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2026-06-27
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2026-06-27
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2026-06-27
247wallst.com
2026-06-27
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Memory chips are boring until they aren’t, and Wednesday afternoon they stopped being boring. Micron Technology (NASDAQ:MU | MU Price Prediction) guided fiscal fourth-quarter revenue to $50 billion, plus or minus $1 billion, against a Wall Street consensus parked around $43 billion.
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Bloomberg Tech host Ed Ludlow, on Bloomberg Businessweek Daily, summed up the move with a line that di
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Beat Wall Street and It ‘Reset the Entire Industry’
Omor Ibne Ehsan
Fri, June 26, 2026 at 9:55 AM PDT 4 min read
MU
+0.79%
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Micron (MU) guided Q4 revenue to $50B, roughly $7B above Wall Street consensus, sending the stock up 16% to an all-time high.
GAAP gross margins expanded from 38% to 85% year over year, a software-like profile dr
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro
2026-06-27
www.semafor.com
2026-06-27
Semafor
Qualcomm, the chipmaker supplying smartphones and wearable devices, said it plans to use the new chip technology it created for data centers in smartphones — ultimately allowing AI to run better on mobile devices, said Executive Vice President Durga Malladi in an interview.
When Qualcomm announced its data-center chips this week, it launched itself into the highly competitive data-center chip ind
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) Is Raising 7nm Chip Prices Up To 10% As Expansion Builds
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC is reported to be raising prices by 5% to 10% on 7nm and below chip manufacturing processes.
The price changes target leading edge capacity used in AI, datacenter, and high performance computing chips.
The comp
2026-06-27
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2026-06-27
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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MSN
Applied Materials (AMAT) held a master class event this week, and much of the focus was on the company's positioning in dynamic random access memory and advanced packaging, Wall Street analysts said.
“In our view, these insights reflect broader tech trends reshaping the entire semi supply chain,” Susquehanna analyst Mehdi Hosseini wrote in a note to clients. “The rising complexity of next-gen DRA
2026-06-27
www.wired.com
2026-06-27
WIRED
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Yahoo Finance
Micron Grew 10X in 12 Months. Can It Do It Again?
Rich Duprey
Fri, June 26, 2026 at 9:23 AM PDT 4 min read
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+0.79%
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$MU's profits surged 15x in 12 months while the stock grew tenfold, yet it still trades at just 8x forward earnings.
Tim Cook called the memory price surge a '100-year flood' as Micron's HBM production sells out
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
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The market has rarely seen a technological revolution like the one the artificial intelligence boom has unleashed. Semiconductor companies, in particular, have been rewarded at a pace few investors have ever witnessed.
Last year, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) dominated headlines as demand for AI accelerators exploded. This year, the spotlight has shifted to a differen
2026-06-27
www.nature.com
2026-06-27
Nature
Research Briefing
Published: 26 June 2026
Ultrashort light pulses can transform a semiconductor into a topological insulator
Nature Physics (2026) Cite this article
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The electronic structure of materials can be tailored using pulses of light, and through this so-called Floquet engineering, novel materials can be designed. Now, the technique has been us
2026-06-27
www.ept.ca
2026-06-27
Electronic Products & Technology
onsemi has announced its acquisition of Synaptics Incorporated in an all-stock deal valued at approximately $7 billion, reflecting a 19% premium based on recent trading prices. The agreement involves a fixed exchange ratio of 1.350 shares of onsemi stock for each Synaptics share.
This acquisition is significant as it positions onsemi to capitalize on the growing demand for intelligent systems acr
2026-06-27
www.design-engineering.com
2026-06-27
Design Engineering Magazine
onsemi has announced its acquisition of Synaptics Incorporated in an all-stock deal valued at approximately $7 billion. The agreement features a fixed exchange ratio of 1.350 shares of onsemi stock for each Synaptics share, reflecting a 19% premium based on recent trading prices.
This acquisition positions onsemi to better meet the growing demand for intelligent systems across various sectors, in
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
Texas Instruments Inc (TXN) moved down by 3.84%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 3.74%; SanDisk Corporation (SNDK) down 7.45%; NVIDIA Corp (NVDA) down 0.72%.
On June 26, 2026, Texas Instruments experienced notable downward pressure and significant intraday volatility,
2026-06-27
www.macrumors.com
2026-06-27
MacRumors
Micron Suggests Apple Helped Cause Memory Price Crisis
Friday June 26, 2026 9:15 am PDT by Hartley Charlton
Micron's chief business officer has hinted, without calling it out by name, that Apple's tough supplier negotiations contributed to the conditions behind the global memory shortage.
In remarks given to The Wall Street Journal on Wednesday, Sumit Sadana explained that Micron was unable to