Semiconductor News & Analysis Feed
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2026-06-19
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TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
4 min read
TER
+1.71%
AMAT
+1.44%
Teradyne TER and Applied Materials AMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturi
2026-06-19
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2026-06-19
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Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
2 min read
ALGM
+3.03%
LRCX
+1.89%
AMAT
+1.82%
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and m
2026-06-19
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2026-06-19
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Power Integrations, Lattice Semiconductor, and onsemi Stocks Trade Up, What You Need To Know
Power Integrations, Lattice Semiconductor, and onsemi Stocks Trade Up, What You Need To Know
2 min read
POWI
+4.01%
LSCC
+0.75%
ON
+8.34%
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips
2026-06-19
www.tradingkey.com
2026-06-19
TradingKey
Qualcomm Inc (QCOM) moved up by 3.49%. The Technology Equipment sector is up by 3.68%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 7.80%; NVIDIA Corp (NVDA) up 2.13%; Intel Corp (INTC) up 9.85%.
Qualcomm has experienced notable upward momentum as investor sentiment turns highly optimistic ahead of its strategic Investor Day schedu
2026-06-18
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2026-06-18
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Reuters
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Architect Labs Raises $24 Mln To Democratize Custom Chip Design
Architect Labs Raises $24 Mln To Democratize Custom Chip Design
RefinitivLess than 1 min read
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2026-06-18
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2026-06-18
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Texas Instruments Inc (TXN) moved up by 5.14%. The Technology Equipment sector is up by 4.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 8.22%; NVIDIA Corp (NVDA) up 2.40%; Intel Corp (INTC) up 8.22%.
Texas Instruments has experienced a strong upward move accompanied by notable intraday volatility, largely driven by the ongoing ar
2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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Can onsemi's Treo Platform Unlock New Automotive Opportunities?
Can onsemi's Treo Platform Unlock New Automotive Opportunities?
3 min read
ON
+7.18%
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Micron Technology shares rose nearly 5% to approach historical highs on June 18, Eastern Time, driven by sustained demand for AI-linked HBM and high-end DRAM. Following a 253% year-to-date rally, the firm has joined the trillion-dollar market cap club. Major investment banks maintain bullish ratings, with UBS setting a $1,625 target. Investors are now focused on the June 24, Eastern Time, earnings
2026-06-18
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2026-06-18
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TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?
TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?
5 min read
TXN
+2.36%
LRCX
+2.07%
Texas Instruments Incorporated TXN and Lam Research Corporation LRCX are both important players in the semiconductor industry, but they operate in different parts of the supply chain. Texas Instruments focuses on
2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
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Apple has officially partnered with Intel for US-based chip design and manufacturing, a move endorsed by President Trump to bolster domestic supply chains. For Apple, this reduces reliance on TSMC amid global capacity constraints, enhancing supply chain security. For Intel, securing Apple as a client marks a pivotal milestone in its transformation and validates its 18A process. This development fo
2026-06-18
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
4 min read
IFX
−0.05%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-18
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2026-06-18
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