Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

20 articles
Trending Companies
NVIDIA31 SK Hynix9 TSMC8 Samsung8 Microsoft7 Samsung Electronics5 Micron5 AMD5 OpenAI5 Amazon4 SpaceX4 Nvidia4
Trending Technologies
3nm19 EUV19 AI10 GPU8 AI chips7 HBM6 AI data center3 semiconductor3 DRAM3 HBM4E3 chip design2 RTX 5070 Ti2
2026-08-12
Elon Musk’s Newest Factory is 15X The Size of The Pentagon. Micron and Memory Stocks Should be Terrified. - Yahoo Finance
0.85
finance.yahoo.com 2026-08-12
Elon Musk's SpaceX unveiled the design of its 100-million-square-foot Terrafab facility, which is about 15 times the size of the Pentagon, aiming to disrupt the memory oligopoly dominated by Micron, SK Hynix, and Samsung. This development poses a direct threat to Micron, whose stock has shown extrem
Semiconductor ManufacturingMemory ChipsMicron TechnologyLam ResearchElon MuskTerrafabAI ChipsSemiconductor Equipment
2026-08-12
Elon Musk's Newest Factory is 15X The Size of The Pentagon. Micron and Memory Stocks Should be Terrified. - 24/7 Wall St.
0.75
247wallst.com 2026-08-12
2026-08-05
Departing Apple CEO Tim Cook Just Gave Memory Stocks Good News - The Motley Fool
0.85
www.fool.com 2026-08-05
Former Apple CEO Tim Cook's final earnings call highlighted a positive outlook for memory stocks, as he described current memory pricing as a 'hundred-year flood,' signaling continued price increases. The surge is driven by AI infrastructure expansion, particularly the demand for high bandwidth memo
Memory ChipsDRAMNAND FlashAI ChipsHigh Bandwidth MemorySemiconductor Supply ChainChip ManufacturingStorage Market
2026-08-03
Seagate and Western Digital Dive 6%, SK Hynix and Micron Slide 5% as Memory Stocks Cool - AOL.com
0.9
www.aol.com 2026-08-03
2026-08-03
Seagate and Western Digital Dive 6%, SK Hynix and Micron Slide 5% as Memory Stocks Cool - 24/7 Wall St.
0.88
247wallst.com 2026-08-03
2026-08-03
Seagate and Western Digital Dive 6%, SK Hynix and Micron Slide 5% as Memory Stocks Cool - Yahoo Finance
0.92
finance.yahoo.com 2026-08-03
2026-08-03
Some Investors Are Panicking About Memory Stocks. Micron Shareholders Should Keep a Cool Head. - aol.com
0.92
www.aol.com 2026-08-03
2026-08-03
Some Investors Are Panicking About Memory Stocks. Micron Shareholders Should Keep a Cool Head. - Yahoo Finance
0.92
finance.yahoo.com 2026-08-03
2026-08-03
Some Investors Are Panicking About Memory Stocks. Micron Shareholders Should Keep a Cool Head. - The Motley Fool
0.92
www.fool.com 2026-08-03
2026-07-30
Memory Stocks Blast Off: Micron, SK Hynix, SanDisk, Western Digital, and Seagate All Rally Double-Digits - Yahoo Finance
0.75
finance.yahoo.com 2026-07-30
On July 30, 2026, memory and storage stocks surged across the board, with Micron Technology up 15%, SK Hynix up 16%, SanDisk rising 22%, Western Digital gaining 18%, and Seagate climbing 16%. The rally was driven by Samsung's warning of tightening memory supply, which is expected to enhance pricing
Memory ChipsSemiconductor IndustryStorage DevicesStock RallyMicron TechnologySK HynixWestern DigitalSeagate
2026-07-30
Memory Stocks Blast Off: Micron, SK Hynix, SanDisk, Western Digital, and Seagate All Rally Double-Digits - 24/7 Wall St.
0.95
247wallst.com 2026-07-30
2026-07-29
MU, SNDK, WDC, Memory Stocks Plunge After SK Hynix Issues Weak Forecast: Analyst Says ‘Estimates Are BS In Exponential Growth’ - Stocktwits
0.92
stocktwits.com 2026-07-29
2026-07-29
MU, SNDK, WDC, Memory Stocks Plunge After SK Hynix Issues Weak Forecast: Analyst Says ‘Estimates Are BS In Exponential Growth’ - Yahoo Finance
0.75
finance.yahoo.com 2026-07-29
Following SK Hynix's quarterly results, memory stocks including Micron Technology (MU), Western Digital (WDC), and SanDisk (SNDK) experienced sharp declines amid disappointing performance that fell short of analyst expectations. Despite significant revenue and profit growth, investors questioned whe
Memory ChipsSemiconductor IndustrySK HynixMicron TechnologyWestern DigitalStorage StocksAI DevelopmentChip Demand
2026-07-28
History Says Memory Stocks Like Micron and Sandisk Rarely Stay This Profitable for Long. Here's the Case for Why It's Different This Time. - Yahoo Finance
0.85
news.google.com 2026-07-28
2026-07-28
History Says Memory Stocks Like Micron and Sandisk Rarely Stay This Profitable for Long. Here's the Case for Why It's Different This Time. - The Motley Fool
0.92
news.google.com 2026-07-28
2026-07-28
More Than $1 Trillion Wiped Out as China Chip Fears Slam Nvidia, SK Hynix, Micron and Memory Stocks: ETFs - Benzinga
0.95
news.google.com 2026-07-28
2026-07-28
AI Memory Stocks on Rocky Ground: 3 Reasons SK Hynix Fell 13% - Yahoo Finance
0.92
news.google.com 2026-07-28
2026-07-28
AI Memory Stocks on Rocky Ground: 3 Reasons SK Hynix Fell 13% - BeInCrypto
0.88
news.google.com 2026-07-28
2026-07-27
SanDisk Sinks 12%, Micron Drops 5%, SK Hynix Falls 8% as China's CXMT IPO Rattles Memory Stocks - 24/7 Wall St.
0.95
news.google.com 2026-07-27
2026-07-27
SanDisk Sinks 12%, Micron Drops 5%, SK Hynix Falls 8% as China’s CXMT IPO Rattles Memory Stocks - Yahoo Finance
0.95
news.google.com 2026-07-27