Semiconductor News & Analysis Feed
7411 articles
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
On Semiconductor (ON) Stock After 25% Weekly Drop Is The Valuation Now Attractive
Bailey Pemberton
June 27, 2026 6 min read
ON
+3.80%
Trade ON on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
If you are trying to work out whether ON Semiconduct
2026-06-28
www.letemsvetemapplem.eu
2026-06-28
Letem světem Applem
Spello ForceBoost Display GaN 65W Wall Charger SA65 Review – When you want to know exactly how you're charging
REVIEW Jiří Filip 28. 6. 2026
I admit that over the past few years I have used dozens of different chargers. Some were extremely powerful, others compact, but few managed to combine both. That is exactly what the Spello ForceBoost Display GaN 65W Wall Charger SA65 tries to do. At first
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Published on June 27, 2026 at 12:15 pm by MAHAM FATIMA in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership to expand adv
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Maham Fatima
June 27, 2026 2 min read
2330.TW
+0.61%
AMKR
+0.33%
TSM
+4.06%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Multiverse Computing Launches Pulsar 16B Reasoning Model Powered by NVIDIA (NVDA) Architecture
Maham Fatima
June 27, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best future stocks to buy and hold for 10 years. On June 22, Multiverse Computing launched Pulsar 16B, an open reasoning model developed in collaboration with NVID
2026-06-27
www.sphericalinsights.com
2026-06-27
Spherical Insights
According to market research firm Spherical Insights & Consulting, which has been actively tracking the semiconductor manufacturing equipment, compound semiconductor materials, LED production technologies, epitaxial wafer fabrication, gallium nitride (GaN) devices, advanced deposition systems, and optoelectronic manufacturing sectors for the last 10 years, the growing adoption of energy-efficient
2026-06-27
www.insidermonkey.com
2026-06-27
Insider Monkey
HEDGE FUNDS
-
NEWS
10 Best Semiconductor Stocks to Buy According to Billionaires
Published on June 27, 2026 at 9:21 am by FATIMA GULZAR in Hedge Funds, News
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Page 1 of 4
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In this article, we will discuss: 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC’s Squawk on the Street that limited memor
2026-06-27
www.msn.com
2026-06-27
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The chip industry is splitting between traditional giants and niche disruptors. Choosing between Intel (
INTC
5.61%
) and Navitas Semiconductor (
NVTS
12.52%
) depends on whether you prefer turnaround potential or specialty growth.
Intel is a legacy titan reinventing itself as a foundry, while Navitas focuses on next-generation power materials like gallium nitride. Investors compare them to decid
2026-06-27
pluang.com
2026-06-27
Pluang
Intel faces risk of valuation drop as AI infrastructure may outpace demand, especially in its foundry segment.
Intel's stock has risen 40%, but risks remain as AI infrastructure efficiency could surpass monetized demand, potentially compressing semiconductor valuations. The company's foundry segment is particularly vulnerable, with minimal external revenue an...
Analyst Insights
Bearish
·
7 hour
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Reed Semiconductor announced that it has completed an upsized and oversubscribed $100 million funding round. The round included participation from several leading global semiconductor companies.
Reed Semiconductor is a provider of turnkey power solutions for AI infrastructure. The funding marks a major milestone in the company’s growth and market expansion, reflecting investor confidence in its t
2026-06-27
pandaily.com
2026-06-27
Pandaily
categories.technology
MediaTek Emerges as Major Challenger in Optical Interconnect Chip Market
Published:
June 27, 2026
Reading Time:
2 min read
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MediaTek enters the optical interconnect chip market with CPO technology and Micro LED optical solutions, challenging Broadcom and Marvell's duopoly in the AI data center optical chip sector.
MediaT
2026-06-27
news.futunn.com
2026-06-27
富途牛牛
__fail__
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha And Omega Semiconductor (AOSL) Fully Valued On Its AI Infrastructure Push?
June 27, 2026
Simply Wall St
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Investor enthusiasm around Alpha and Omega Semiconductor (AOSL) has been fueled by the company’s stated focus on advanced computing systems and artificial intelligence infrastructure, along with CEO comments pointing to growing
2026-06-27
happyvietnam.vnanet.vn
2026-06-27
Thông tấn xã Việt Nam (TTXVN)
Science, technology drive Vietnam’s rising global profile: expert
Assoc. Prof. Le Duc Anh from Tokyo University held that for fast and sustainable development, Vietnam should prioritise science – technology and innovation as the main driver of productivity, focusing on sectors with high spillover effects such as semiconductors, AI, data, new energy and materials, biomedical technology, automation
2026-06-27
www.chosun.com
2026-06-27
조선일보
By Yoo Jane
Published 2026.06.27. 10:23
Updated 2026.06.29. 09:21
On the 26th in the afternoon, the closing price and SK Hynix stock price are displayed in the dealing room of Hana Bank's main branch in Jung-gu, Seoul. /News1
The KOSPI has emerged as a key variable in global stock markets, including the U.S. and Japan. Amid an AI investment boom, Samsung Electronics and SK Hynix have solidified
2026-06-27
www.socialnews.xyz
2026-06-27
Social News XYZ
Home » Videos » Apple, Microsoft blame chip shortage for price hikes on electronic products (Video)
Apple, Microsoft blame chip shortage for price hikes on electronic products (Video)
POSTED BY: SOCIAL NEWS XYZ JUNE 26, 2026
Apple and Microsoft announced they're hiking prices for some electronic products, including computers and XBOX consoles, citing a shortage of memory chips. CNET editor-at-l
2026-06-27
digitimes.com
2026-06-27
Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean equipment maker looks to broaden its advanced packaging business beyond TC bonders for high-bandwidth memory and supply global foundry and OSAT customers, ETNewsand Yonhapreported.
2026-06-27
digitimes.com
2026-06-27
MediaTek hosted MARC Workshop 2026 on June 24 through the MediaTek Advanced Research Center (MARC), recognizing the year's university-industry collaboration outcomes while outlining forward-looking R&D priorities in AI, satellite communications and next-generation connectivity.