Semiconductor News & Analysis Feed
933 articles
2026-06-24
www.marketscreener.com
2026-06-24
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2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
NVIDIA Corp (NVDA) moved down by 3.16%. The Technology Equipment sector is down by 4.75%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 10.34%; SanDisk Corporation (SNDK) down 12.19%; NVIDIA Corp (NVDA) down 3.16%.
Nvidia experienced a notable downward correction and heightened intraday volatility during the session, driven by a com
2026-06-23
www.tradingview.com
2026-06-23
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Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
5 min read
SNPS
−0.66%
APLD
+0.15%
Synopsys SNPS and Applied Digital APLD are two of the biggest beneficiaries of surging AI capital expenditure by global investors in the semiconductor industry. All the layers of the semiconductor industry, includ
2026-06-23
www.tradingview.com
2026-06-23
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Are Navitas Investors Missing the Grid Behind the AI Hype?
Are Navitas Investors Missing the Grid Behind the AI Hype?
4 min read
NVTS
−9.70%
Most investors know Navitas Semiconductor NVTS for its artificial intelligence (AI) story. The company has attracted much attention through its partnership with NVIDIA NVDA, its 800V data center power architecture, and its gallium nitride (GaN
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor
2026-06-23
www.manilatimes.net
2026-06-23
The Manila Times
Production-ready 3DI technology supports more compact FEMs for advanced 5G devices
MALTA, N.Y., June 23, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the production readiness of its SLATE™ wafer-to-wafer bonding technology on its industry-leading 9SW radio-frequency silicon-on-insulator (RF-SOI) platform, delivering advanced 3D integration (3DI) for compact, high-pe
2026-06-23
gf.com
2026-06-23
GlobalFoundries
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2026-06-23
www.tradingpedia.com
2026-06-23
TradingPedia
Piper Bullish on Synopsys as Intel Foundry Improves Now
Written by Michael Fisher, | Updated: June 23, 2026
Key Moments
Piper Sandler upgraded Synopsys to Overweight from Neutral and lifted its price target to $550 from $450, citing a stronger outlook for the IP business.
The firm highlighted improved sentiment around Intel’s 18A-P and future 14A nodes, along with potential Apple and Google projec
2026-06-23
www.tradingview.com
2026-06-23
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Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic
Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic
Less than 1 min read
MU
−13.18%
KOSPI
+3.26%
Micron stock
MU
plunged sharply in premarket trading Tuesday as a broad selloff in South Korea's semiconductor giants spilled over into global memory-chip names.
Micron
MU
dropped about 7% ahead of th
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
ASML exhibits strong growth potential, driven by strategic partnerships with Tesla and SpaceX’s Terafab project, which may require over 100 EUV lithography machines. With FY2026 revenue projected between €36 billion and €40 billion, ASML is positioned for double-digit year-over-year growth. Supported by robust demand from legacy semiconductor giants and an improving 53% gross margin, the company c
2026-06-23
www.tradingview.com
2026-06-23
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GuruFocus
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Needham Drops Massive Micron Price Target Hike Ahead of Crucial Earnings
Needham Drops Massive Micron Price Target Hike Ahead of Crucial Earnings
Less than 1 min read
MU
−13.18%
Micron Technology
MU
got bullish views after Needham lifted its price target on the memory chip maker ahead of quarterly results due June 24. Micron Technology has become a key name in the AI memory t
2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.tradingview.com
2026-06-23
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Stock Story
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Micron (MU) Q2 Earnings: What To Expect
Micron (MU) Q2 Earnings: What To Expect
1 min read
MU
−13.18%
Memory chips maker Micron
MU
will be reporting results this Wednesday after market hours. Here’s what to expect.
Micron beat analysts’ revenue expectations last quarter, reporting revenues of $23.86 billion, up 196% year on year. It was a stunning quarter for the company,
2026-06-23
www.tradingview.com
2026-06-23
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Key facts: SK hynix HBM shortage; MSCI ruling may affect GDR; Large Hyperliquid shorts
Key facts: SK hynix HBM shortage; MSCI ruling may affect GDR; Large Hyperliquid shorts
Less than 1 min read
000660
+1.60%
SK hynix: strong AI data-center demand fuels HBM supply tightness; wafer capacity focused on HBM. Shortages in HBM3E and HBM4; general DRAM supply tighter and unit prices
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
www.tradingview.com
2026-06-23
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Stock Story
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Semtech and onsemi Shares Are Soaring, What You Need To Know
Semtech and onsemi Shares Are Soaring, What You Need To Know
3 min read
SMTC
−6.55%
ON
−11.01%
NVDA
−4.13%
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 Ve
2026-06-23
www.tradingview.com
2026-06-23
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Zacks
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Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach?
Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach?
3 min read
MU
−13.18%
Micron Technology MU) has been one of the elite performers in the semiconductor space over the past year, fueled by surging demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM) products.
With the m
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Zacks
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AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
4 min read
NVTS
−9.70%
AAOI
−13.89%
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artificial intelli
2026-06-22
www.tradingview.com
2026-06-22
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Zacks
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ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
5 min read
KLAC
−9.35%
ONTO
−10.63%
The semiconductor industry is entering a major investment cycle, fueled by AI, advanced packaging, HBM and next-generation chip manufacturing. Among them, Onto Innovation, Inc. ONTO and KLA Corporation KLAC s
2026-06-22
www.tradingview.com
2026-06-22
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Google Backs $3.2B AI Chip Push Against Nvidia
Google Backs $3.2B AI Chip Push Against Nvidia
Less than 1 min read
GOOG
−0.56%
NVDA
−3.06%
AMZN
+0.62%
MSFT
+1.91%
Google
GOOG
is moving deeper into custom AI chips as it tries to win a larger share of the AI data center market. The company is using a strategy that could look increasingly similar to Nvidia
NVDA
, connecting its