Semiconductor News & Analysis Feed
6397 articles
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
news.google.com
2026-07-01
Seeking Alpha
2026-07-01
news.google.com
2026-07-01
Yahoo Finance
2026-07-01
www.aol.com
2026-07-01
AOL.com
Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?
RICH DUPREY
Jun 30, 2026
0
Micron
Quick Read
A new lawsuit accuses Micron, Samsung, and SK hynix of coordinating production cuts to artificially inflate prices. The three companies together control 90% of the global memory market.
Micron's HBM is sold out through 2026, meeting only 50 to 66 percent of demand. This
2026-06-30
www.qualcomm.com
2026-06-30
Qualcomm
Scalable across SoCs. Portable across products. Ready to deploy.
When we introduced Qualcomm Linux in 2024, we made a set of commitments: a single unified Linux distribution across all Qualcomm Dragonwing IoT SoCs, an upstream-first development model, and a platform built for production. Qualcomm Linux 2.0 is evidence that our original promise continues to be kept and evolved to address customer
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
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Stock Redefined Its Future, But the Market Isn't Convinced Yet
Trefis Team
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
Explore stocks on Coinbase
Trading disclosure
Photo by manseok_Kim on Pixabay
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause
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%
Explore stocks on Coinbase
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.trefis.com
2026-06-30
Trefis
Micron Stock Redefined Its Future, But the Market Isn’t Convinced Yet
June 30th, 2026 · by Trefis Team
MUYTD+245.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze MU →
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here’s what they’re waiting for.
On Jun 24, 2026, Micron (MU) threw down a gauntlet
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an initiative to p
2026-06-30
cryptobriefing.com
2026-06-30
Crypto Briefing
Nvidia supplier SK Hynix files for massive $29.4B Nasdaq offering
The Nvidia supplier plans to begin trading under SKHY in July and use the proceeds to expand chip factories and purchase advanced manu
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Why Micron Technology's Stock Could Fall After July 10
David Jagielski, CPA, The Motley Fool
June 30, 2026 3 min read
MU
-4.71%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) is the big name in tech these days. Its numbers have been out of this world, with both sales and profits rising at exceptionally high rates. Demand is high for its memory and storage
2026-06-30
www.pcmag.com
2026-06-30
PCMag
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
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.pcmag.com
2026-06-30
PCMag UK
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
3 Reasons to Buy Nvidia Stock in July
Rick Munarriz, The Motley Fool
June 30, 2026 4 min read
NVDA
+0.71%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is capping off another successful quarter of trading. The global leader in artificial intelligence (AI) is trading 12% higher heading into the final trading day of the calendar quarter.
But June has been a bust. Nvidia is trad
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
finance.yahoo.com
2026-06-30
Yahoo Finance
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon · Zacks
Zacks Equity Research
June 30, 2026 8 min read
AAPL
-0.64%
8035.T
-3.94%
6857.T
-2.25%
IFX.DE
-8.26%
TOELF
-7.01%
Trade Apple on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 30, 2026 – Zacks.com announces th