semiconductor stocks 2026
AI Memory Boom: Micron Record Earnings and SK Hynix $29B IPO Filing
A smartphone now costs $523 on average, a record. Memory chips are why. Micron Reports $41.5 Billion Quarter and Locks in $100 Billion of Future Revenue Micron Technology (Nasdaq: MU) reported fiscal third-quarter results on June 24 that beat every prior record the company had set. Revenue came in at $41.46 billion, up from $23.86…
Intel Surges 10% After Trump Confirms Apple Chip Deal as Accenture Drops 13% on Guidance Cut
Intel’s 18A node packs 238 million transistors per square millimeter. TSMC’s competing N2 node packs 313 million. On June 18, Apple agreed to use Intel anyway, just not for the chips that matter most yet. Intel Surges After Trump Confirms Apple Will Use Intel Foundry for US-Made Chips President Trump posted on Truth Social early…
