Semiconductor News & Analysis Feed
10684 articles
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
ASML (ENXTAM:ASML) Stock Is Getting A New Label In The AI Chip Race
Bailey Pemberton
28 June 2026 4 min read
ASML.AS
-0.37%
ASML
+3.15%
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ASML Holding is being widely described as the "New OPEC" of chips, reflecting its central role in supplying critical lithography tools for advanced
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Micron smashed expectations, and it couldn't have gone much better for investors who are bullish on memory stocks.
Multiple memory companies are shifting to multiyear contracts with tech giants to secure meaningful revenue visibility.
As companies continue to deliver superb results, it will increase the price of memory chips and reduce the likelihood of a future supply glut.
10 stoc
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
The AI Memory Supercycle Could Last Longer Than Investors Expect. That's Great News for Micron and Sandisk.
Marc Guberti, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
SNDK
-0.03%
NVDA
+0.37%
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Trading disclosure
The latest earnings for Micron (NASDAQ: MU) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 re
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
The Terk Box v1.1 looks like the closest DIY alternative to Valve's Steam Machine yet. 3D print source files are available.
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
The latest earnings for Micron (
MU
+1.18%
) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 results showed that the biggest bulls underestimated the growth of the memory industry and that the supercycle is still in its early stages.
Even though Micron, Sandisk (
SNDK
+0.10%
), and other memory companies have mostly gone parabolic over
2026-06-28
ktar.com
2026-06-28
KTAR News 92.3 FM
ARIZONA NEWS
Onsemi to acquire Synaptics in $7B all-stock deal to expand AI chip portfolio
Jun 28, 2026, 5:01 AM | Updated: 3:48 pm
0 seconds of 0 secondsVolume 0%
BY GARY J. BOULANGER/SILICON VALLEY BUSINESS JOURNAL
Scottsdale-based ON Semiconductor Corp., which operates as Onsemi, has agreed to acquire San Jose-based Synaptics Inc. in an all-stock deal with an enterprise value of $7 bi
2026-06-28
tomshardware.com
2026-06-28
Etiido Uko
Loongson has announced the 3C3000, a 16-core LoongArch server CPU with DDR4 ECC, 32 PCIe lanes, 40W typical power, and performance claimed to match the earlier 3C5000.
2026-06-28
news.google.com
2026-06-28
Yahoo Finance
2026-06-28
tomshardware.com
2026-06-28
Bruno Ferreira
Claude and other AI agents fooled into running malware with just a minimal GitHub repository — ask the bot to initialize the project and you get hacked
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Western Digital (WDC) Stock Rallies As Micron’s $100 Billion AI Deals Lift Storage Demand
Bailey Pemberton
June 28, 2026 3 min read
WDC
+7.14%
MU
+0.94%
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Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Micron reported strong AI memory results and secured multi year AI memory contracts worth a
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $285.43
Target Price (Mid): ~$520
Street Target: ~$295
Potential Total Return: ~80%
Annualized IRR: ~14% / year
Earnings Reaction: 19.43% (April 22, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments (TXN) just got punished for something it
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Janney Montgomery Scott LLC Has $143.27 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC increased its stake in Taiwan Semiconductor Manufacturing by 10.7% in the first quarter, ending with 423,935 shares valued at about $143.27 million.
Analysts remain broadly bulli
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Software/NasdaqGS:PLTR
NVIDIA Stock Leads 3 AI Profit Makers Investors Should Watch
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI is no longer just a cost line for big tech budgets; it is becoming a profit engine. With global data pointing to solid industrial activity in areas like manufacturing and AI-related investment, investors are increasingly looking for companie
2026-06-28
news.futunn.com
2026-06-28
富途牛牛
__fail__
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Currently, there are only three companies that are worth $3 trillion or more. All of those are actually above $4 trillion in market cap. While Microsoft is technically below a $3 trillion market cap right now, it's usually valued above that threshold when the market isn't in a negative mood like it is right now.
What's more intriguing is examining if Amazon (
AMZN
+0.61%
), Taiwan Semiconductor (
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Gunderson Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 4.4% in the first quarter, making TSM its largest holding at about 5% of the portfolio, worth roughly $12.0 million.
Seve
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Goodman Advisory Group LLC cut its Taiwan Semiconductor Manufacturing stake by 12.9% in the first quarter, selling 4,433 shares and leaving it with 29,979 shares valued at about $10.13 million.
Analysts remai
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger.
Keith Speights, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Micron Technology's (NASDAQ: MU) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly upda
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp