Semiconductor News & Analysis Feed
7491 articles
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
AAPL
+2.70%
INTC
+6.01%
AMD
+7.68%
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Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-27
tradersunion.com
2026-06-27
Traders Union
Nvidia (NVDA) stock is trading at $194.43 after a modest decline on the session. The price currently sits below its key moving averages and shows limited momentum within the day's range.
At Nvidia’s June 25, 2026 shareholder meeting, CEO Jensen Huang emphasized that the company would prioritize U.S. national security over commercial opportunities should any conflict arise from ongoing export rest
2026-06-26
futurumgroup.com
2026-06-26
The Futurum Group
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
www.cnbc.com
2026-06-26
CNBC
ON Semiconductor
CEO Hassane El-Khoury defended the company’s core business, and shares notched their worst day since March 2020, after the sensing solutions company announced its largest acquisition ever.
The maker of components for the automotive industry on Thursday announced plans to buy edge AI and wireless connectivity solutions company Synaptics
in an all-stock deal to capitalize on phys
2026-06-26
www.gurufocus.com
2026-06-26
GuruFocus
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2026-06-26
news.google.com
2026-06-26
Yahoo Finance
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report?
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report? · Zacks
Zacks Equity Research
Fri, 26 June 2026 at 8:30 am GMT-7 4 min read
SNPS
-0.27%
^GSPC
+0.79%
It has been about a month since the last earnings report for Synopsys (SNPS). Shares have lost about 5.3% in that time frame, underperforming the S&P 500.
Will the recent nega
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
tomshardware.com
2026-06-26
Jowi Morales
The U.S. government wants to ensure that its latest, most advanced AI tools can't be used against it.
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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2026-06-26
eetimes.com
2026-06-26
Onsemi’s $7B Synaptics grab bets edge AI will leave data centers and invade machines.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
In this video, I will cover Micron's (
MU
5.68%
) latest earnings report and explain what the results mean for the stock and how I am managing my own position. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of June. 25, 2026. The video was published on June. 25, 2026.
2026-06-26
news.google.com
2026-06-26
EE Times
2026-06-26
www.thecentersquare.com
2026-06-26
The Center Square
More semiconductor, nuclear energy expansion in central Texas
By Bethany Blankley | The Center Square contributor Jun 26, 2026
Facebook
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Steam rises from cooling towers at a nuclear power plant. Photo: Kyle Miller / Pexels
(The Center Squar) – More semiconductor and nuclear energy research efforts are expanding in central Texas with the support of taxpayer dollars.
The latest Tex
2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Onsemi shares slide on $7B Synaptics deal
Proactive
June 26, 2026 1 min read
ON
-3.60%
SYNA
-5.65%
Onsemi shares slide on $7B Synaptics deal Proactive uses images sourced from Shutterstock
Onsemi (NASDAQ:ON) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acquire Synaptics (NASDAQ: SYNA) in an all-stock transaction valued at approximately $7 billion.
S
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
2026-06-26
aimagazine.com
2026-06-26
AI Magazine
Memory chips have historically been treated as basic commodities, allowing electronics companies to easily switch suppliers.
This forces prices down, trapping the industry in an extreme boom-bust cycle that previous long-term contracts failed to fix.
Even with the current AI boom, these new agreements only hold if demand remains real, as any slowdown or market doubt will likely send buyers rus
2026-06-26
www.cnbc.com
2026-06-26
CNBC
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2026-06-26
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2026-06-26
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