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Semiconductors 19 June 2026 - 26 June 2026

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

U.S. cash markets traded Thursday during normal hours on the New York Stock Exchange, from 9:30 a.m. to 4:00 p.m. ET. It wasn’t just AI stocks bouncing. Some investors picked up shares in chipmakers with limited memory supply, dumping others with higher AI expenses or steeper input costs.
25 June 2026
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Micron Technology (NASDAQ: MU) gains ahead of earnings; Street eyes $20.57 EPS bar

Micron headed for $200 billion jump before the bell on AI memory deals

Micron Technology, Inc. traded 16.7% higher at $1,224.01 in premarket action Thursday. If the price sticks, about $198 billion gets added to its equity value based on Google Finance’s count of 1.13 billion shares. That’s nearly double the $100 billion in minimum-price remaining performance obligations linked to strategic customer agreements that were signed or finished after the last quarter.
25 June 2026
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Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide

Korea Slides 10%, Nasdaq Futures Down 2.7% as Chip Stocks Sink Worldwide

Semiconductor stocks around the world fell sharply Tuesday, with South Korea’s KOSPI down 9.99%. Chipmakers in Europe dropped too, and Nasdaq 100 futures shed 2.7% ahead of the Wall Street open. “Former generals … appear to have lost momentum,” said Chris Weston, head of research at Pepperstone.
23 June 2026
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SMH ETF flows point to AI chip trade moving away from Nvidia

SMH ETF flows point to AI chip trade moving away from Nvidia

The VanEck Semiconductor ETF saw nearly $7 billion pour in on Monday, the biggest sign yet of investors looking beyond just Nvidia and into a basket of chip suppliers. That flow is making its mark. Semiconductor stocks climbed on the day, while the big tech names dragged the Nasdaq lower.
22 June 2026
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SK Hynix Tops Samsung as Korea’s AI Memory Trade Revalues

SK Hynix Tops Samsung as Korea’s AI Memory Trade Revalues

SK Hynix is now South Korea’s most valuable listed company after passing Samsung Electronics on Monday—a first in 26 years and a sign of shifting power in the memory-chip sector with the rise in AI demand. SK Hynix shares jumped 5.6%, pushing its market value to 2,080.4 trillion won. Samsung slipped 0.14% to 2,066.7 trillion won, excluding preferred, at the close.
22 June 2026
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Intel (NASDAQ: INTC) Gets an Apple Premium, Math Shows Little Room Left

Intel (NASDAQ: INTC) Gets an Apple Premium, Math Shows Little Room Left

Intel Corporation is in focus Monday after jumping 10.64% to $133.99 last session. Early premarket quotes put the stock at $139.64, up 4.2% from that close. The gain comes after President Donald Trump said Apple would partner with Intel to design and make chips in the U.S. Reuters said Apple and Intel haven’t commented yet. For now, shares are trading up, with the deal details not out.
22 June 2026
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Intel Beats AMD for Week After Trump Comments on Apple Chips

Intel stock enters week at record high after Apple chip report, Micron test ahead

Intel Corp. heads into the new week at a record closing high, with investors trying to judge whether a White House-touted Apple chip partnership is the start of a real foundry turn or another sharp move in a stock already priced for better days. The shares finished Thursday at $133.99, up 10.64%, on volume of about 234 million shares. U.S. markets were closed Friday for Juneteenth and remain shut Sunday.
21 June 2026
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Apple Price Increases Turn Spotlight on Memory Chip Shortages After Goldman Trims Smartphone View

Apple Price Increases Turn Spotlight on Memory Chip Shortages After Goldman Trims Smartphone View

Goldman Sachs trimmed its global smartphone shipment estimates for 2026 and 2027 on Saturday after memory-chip costs jumped. The bank now expects volumes of 1.14 billion units in 2026 and 1.17 billion units in 2027, blaming tighter supply and high memory prices. The higher costs, Goldman said, are starting to show up in the prices of phones and laptops.
20 June 2026
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