Semiconductor News & Analysis Feed
435 articles
2026-06-23
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2026-06-23
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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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2026-06-23
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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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2026-06-23
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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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2026-06-23
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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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2026-06-23
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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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2026-06-23
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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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2026-06-23
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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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2026-06-22
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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
2026-06-22
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2026-06-22
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ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
5 min read
KLAC
−9.35%
ONTO
−10.63%
The semiconductor industry is entering a major investment cycle, fueled by AI, advanced packaging, HBM and next-generation chip manufacturing. Among them, Onto Innovation, Inc. ONTO and KLA Corporation KLAC s
2026-06-22
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2026-06-22
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Google Backs $3.2B AI Chip Push Against Nvidia
Google Backs $3.2B AI Chip Push Against Nvidia
Less than 1 min read
GOOG
−0.56%
NVDA
−3.06%
AMZN
+0.62%
MSFT
+1.91%
Google
GOOG
is moving deeper into custom AI chips as it tries to win a larger share of the AI data center market. The company is using a strategy that could look increasingly similar to Nvidia
NVDA
, connecting its
2026-06-22
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2026-06-22
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Micron Q3 Earnings Preview: What to Expect From Upcoming Report
Micron Q3 Earnings Preview: What to Expect From Upcoming Report
Less than 1 min read
MU
−11.52%
Micron Technology
MU
is scheduled to release fiscal third-quarter results on June 24, with investors expected to focus on demand for artificial intelligence memory chips, margin trends and the company's outlook for the
2026-06-22
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2026-06-22
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AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
3 min read
MU
−12.59%
Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by ri
2026-06-22
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2026-06-22
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SK Hynix ETF Raises Options Cap After Stock's 340% Surge
SK Hynix ETF Raises Options Cap After Stock's 340% Surge
1 min read
000660
−12.47%
KOSPI
−9.99%
CSOP Asset Management is giving itself more room to maneuver inside its $14.4 billion leveraged ETF tied to SK Hynix (HXSCL), after a powerful rally in the South Korean chipmaker's shares created more pressure around exposure,
2026-06-22
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2026-06-22
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Can Analog Devices Sustain Margin Expansion Throughout 2026?
Can Analog Devices Sustain Margin Expansion Throughout 2026?
3 min read
ADI
−8.26%
Analog Devices’ ADI margins have been improving for the past several quarters. In the second quarter of fiscal 2026, ADI posted a gross margin of 73%, up from 69.4% in the year-ago quarter. ADI’s adjusted operating margin was 49% in the sec
2026-06-22
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2026-06-22
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LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
Less than 1 min read
LPK
−6.05%
The conference highlighted leadership in laser-based advanced packaging, with LIDE technology driving defect-free glass structuring for next-gen chips. D
2026-06-22
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2026-06-22
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DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company
DRAM ETF Climbs 3% Premarket: Ahead Of Potential US IPO, SK Hynix Beats Samsung As South Korea’s Most Valuable Company
2 min read
000660
−12.47%
MU
+6.82%
KEY POINTS:
SK Hynix stock has climbed a whopping 350% this year, compared to the 195% gain in Samsung sto
2026-06-22
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2026-06-22
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Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Less than 1 min read
NVDA
−0.97%
Bank of America keeps NVIDIA (NVDA) as a top pick with a $350 target, citing AI compute and networking leadership; risks include uneven AI deployments, gaming cyclicality, and power/access limits.
1
Reports say NVIDIA’s R
2026-06-22
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2026-06-22
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Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Less than 1 min read
MU
+6.82%
Micron (MU) reports fiscal Q3 results and hosts an earnings call June 24, 2026. Traders watch revenue, AI/data-center demand and high-bandwidth memory orders for near-term trend clues.
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3
Analysts bigly raised
2026-06-22
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2026-06-22
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SK Hynix overtakes Samsung to become South Korea's most valuable company
SK Hynix overtakes Samsung to become South Korea's most valuable company
Refinitiv3 min read
000660
−12.47%
005930
−12.31%
NVDA
−0.97%
GOOG
−5.08%
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2026-06-22
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2026-06-22
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SK Hynix dethrones Samsung Electronics as South Korea's most valuable company
SK Hynix dethrones Samsung Electronics as South Korea's most valuable company
RefinitivLess than 1 min read
000660
−12.47%
005930
−12.31%
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