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AMD's stock declines after CEO Lisa Su meets with high-level Chinese officials

Amazon and AMD Increase Holdings in Marvell, Highlighting Potential to Replace Nvidia in AI

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

MaxLinear Unveils Coronado and Laguna Series USB UART Chips to Empower AI Data Centers

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

SiTime Plans $1.1B Convertible Note Issuance to Acquire Part of Renesas Electronics

Citi raises Micron Technology target price from $425 to $840

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Intel states that PCs are evolving into an entry point for intelligent experiences

MACOM Reports Q2 2026 Earnings, Issues Q3 Guidance Driven by AI Demand

Intel CEO States 18A Process Yields Have Recovered Significantly, Drawing Increased External Customer Interest

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

AMD to Present at Bank of America Global Technology Conference

AMD Executive to Present at J.P. Morgan Technology Conference

Intel Urges PC Makers to Adopt 18A Chips Amid Old CPU Shortage

Beijing to Meet with AMD CEO Lisa Su to Discuss AI Chip Cooperation

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Meiwu Tech

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Should You Buy Micron Technology Stock Now or Wait for a Dip?

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Micron Technology's stock has dropped 17% from its 52-week high, currently trading at $681.54. Analysts suggest it may be undervalued with a low forward P/E ratio, driven by a memory shortage. However, opinions vary on whether to buy now or wait for a dip, as the stock's high demand could be cyclical. The Motley Fool's Stock Advisor has identified 10 better investment options than Micron.

- Micron Technology's stock is down 17% from its 52-week high, closing at $681.54, which may raise questions about its current investment appeal.  
- Analysts project significant growth for Micron due to ongoing memory shortages, resulting in a low forward price-to-earnings ratio of under eight, despite historical volatility in the tech sector.  
- Investors optimistic about AI demand may find this a compelling buying opportunity, while those skeptical of the high valuation may choose to avoid the stock altogether.

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Micron Tech

Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

iShares Semiconductor ETF

Direxion Semicon Bull 3X

Direxion Daily MU Bull 2X Shares

Roundhill Memory ETF

GraniteShares 2x Long MU Daily ETF

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Intel is urging PC makers to adopt its latest 18A CPUs due to increased demand for AI computing, as supply for older models remains constrained. The company highlights better availability for newer Panther Lake and Wildcat Lake chips. Intel is prioritizing supply for higher-margin applications, while Core Series 3 processors are deemed essential for its strategy. The stock price is currently at $112.28, up 3.80%.

- Intel is encouraging notebook and PC manufacturers to adopt its latest 18A production process due to high demand for AI computing.  
- The company reports better supply availability for newer Panther Lake and Wildcat Lake chips compared to older models, while prioritizing higher-margin server applications.  
- Intel describes its Core Series 3 processors built on 18A as crucial to its strategy but has not confirmed efforts to accelerate their adoption among customers.

Fidelity

GraniteShares 2x Long INTC Daily ETF

Market Chatter: Intel Urges PC Makers to Adopt Advanced CPUs Amid Supply Crunch

Mizuho analyst Vijay Rakesh raised price targets for Micron Technology (MU) and Texas Instruments (TXN), citing strong chip demand driven by rising AI needs and improving sector trends. Rakesh ranks highly among analysts, with a 71% success rate and an average return of 68.9% per rating over the past year.

- Mizuho analyst Vijay Rakesh increased price targets for Micron Technology and Texas Instruments due to stronger pricing and rising AI demand.  
- He noted improving trends across the semiconductor sector, reflecting positive market conditions.  
- Rakesh ranks 4th among over 12,237 analysts, boasting a 71% success rate and an average return of 68.9% per rating over the past year.

Tip Ranks

Texas Instruments

Mizuho Financial

Mizuho Financial Group, Inc.

Micron and Texas Instruments Get Price Target Boost as Top Mizuho Analyst Sees Strong Chip Demand

GraniteShares has filed for an 'Autocallable DRAM ETF' amid a surge in memory chip demand, following a strong rally led by Micron Technology. This move reflects Wall Street's shift towards complex financial products as the DRAM ETF gains popularity, having increased nearly 80% since its April launch. The demand for memory chips, crucial for AI infrastructure, has led to significant price hikes and earnings growth in the sector, despite warnings of potential market overheating.

