Semiconductor News & Analysis Feed
11391 articles
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg.com
Technology
Markets
Micron and Qualcomm Lift Chipmakers Amid Rapid AI Growth
Silicon wafers are sorted at Micron Technology Inc. headquarters in Boise, Idaho.
Photographer: Kyle Green/Bloomberg
Gift this article
Add us on Google
Contact us:
Provide news feedback or report an error
Confidential tip?
Send a tip to our reporters
Site feedback:
Take our Survey
By Ryan Vlastelica
June 25, 2026 at 5:18
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is unveiling its breakthrough for the AI data center market called HBC (High-Bandwidth Compute), to break the memory wall.
At its Investors Day 2026, Qualcomm unveiled HBC under its Dragonfly brand, an innovative technology that aims to offer a major boost in memory capacity and bandwidth. The HBC architecture deploys a purpose-built & near-memory solution that bonds compute with boosted
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Texas Instruments (TXN) Stock After Capacity Expansion Push Is The Price Still Justified
Bailey Pemberton
Wed, June 24, 2026 at 2:12 PM PDT 6 min read
TXN
-0.41%
Trade TXN on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
If you are wondering whether Texas Instruments stock still offers value at
2026-06-25
mezha.net
2026-06-25
mezha.net
Micron forecasts stronger revenue, boosts stock as AI demand strains HBM supply
Thursday, 25 June 2026, 00:07
The chipmaker expects sales well above analyst estimates and plans heavy capex, hinting at wider industry shifts driven by AI—details could reshape server supply chains.
As stated by Reuters
Micron Technology expects quarterly earnings to beat analysts’ expectations, while noting that i
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Sign up for free newsletters and get more CNBC delivered to your inbox
Get this delivered to your inbox, and more info about our products and services.
© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
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.
This site is now part of
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video and Josh Lipton
Wed, June 24, 2026 at 2:01 PM PDT
MU
-0.31%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 bill
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video and Josh Lipton
Wed, June 24, 2026 at 2:01 PM PDT
MU
-0.31%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 bill
2026-06-25
www.msn.com
2026-06-25
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
After fears that a less-than-stellar report from the memory-chip maker could further derail the AI trade after Tuesday's bruising sell-off, Micron delivered on all fronts.
Shares of the company surged 14% in after-hours trading after it crushed revenue estimates for its fiscal third quarter. Revenue came in at $41.46 billion compared to expectations for $35.7 billion. Earnings per share were $25.
2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d
2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's blowout earnings just reset the AI memory trade
Jared Blikre
Wed, June 24, 2026 at 1:40 PM PDT 2 min read
MU
-0.31%
000660.KS
+0.98%
^SOX
-0.18%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's profit machine Wednesday.
Micron (MU) and SK Hynix (000660.KS) had been two of the cleanest ways to trade the AI memory boom this year, both crushing the bro
2026-06-25
qz.com
2026-06-25
qz.com
We won't sell or share your personal information to inform the ads you see. You may still see interest-based ads if your information is sold or shared by other companies or was sold or shared previously.
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Incorporated (NASDAQ: QCOM), a connected computing leader at the center of the AI era, today outlined the acceleration of its diversification strategy and unveiled its comprehensive strategy for the data center, marking its next phase of growth across every tier of the compute continuum, at its 2026 Investor Day.
“We are defining Qualcomm’s next chapter as we accelerate our edge diversi
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced the expansion of its strategic relationship with Hugging Face to advance open, developer-driven artificial intelligence (AI) from devices to cloud infrastructure. This collaboration is intended to unite Qualcomm Technologies’ industry-leading device to data center platforms with Hugging Face’s global AI community, model ecosystem, and deve
2026-06-25
www.forbes.com
2026-06-25
Forbes
BREAKING
BUSINESS
Micron Soars 15% After Chipmaker Posts Record Revenue And Positive Guidance
ByAntonio Pequeño IV,
Forbes Staff.
Pequeño is a breaking news reporter who covers tech and more.
Follow Author
Jun 24, 2026, 04:32pm EDTJun 24, 2026, 05:35pm EDT
TOPLINE
Micron shares rocketed Wednesday after the chipmaker reported the most profitable quarter in its history, further cementing its ro
2026-06-25
www.forbes.com
2026-06-25
Forbes
BREAKING
BUSINESS
Micron Soars 15% After Chipmaker Posts Record Revenue And Positive Guidance
ByAntonio Pequeño IV,
Forbes Staff.
Pequeño is a breaking news reporter who covers tech and more.
Follow Author
Jun 24, 2026, 04:32pm EDTJun 24, 2026, 05:03pm EDT
TOPLINE
Micron shares rocketed Wednesday after the chipmaker reported the most profitable quarter in its history, further cementing its ro
2026-06-25
www.tekedia.com
2026-06-25
Tekedia
Qualcomm In Advanced Talks With ByteDance For Custom Chip Design As U.S. Firm Seeks To Diversify Beyond Smartphones
June 24, 2026 | by Samuel Nwite | 0
Qualcomm is in discussions to provide advanced chip-design services to China’s ByteDance, the parent company of TikTok, in what would represent an early and significant customer win for the U.S. semiconductor giant’s push into custom silicon serv
2026-06-25
investor.qualcomm.com
2026-06-25
Qualcomm
Bring your ideas to life by saving your favorite products, comparing specifications and sharing with your team to work collaboratively.
You do not have any projects yet. Start building your Workspace.
– Establishes Strong Foundation for Long-Term Growth in the Agentic Era –
– Expands Beyond Silicon to Deliver a Range of Full-Stack AI Platforms, from Edge to Cloud –
NEW YORK--(BUSINESS WIRE)--