Semiconductor News & Analysis Feed
11435 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron and its Red-Hot Earnings Charts
Tracey Ryniec
Mon, June 22, 2026 at 2:40 PM PDT 2 min read
MU
-13.18%
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The first quarter of 2026 earnings season is over and the second quarter 2026 earnings season hasn't started yet. But there is a group of companies that report on the fiscal year who report earnings in between the various earnings seasons.
This week
2026-06-23
ca.investing.com
2026-06-23
Investing.com Canada
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2026-06-23
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2026-06-23
Investor's Business Daily
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2026-06-23
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2026-06-23
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2026-06-23
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2026-06-23
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2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.23. 06:01
Updated 2026.06.23. 10:16
Inside the SK hynix semiconductor plant./Courtesy of SK hynix
SK hynix is putting more weight on targeting the commodity DRAM market while adjusting the pace of expanding mass production of 6th-generation high bandwidth memory (HBM4). With HBM already accounting for more than 40% of revenue and establishing an overwhelming le
2026-06-23
www.bizjournals.com
2026-06-23
The Business Journals
www.bizjournals.com
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2026-06-23
www.networkworld.com
2026-06-23
Network World
Dell and Super Micro each unveiled new AI servers as part of Nvidia's Vera Rubin rollout.
Credit: AntonKhrupinArt / Shutterstock
Dell’s new high-end Nvidia-based server is a centerpiece for its integrated AI platform aimed at enterprise customers with major AI infrastructure plans.
The Dell PowerEdge XE8812, with its core Nvidia Vera Rubin NVL4 architecture, scales up to 144 GPUs per rack and w
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-23
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2026-06-23
Investing.com Canada
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2026-06-23
tomshardware.com
2026-06-23
Jake Roach
Motherboards are down to some unbelievable prices for Prime Day, which makes sense given how rough RAM prices are right now.
2026-06-23
www.networkworld.com
2026-06-23
Network World
Nvidia packs Vera CPUs, Rubin GPUs, networking technologies, and software into a rack-mounted supercomputer.
Credit: Nvidia
Nvidia has formally launched the Vera Rubin platform, a combination CPU and GPU platform billed as a major step forward in the convergence of artificial intelligence and high-performance computing (HPC) for scientific research.
Announced at the ISC High Performance 2026 co
2026-06-23
www.streetinsider.com
2026-06-23
StreetInsider
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2026-06-23
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2026-06-23
lincolnjournal.com
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Qnity Powers the Transition from Shrink to Stack with Advanced Packaging Solutions
Jun 22, 2026 Updated 1
2026-06-23
sg.finance.yahoo.com
2026-06-23
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Qnity Powers the Transition from Shrink to Stack with Advanced Packaging Solutions
Business Wire
Mon, 22 June 2026 at 1:30 pm GMT-7 2 min read
Q
-8.23%
Qnity’s material innovations enable next-generation advanced packaging, showcased through new Innovation Hub
WILMINGTON, Del., June 22, 2026--(BUSINE
2026-06-23
briefglance.com
2026-06-23
BriefGlance
Beyond Moore's Law: Qnity's High-Stakes Bet on Stacking Chips for the AI Era
📊 KEY DATA
$40B+ market value in 2025, projected to exceed $140B by 2034 for advanced packaging.
Qnity invested $61.5M in new R&D and manufacturing facility.
Stock surged over 100% year-to-date (2026) after strong Q1 earnings.
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2026-06-23
www.marketscreener.com
2026-06-23
marketscreener.com
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2026-06-23
www.theglobeandmail.com
2026-06-23
The Globe and Mail
What Happened?
A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
NVIDIA introduced it as a platform for "wo
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
What does an AI company do after one of those not-acqui-hire deals, where a rival pays investors a hefty IP “licensing” fee while poaching its critical talent? For AI chipmaker Groq, the answer appears to be raise more money from investors — who were said to have profited handsomely after a deal with Nvidia in December — hire more talent, and pivot.
On Monday, Groq announced a new $650 million fu
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-13.18%
ANTH.PVT
SNDK
-13.64%
WDC
-8.45%
000660.KS
-12.47%
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Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig