Semiconductor News & Analysis Feed

427 articles
2026-06-24
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News / Reuters / Wall St subdued as tech steadies, Micron earnings in focus IMPORTANT Wall St subdued as tech steadies, Micron earnings in focus RefinitivLess than 1 min read SPX −0.02% IXIC −0.17% MU −1.91% DJI +0.61% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for free Compare char
2026-06-24
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News / Reuters / Wall St set to open higher as tech rebounds, Micron earnings eyed Wall St set to open higher as tech rebounds, Micron earnings eyed Refinitiv2 min read MU −2.41% SNDK −3.77% NQ1! −0.78% SPX −0.14% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for free Compare charts
2026-06-24
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News / Reuters / Qualcomm in talks to provide custom chip-design services to ByteDance, sources say Qualcomm in talks to provide custom chip-design services to ByteDance, sources say Refinitiv1 min read QCOM −2.54% NVDA +0.69% AMD +0.23% AMAT +1.18% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this
2026-06-24
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News / Stock Story / Why Micron (MU) Shares Are Getting Obliterated Today Why Micron (MU) Shares Are Getting Obliterated Today 3 min read MU What Happened? Shares of memory chips maker Micron MU fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex. The headline sounds bearish for AI, but
2026-06-24
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News / Stock Story / Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know 3 min read LRCX −9.33% QCOM −8.01% WDC −8.45% What Happened? A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion r
2026-06-24
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News / TradingView / Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside Less than 1 min read MU −13.18% According to estimates from 40 analysts, Micron Technology, Inc. stock's average price target has risen from $1109.53 to $1123.28, with forecasts ranging from $249
2026-06-24
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News / TradingView / Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside Less than 1 min read AMAT −8.48% According to estimates from 32 analysts, Applied Materials, Inc. stock's average price target has risen from $543.72 to $549.34, with forecasts ranging from $425
2026-06-24
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News / Zacks / Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO? Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO? 4 min read IONQ −0.81% RGTI −0.47% QNT +13.46% After a volatile start to 2026, quantum computing stocks have staged an impressive comeback. Since April 1, shares of IonQ IONQ have surged 109.9%, while Rigetti Computing RGTI has rallied 58.4%, both si
2026-06-24
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News / Stock Story / Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know 3 min read MRVL −9.36% HIMX −9.52% IPGP −8.77% What Happened? A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansio
2026-06-24
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News / Stock Story / Vishay Intertechnology, Amtech, and FormFactor Shares Are Falling, What You Need To Know Vishay Intertechnology, Amtech, and FormFactor Shares Are Falling, What You Need To Know 3 min read VSH −8.26% ASYS −7.72% FORM −8.85% What Happened? A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) exp
2026-06-24
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News / Stock Story / KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know 4 min read KLAC −9.17% ON −11.01% NVMI −9.47% SOX −7.87% What Happened? A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled
2026-06-23
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News / Zacks / Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now? Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now? 5 min read SNPS −0.66% APLD +0.15% Synopsys SNPS and Applied Digital APLD are two of the biggest beneficiaries of surging AI capital expenditure by global investors in the semiconductor industry. All the layers of the semiconductor industry, includ
2026-06-23
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News / Zacks / Are Navitas Investors Missing the Grid Behind the AI Hype? Are Navitas Investors Missing the Grid Behind the AI Hype? 4 min read NVTS −9.70% Most investors know Navitas Semiconductor NVTS for its artificial intelligence (AI) story. The company has attracted much attention through its partnership with NVIDIA NVDA, its 800V data center power architecture, and its gallium nitride (GaN
2026-06-23
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News / GuruFocus / Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic Less than 1 min read MU −13.18% KOSPI +3.26% Micron stock MU plunged sharply in premarket trading Tuesday as a broad selloff in South Korea's semiconductor giants spilled over into global memory-chip names. Micron MU dropped about 7% ahead of th
2026-06-23
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News / GuruFocus / Needham Drops Massive Micron Price Target Hike Ahead of Crucial Earnings Needham Drops Massive Micron Price Target Hike Ahead of Crucial Earnings Less than 1 min read MU −13.18% Micron Technology MU got bullish views after Needham lifted its price target on the memory chip maker ahead of quarterly results due June 24. Micron Technology has become a key name in the AI memory t
2026-06-23
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News / Stock Story / Micron (MU) Q2 Earnings: What To Expect Micron (MU) Q2 Earnings: What To Expect 1 min read MU −13.18% Memory chips maker Micron MU will be reporting results this Wednesday after market hours. Here’s what to expect. Micron beat analysts’ revenue expectations last quarter, reporting revenues of $23.86 billion, up 196% year on year. It was a stunning quarter for the company,
2026-06-23
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News / TradingView / Key facts: SK hynix HBM shortage; MSCI ruling may affect GDR; Large Hyperliquid shorts Key facts: SK hynix HBM shortage; MSCI ruling may affect GDR; Large Hyperliquid shorts Less than 1 min read 000660 +1.60% SK hynix: strong AI data-center demand fuels HBM supply tightness; wafer capacity focused on HBM. Shortages in HBM3E and HBM4; general DRAM supply tighter and unit prices
2026-06-23
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News / Stock Story / Semtech and onsemi Shares Are Soaring, What You Need To Know Semtech and onsemi Shares Are Soaring, What You Need To Know 3 min read SMTC −6.55% ON −11.01% NVDA −4.13% What Happened? A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Ve
2026-06-23
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News / Zacks / Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach? Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach? 3 min read MU −13.18% Micron Technology MU) has been one of the elite performers in the semiconductor space over the past year, fueled by surging demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM) products. With the m
2026-06-22
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News / Zacks / AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now? AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now? 4 min read NVTS −9.70% AAOI −13.89% Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artificial intelli