- The AI memory-chip trade is progressing into a speculative phase with new ETF filings, including an Autocallable DRAM ETF by GraniteShares.  
- The DRAM ETF has surged almost 80% since April, driven by demand for high-bandwidth memory related to AI, while major memory stocks have experienced significant price increases.  
- However, warnings of overheating and bubble-like conditions in the semiconductor market are emerging, as the rapid shift to complex financial products reflects the strong investor interest in DRAM.

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Samsung Electronics Co., Ltd. Sponsored GDR

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GraniteShares Goes Down The AI Memory Lane, Eyes An Autocallable DRAM ETF

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In recent news, a new accelerator chip called VerTQ has been introduced, which incorporates Google's TurboQuant algorithm. This innovative chip has successfully reduced the KV cache memory usage of Large Language Models by an impressive factor of 4.3x. Remarkably, despite this reduction, it has been able to maintain or even improve the performance of the models it supports. Notably, VerTQ was autonomously developed by Conductor 2.0, Verkor's secondary project.

Unusual Whales

Alphabet

Alphabet - C

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Verkor Launches Industry's First TurboQuant LLM Inference Accelerator Silicon IP

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Citigroup has raised its price target for Sandisk (NASDAQ:SNDK) from $1,300 to $2,025, maintaining a 'buy' rating. This suggests a potential upside of 54.67% from the previous close. Other firms have also set varying price targets, with an average rating of 'Moderate Buy' and a target price of $1,157.14. Sandisk's stock recently traded down 1.8% to $1,309.21, following a strong earnings report showing a 251% revenue increase year-over-year.

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Citigroup Issues Positive Forecast for Sandisk (NASDAQ:SNDK) Stock Price

Analog Devices Inc. (ADI) is reportedly in advanced talks to acquire Empower Semiconductor, a startup specializing in integrated voltage regulators (IVRs), for $1.5 billion. Empower's IVRs are designed to enhance power delivery for AI processors by integrating multiple power supplies into a single chip, significantly reducing size and improving efficiency. This acquisition highlights the growing importance of power management solutions in AI computing, as ADI aims to strengthen its position in the power semiconductor market.

EE Times

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Infineon Technologies AG

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ADI to Acquire IVR Tech to Join Data Center’s Power Gold Rush

Micron and SanDisk stocks have fallen, but Melius Research analyst Ben Reitzes remains optimistic, raising Micron's price target to $1,100 and SanDisk's to $2,350, indicating potential upsides of 61% and 76%, respectively. He believes AI demand is stabilizing memory companies, with major cloud firms securing long-term supply deals. Micron's high-bandwidth memory is sold out through 2027, enhancing its pricing power. Both stocks hold Strong Buy ratings, though analysts predict slight downside for Micron and 10% upside for SanDisk.

- Memory chip stocks Micron (MU) and SanDisk (SNDK) are experiencing a decline amid a selloff in AI memory stocks, despite optimistic views from analyst Ben Reitzes.  
- Reitzes raised his price targets significantly for both companies, citing strong AI demand and long-term supply agreements as factors stabilizing future revenue.  
- He believes that Micron's high-bandwidth memory (HBM) supply issues and the growing need for flash storage in enterprise AI data centers will continue to drive demand for these memory stocks.

Marvell Tech

Micron and SanDisk Stocks Fall, but One Top Analyst Sees Massive Upside Ahead

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According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CSI All Share Integrated Circuit ETF

China Southern CSI Semiconductor Industry Custom ETF

Global X Robotics & Artificial

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Harvest SSE STAR Chip ETF

China Merchants CSI Semiconductor Industry ETF

iShares Future AI & Tech ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

Caspia Technologies has announced significant enhancements to its CODAx security verification product, introducing AI-driven features, Asset Assist and Report Assist, which streamline security analysis and improve usability for design teams. The updates aim to automate asset identification and violation triage, reducing verification time from weeks to minutes. Caspia will share insights through a podcast and webinar, and will exhibit at the 63rd DAC Chips to Systems Conference in July.

prnewswire

09:00 ETCaspia Technologies Significantly Expands Agentic Silicon Security Verification with New Release of CODAx

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South Korean retail investors are liquidating savings and fixed deposits to invest in SK Hynix and Samsung Electronics, spurred by AI chip demand. Savings bank deposits have fallen below ₩100 trillion for the first time in four years, while commercial bank time deposits decreased by ₩12 trillion since February. Investors over 50 hold 62% of margin loans, with those in their 60s seeing debt double in a year. SK Hynix and Samsung represent 42% of the KOSPI, with significant stock gains since November.

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