Semiconductor News & Analysis Feed
2437 articles
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Micron Technology shares rose nearly 5% to approach historical highs on June 18, Eastern Time, driven by sustained demand for AI-linked HBM and high-end DRAM. Following a 253% year-to-date rally, the firm has joined the trillion-dollar market cap club. Major investment banks maintain bullish ratings, with UBS setting a $1,625 target. Investors are now focused on the June 24, Eastern Time, earnings
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Curious about Micron (MU) Q3 Performance? Explore Wall Street Estimates for Key Metrics
Curious about Micron (MU) Q3 Performance? Explore Wall Street Estimates for Key Metrics · Zacks
Zacks Equity Research
Thu, June 18, 2026 at 6:15 AM PDT 2 min read
MU
+5.31%
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Trading disclosure
In its upcoming report, Micron (MU) is predicted by Wall Street analysts to post quarterly earning
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
SpaceX (
SPCX
3.44%
) held its initial public offering (IPO) on June 12, closing the session with a market capitalization of $2.11 trillion. With Broadcom falling since reporting earnings in early June, SpaceX is now the seventh-most-valuable company in the world, behind Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor Manufacturing.
However, long-term investors care more abou
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
tomshardware.com
2026-06-18
Mark Tyson
An enterprising young man aims to catch up with the collective wealth of Elon Musk, and his first money spinner is a portable NFT minting gadget.
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Apple has officially partnered with Intel for US-based chip design and manufacturing, a move endorsed by President Trump to bolster domestic supply chains. For Apple, this reduces reliance on TSMC amid global capacity constraints, enhancing supply chain security. For Intel, securing Apple as a client marks a pivotal milestone in its transformation and validates its 18A process. This development fo
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
To date, Nvidia (
NVDA
+3.08%
) and Micron Technology (
MU
+8.80%
) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added 1,320% and 1,940%, respectively, since January 2023. But most Wall Street analysts think one of the two is overvalued.
Among 69 analysts, Nvidia has a median target price of $300 per share. That implies 44% upside from
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
The iShares Semiconductor ETF (
SOXX
+6.62%
) is an exchange-traded fund (ETF) that exclusively invests in American companies that design and manufacture chips and components, but it's particularly focused on those involved in the artificial intelligence (AI) segment of the market.
As a result, the fund has large positions in stocks like Micron Technology, Advanced Micro Devices, and Nvidia, whic
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Applied Materials (AMAT) Launches SENZ With Qualcomm And EssilorLuxottica For AI Eyewear
Bailey Pemberton
Thu, June 18, 2026 at 1:18 AM PDT 4 min read
AMAT
+4.08%
QCOM
+6.17%
EL.PA
-2.28%
GFS
+6.44%
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Applied Mat
2026-06-18
sg.finance.yahoo.com
2026-06-18
Yahoo Finance Singapore
Qualcomm (QCOM) Is Reportedly Eyeing Tenstorrent In A $10 Billion AI Chip Deal
Bailey Pemberton
Wed, 17 June 2026 at 10:09 pm GMT-7 4 min read
QCOM
+6.17%
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Qualcomm, ticker NasdaqGS:QCOM, is reportedly in advanced talks to acquire AI chip startup Tenstorrent.
The potential deal
2026-06-18
www.thelec.net
2026-06-18
thelec.net
__fail__
2026-06-18
kalkine.com.au
2026-06-18
Kalkine
Highlights
dorsaVi shares rose 2.50% to AUD 0.041 on 18 June 2026, following the release of latest operational update.
The company finalised the design package for its first integrated RRAM-CMOS validation chip.
The chip was developed with NTU Singapore and ITRI Taiwan.
The program now moves toward tape-out and staged silicon implementation.
Key features include write-and-verify circuitry, Comput
2026-06-18
www.insidermonkey.com
2026-06-18
Insider Monkey
NEWS
Citi Lifts Texas Instruments (TXN) Price Target by $65. Here is Why
Published on June 17, 2026 at 9:13 pm by SULTAN KHALID in News
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With a net profit margin of 29.11%, Texas Instruments Incorporated (NASDAQ:TXN) is included among the 12 Most Profitable American Stocks to Buy in 2026.
Texas Instruments Incorporated (NASDAQ:TXN) designs, manufactures, and sells analog and embedded semico
2026-06-18
digitimes.com
2026-06-18
Beyond its established role in assembly, testing and packaging (ATP), Penang's next stage of development will depend on its ability to deepen capabilities in precision engineering, automation and system integration, while moving into higher-value equipment manufacturing and R&D. Following the opening of Galatek's new facility in Penang, Malaysia, DIGITIMES spoke with Galatek Malaysia general manag
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics and SK Hynix are each reviewing locations in South Korea's Honam region for new semiconductor packaging plants, according to The Elecand Hankyung, citing industry sources, as the two companies look for ways to add back-end capacity beyond their existing manufacturing hubs.
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin tool installation as early as the second quarter of 2027, with initial volume production expected by the end of that year.
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
On June 15, Nvidia (
NVDA
1.38%
) priced a $25 billion sale of senior notes -- its biggest bond offering to date and its first trip to the debt market since 2021. The deal spans seven tranches maturing between two and 30 years, with annual interest rates running from about 4.25% on the shortest notes to about 5.6% on the longest.
So why would a company like this borrow at all?
The short answer i
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Explore the exciting world of Intel (
INTC
+3.55%
) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on Jun. 17, 2026.
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
A shifting capital structure is a underappreciate catalyst for stock price appreciation.
Nvidia (
NVDA
1.38%
) is tapping the debt market to raise an estimated $20 billion.
*Stock prices used were the afternoon prices of June 15, 2026. The video was published on June 17, 2026.
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