Semiconductor News & Analysis Feed
10039 articles
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
Written by Sam Quirke | Reviewed by Shannon Harms
June 21, 2026
KEY POINTS
Applied Materials has hit its highest valuation on record, as measured by its price-to-sales ratio, surpassing the peak it reached during the dot-com bubble.
The stock is up more than 130% year to date and over 50% in the past month alone, driven by surgi
2026-06-21
cryptobriefing.com
2026-06-21
Crypto Briefing
Micron Technology receives 57 buy ratings as analysts push targets near $1,500
Wall Street's overwhelming bullish consensus on Micron reflects the AI memory boom that has quadrupled the stock in 2026
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
FUNDING & BUSINESS
lg
nvidia
ai robotics
partnership
LG Executives Visit Nvidia to Deepen AI and Robotics Ties
4 sources
|
June 21, 2026
6.5
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
QUICK SUMMARY
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The Korea Times reports that senior executives from LG Group affiliates are scheduled to visit Nvidia headquarters in California on Monday (local time) to negotiate pract
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
__fail__
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Don't Ignore The Insider Selling In Applied Materials
June 21, 2026
Simply Wall St
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We wouldn't blame Applied Materials, Inc. (NASDAQ:AMAT) shareholders if they were a little worried about the fact that Gary Dickerson, the President recently netted about US$49m selling shares at an average price of US$593. However, it's crucial to note tha
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
GMKtec's dramatically redesigned EVO-X3 'Strix Halo' Mini PC gets Lisa Su’s signature of approval.
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
tomshardware.com
2026-06-21
Luke James
The Bank of Korea has named performance bonuses at Samsung Electronics and SK hynix as a risk to the country's inflationary stability.
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
Tech Industry
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target
News
By Luke James published 2 days ago
Memory boom payouts worth up to $455,000 per worker are now a variable in the central bank's price outlook.
(Image credit: Samsung)
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2026-06-21
news.google.com
2026-06-21
Investor's Business Daily
2026-06-21
www.insidermonkey.com
2026-06-21
Insider Monkey
NEWS
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)
Published on June 21, 2026 at 7:41 am by FATIMA GULZAR in News
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ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds.
On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintaine
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Shares of Micron Technology (
MU
+6.34%
) have rocketed past $1,000, propelling the company into the elite trillion-dollar club. That meteoric rise reflects the seismic shift that artificial intelligence (AI) is imposing on the semiconductor landscape, where memory chips have shifted from boring commodity to mission-critical infrastructure.
While Micron's rally is still in full swing, smart inves
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness
21.06.2026 - 13:34:40 | boerse-global.de
Infineon shares rocket 114% as patent victory protects GaN chip dominance, targeting €12B AI revenue, but near-term revenue dips 9%.
Infineon’s - Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 -
2026-06-21
startupfortune.com
2026-06-21
Startup Fortune
Nvidia's stock boom is doing more than rewarding employees. It's giving former insiders the money, credibility and contacts to build AI startups before the rest of the market even gets a meeting.
The PayPal Mafia was built after an exit. The Nvidia version is being built while the mothership is still climbing. That difference matters. Former employees aren't waiting for an IPO window or a buyer t
2026-06-21
tomshardware.com
2026-06-21
Jowi Morales
Dr. James Ries says that his Razer Naga V2 MMO gaming mouse helps him treat patients by keeping relevant medical responses at his fingertips.
2026-06-21
news.az
2026-06-21
Latest news from Azerbaijan
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2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-21
www.cnx-software.com
2026-06-21
CNX Software
POSTED ON
JUNE 21, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - 1 COMMENT
ON SPACEMIT K3 PICO-ITX RISC-V CHASSIS KIT REVIEW – PART 2: WHAT WORKS, WHAT DOESN’T IN BIANBU OS 4.0
SpacemiT K3 Pico-ITX RISC-V Chassis Kit Review – Part 2: What works, what doesn’t in Bianbu OS 4.0
Last month, I received the SpacemiT K3 Pico-ITX Chassis Kit based on the company’s K3 16-core RISC-V SoC, and started the review wit
2026-06-21
www.fxempire.com
2026-06-21
FXEmpire
U.S. equities moved higher last week despite a more hawkish message from the Federal Reserve. The Dow Jones Industrial Average closed at 51,564.71, gaining 0.71% for the week. The S&P 500 ended at 7,500.58, up 0.93%, while the Nasdaq Composite advanced 2.43% to close at 26,517.93.
The primary focus this week will be inflation data, particularly the May Personal Consumption Expenditures (PCE) repo