Semiconductor News & Analysis Feed
7408 articles
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has delivered one of the most extraordinary first halves in semiconductor history, with shares up 301.46% year to date through June 29, 2026. After a run like that, the question is whether anything is left in the tank.
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My 24/7 Wall St. price target for Micron is $1,013.82, implying -11.48% downside from $1,145.28. Combined with extr
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
Alex Sirois
June 30, 2026 3 min read
SNDK
-7.26%
MU
-4.71%
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Trading disclosure
Quick Read
Micron crushed Q3 estimates by 18%, generated $18 billion in free cash flow, yet trades at only 9x forward earnings.
SanDisk's 26-bagger rally masks a $1.64 billion net loss, a 10% sequential consumer sa
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has Reddit calling it “the next play”.
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The SanDisk Trade Has Nothing Left to Give
SanDisk went from $47.25 to $2,335 in twelve months. That is a 26-bagger in a commodity NAND business that just printed
2026-07-01
mashable.com
2026-07-01
Mashable
Home > Tech
Nvidia resurrects older graphics cards as RAM demands impact tech prices
The RTX 3060 is back.
By
Alex Perry
on
June 30, 2026
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Well that's nice, I suppose. Credit: VCG/VCG via Getty Images
Nvidia has reintroduced some old hardware to the market, but not at an especially agreeable price.
Tom's Hardware reported that Nvidia has q
2026-07-01
quantumzeitgeist.com
2026-07-01
Quantum Zeitgeist
__fail__
2026-07-01
developer.nvidia.com
2026-07-01
NVIDIA Developer
NVIDIA Omniverse NuRec is a neural reconstruction pipeline for building high-fidelity 3D representations of real-world environments from multisensor data such as cameras and lidar. It is used to reconstruct dynamic scenes captured by autonomous vehicle (AV) and robotics platforms into simulation-ready digital environments that can be rendered, replayed, and analyzed inside NVIDIA Omniverse and rel
2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
www.institutmontaigne.org
2026-06-30
Institut Montaigne
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RENCONTRE
CHIPDIPLO Brussels Conference: "Semiconductors Under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0"
9 JULY 2026
Thon Hotel EU, Wetstraat/Rue de la loi 75 , 1040, Brussels, Belgium
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Tech & Innovation
Semiconductors have become one of the central arenas of geopolitical competition. Growing tensions between the United States (US) and China are in
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML vs. LRCX: Which Semiconductor Chipmaker Stock Has More Upside?
Tanuka De
June 30, 2026 5 min read
ASML.AS
-7.28%
LRCX
-6.87%
ASML
-4.26%
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Trading disclosure
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in e
2026-06-30
www.manufacturingdive.com
2026-06-30
Manufacturing Dive
Onsemi agrees to buy Synaptics for about $7B
Onsemi said it believes the all-stock transaction will enhance its global position in physical artificial intelligence.
Published June 30, 2026
Jeff Kinney
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Chipmaker onsemi announced it has agreed to acquire Synaptics as part of an all-stock transaction
2026-06-30
ca.investing.com
2026-06-30
Investing.com Canada
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2026-06-30
news.google.com
2026-06-30
Stock Traders Daily
2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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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.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the receipts make it hard to stop. Every paycheck, every dip, every quarter that prints another set of numbers most companies will never see, I add. This is the position I size up when I should be diversifying away from it, and I want to explain why with the data.
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The core of my thesis is simple. Nvidia sells the picks a
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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