Semiconductor News & Analysis Feed
9675 articles
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
AMD confirms plans to incorporate low-power CPU cores into next-generation heterogeneous CPUs to lower power consumption and improve energy efficiency.
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-07-01
www.investing.com
2026-07-01
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-07-01
www.eqs-news.com
2026-07-01
EQS News
Why we use cookies
With your agreement, we and our 2 partners use cookies or similar technologies to store, access, and process personal data like your visit on this website, IP addresses and cookie identifiers. Some partners do not ask for your consent to process your data and rely on their legitimate business interest. You can withdraw your consent or object to data processing based on legitima
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
__fail__
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings esti
2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
30 June 2026 2 min read
MU
-4.71%
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.
The upward trend
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Qualcomm's (
QCOM
1.88%
) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence of Qualcomm's late entry into the artificial intelligence (AI) chip race.
But Qualcomm just shared some news that changes the entire investment thesis for the company, turning it into one of
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
PLTR Stock Watch: What to Know as Palantir Teams Up With Nvidia
Wajeeh Khan
June 30, 2026 3 min read
PLTR
+1.38%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Palantir (PLTR) stock rallied on June 29 after the company announced a strategic partnership with Nvidia (NVDA) to deploy open AI models within classified and air-gapped U.S. government systems.
The collaboration integrates Nvi
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
-1.88%
NVDA
+0.71%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o
2026-06-30
www.datacenterdynamics.com
2026-06-30
Data Center Dynamics
US chipmaker Onsemi has acquired Synaptics in an all-stock transaction valued at around $7 billion.
The deal is expected to close by mid-2027, subject to approval from Synaptics stockholders.
– Onsemi
In a statement, Onsemi said that adding Synaptics’ differentiated Edge AI compute franchise will allow it to extend its capabilities beyond power and sensing to intelligent systems, “delivering gr
2026-06-30
news.google.com
2026-06-30
Stock Titan
2026-06-30
www.barrons.com
2026-06-30
Barron's
__fail__
2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
ASML Holding N.V. (ASML) is up 4.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to another wave of AI-driven enthusiasm across semiconductor shares, which has been lifting equipment makers alongside memory and chip designers. ASML also continues to benefit from investor confidence that demand for advanced lithography tools wil
2026-06-30
www.watertechonline.com
2026-06-30
Water Tech Online
Kurita Industries has established a joint venture with Membrane Group India Private Limited to provide water and wastewater treatment solutions for India's growing electronics and semiconductor industry.
The new company, Kurita Membrane India Private Limited, will design, manufacture, install, and maintain water treatment systems, including ultrapure water production, wastewater recycling, resour
2026-06-30
www.aol.com
2026-06-30
AOL.com
ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
ALEX SIROIS
Jun 30, 2026
0
Kevin Frayer / Getty Images News via Getty Images
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson sold 110,000 Applied Materials shares in mid-June while fr
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
Alex Sirois
June 30, 2026 3 min read
ASML.AS
-7.28%
AMAT
-7.54%
NVDA
+0.71%
ASML
-4.54%
Explore stocks on Coinbase
Trading disclosure
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson s
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-06-30
www.z2data.com
2026-06-30
Z2Data
Unified risk visibility across parts, suppliers, compliance, and minerals: one integration, one workflow.
Autonomous agents surface risks before they become disruptions.
How AI demand is reshaping memory parts, availability, and pricing
DRAM prices jumped 172% year-over-year by Q3 2025 as AI data centers drove insatiable demand for high-bandwidth memory. Z2 examines the forces behind the squeez