Semiconductor News & Analysis Feed
11368 articles
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Is Applied Materials (AMAT) Quietly Rewiring Its AI Moat With New DRAM And Packaging Tools?
Sasha Jovanovic
Thu, 25 June 2026 at 8:19 pm GMT-7 3 min read
AMAT
+13.42%
In recent days, Applied Materials introduced a new epitaxy system for DRAM, plus CMP, deposition and eBeam tools aimed at advanced 3D packaging and high-bandwidth memory to support next-generation AI chips.
This push ties front-end
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron (MU) Profit Soars 1,400%, Shares Rocket to Fresh High
Angelica Ballesteros
Thu, June 25, 2026 at 8:11 PM PDT 2 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 9 Stocks Winning by Double Digits.
Micron Technology soared to a new all-time high on Thursday, as investors gobbled up shares after reporting a stellar earnings performan
2026-06-26
www.firstpost.com
2026-06-26
Firstpost
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2026-06-26
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2026-06-26
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Applied Materials (AMAT) Launches New Chipmaking Systems, Soars to All-Time High
Angelica Ballesteros
Thu, June 25, 2026 at 8:07 PM PDT 2 min read
AMAT
+13.42%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials Inc. (NASDAQ:AMAT) is one of the 9 Stocks Winning by Double Digits.
Applied Materials climbed to a new all-time high on Thursday, as investors cheered its launch of a lineup of c
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
QCOM
+3.84%
NVDA
-1.59%
INTC
+0.73%
AMD
+2.60%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Image from Pixabay
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
www.trefis.com
2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun
2026-06-26
wccftech.com
2026-06-26
Wccftech
Micron says that it has locked in 16 memory customers in an unbreakable agreement, hinting that high prices will continue for several years.
Memory prices for all sorts of DRAM components, including LPDDR, DDR, and HBM, are sky-high. This is due to the huge demand for memory generated by the booming AI segment. DRAM makers have been unable to keep up with demand for AI, and things are even worse
2026-06-26
www.trefis.com
2026-06-26
Trefis
After A Large Run, Is Applied Materials Stock A Bet On AI’s Future or Yesterday’s News?
June 25th, 2026 by Trefis Team
-62.96%
Downside
668
Market
247
Trefis
AMAT
Applied Materials
The chip-equipment giant is at the center of an AI-fueled boom with unprecedented demand, but you’ll pay a steep premium for a stock whose biggest risk may be its own supply chain.
If you want to understand Applied Ma
2026-06-26
cnycentral.com
2026-06-26
WSTM
CLAY, N.Y. — Clay officials are considering a new agreement with Micron that would change how the town collects money tied to one of the largest construction projects in New York, and taxpayers will have a chance to weigh in before anything is finalized.
Under the proposal, Micron would pay $30 million to the Town of Clay through a community host agreement instead of paying traditional building p
2026-06-26
siliconangle.com
2026-06-26
SiliconANGLE
Arizona-based chipmaker Onsemi today announced plans to acquire the internet of things and computer interface technology firm Synaptics Inc. in a deal valued at around $7 billion.
The deal will help Onsemi, officially known as Semiconductor Components Industries LLC, pursue its ambitions in “physical AI,” and bring artificial intelligence from massive cloud-based data centers into the physical wo
2026-06-26
www.fxleaders.com
2026-06-26
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Nvidia Stock So Cheap? This Is the Only Plausible Answer
Jeremy Bowman, The Motley Fool
Thu, June 25, 2026 at 6:50 PM PDT 5 min read
NVDA
-1.59%
MU
+15.81%
SNDK
+21.53%
Explore stocks on Coinbase
Trading disclosure
For much of the AI boom, Nvidia (NASDAQ: NVDA) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed t
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 10:39
Product image of the new FC Bonder 3.5 for artificial intelligence (AI) system semiconductors from ##HANMI Semiconductor##./Courtesy of ##HANMI Semiconductor##
HANMI Semiconductor said on the 26th it launched new equipment for artificial intelligence (AI) system semiconductors, the "FC Bonder 3.5" (Flip Chip Bonder 3.5). The company plans to supply th
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
For much of the AI boom, Nvidia (
NVDA
1.86%
) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed to benefit from demand for its GPUs, which are used for AI training.
Since then, the stock has gained more than 1,000%, and Nvidia has become the most valuable company in the world, with a market cap of nearly $5 trillion.
2026-06-26
www.bloomberg.com
2026-06-26
Bloomberg.com
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Get the most important global
2026-06-26
eu.36kr.com
2026-06-26
36 Kr
Earning 26,400 yuan net per second, more profitable than NVIDIA, do you believe in "the light"?
爱范儿
2026-06-26 08:23
Micron is full, and global phone makers are falling.
The memory chip industry has long been infamous for the "pork cycle."
When production capacity is tight, the prices of DRAM and NAND skyrocket, prompting manufacturers to expand production. Once the new production capacity is re
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Shares of Micron Technology (
MU
+14.50%
) surged on Thursday after the memory chip leader delivered a blockbuster earnings report.
Image source: The Motley Fool.
An AI bonanza
Micron's revenue rose a staggering 346% year over year to $41.5 billion in its fiscal third quarter, which ended on May 28.
The AI boom and the massive data sets it requires are creating enormous demand for the high-per
2026-06-26
wccftech.com
2026-06-26
Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs.
CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In