-16
The Motley Fool
2026-07-16
digitimes.com
2026-07-16
Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips and related equipment. The company's preliminary figures suggest stronger orders, improved product mix, and a recovering storage market that could matter for investors worldwide.
2026-07-15
digitimes.com
2026-07-15
Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans amid continued AI-driven demand for advanced logic and memory chips.
2026-07-15
digitimes.com
2026-07-15
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.
2026-07-13
news.google.com
2026-07-13
Technology Org
2026-07-12
news.google.com
2026-07-12
Yahoo Finance
2026-07-11
www.hpcwire.com
2026-07-11
HPCwire
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
www.foxbusiness.com
2026-07-10
Fox Business
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg.com
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2026-07-09
digitimes.com
2026-07-09
Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher prices and AI-driven memory shortages that kept demand strong through the second quarter.
2026-07-06
news.google.com
2026-07-06
WEEX
2026-07-06
news.google.com
2026-07-06
Investing.com
2026-07-06
news.google.com
2026-07-06
Startup Fortune
2026-07-05
news.google.com
2026-07-05
Quiver Quantitative
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
www.tradingview.com
2026-07-04
TradingView
News
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GuruFocus
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Micron Remains a Buy as AI Memory Demand Surges
Micron Remains a Buy as AI Memory Demand Surges
Less than 1 min read
MU
+1.11%
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Shares have climbed roughly 755% over the past year, turning Micron from a familiar me
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Remains a Buy as AI Memory Demand Surges
Faizan Farooque
Fri, July 3, 2026 at 9:59 AM PDT 1 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Warning! GuruFocus has detected
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron (
MU
5.25%
) may be moving from a cyclical memory stock into a key AI infrastructure supplier. The Anthropic partnership, rising HBM demand, and tight memory supply could support a much bigger bullish thesis, but the rally also comes with real valuation and competition risks.
Stock prices used were the market prices of June 25, 2026. The video was published on June 29, 2026.
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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