Semiconductor News & Analysis Feed
427 articles
2026-06-20
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2026-06-20
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i
2026-06-19
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2026-06-19
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HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
Less than 1 min read
HBM
0
Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
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2026-06-19
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Can ASE Technology Sustain Its Recent Margin Expansion?
Can ASE Technology Sustain Its Recent Margin Expansion?
3 min read
3711
+9.95%
ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
2026-06-19
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2026-06-19
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Google Takes Aim at Nvidia
Google Takes Aim at Nvidia
Less than 1 min read
GOOG
−5.08%
Alphabet Inc. (GOOG, Financials) is getting more aggressive in the AI chip race. Google is reportedly using a Nvidia-style strategy to grow demand for its Tensor Processing Units, or TPUs. Instead of just offering chips, Google is pairing hardware with cloud services, software tools and custo
2026-06-19
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2026-06-19
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Washington Warns ASML
Washington Warns ASML
Less than 1 min read
ASML
−0.02%
ASML
−0.12%
ASML
ASML
fell 1.79% intraday after Bloomberg reported that US Commerce Secretary Howard Lutnick told senior ASML leaders in a series of meetings that Washington is concerned one of its extreme ultraviolet lithography machines may have reached China in violation of US-led export controls.
2026-06-19
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2026-06-19
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Investors see Micron earnings as pulse check of AI rally momentum
Investors see Micron earnings as pulse check of AI rally momentum
Refinitiv2 min read
MU
+6.82%
SPX
−0.37%
SOX
+2.04%
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2026-06-19
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2026-06-19
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2026-06-19
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2026-06-19
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2026-06-19
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HBM: Sales up 4.9% to €2.0bn, stable EBIT, guidance confirmed amid uncertainty
HBM: Sales up 4.9% to €2.0bn, stable EBIT, guidance confirmed amid uncertainty
Less than 1 min read
HBM
0
Net sales grew 4.9% year-over-year to €2.0 billion, with strong gains in Other European Countries and continued market share expansion. Adjusted EBIT was stable, and full-year guidance is confirmed
2026-06-19
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2026-06-19
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HBM: Sales up 4.9% to EUR 2.0bn, market share gains, stable EBIT, guidance confirmed
HBM: Sales up 4.9% to EUR 2.0bn, market share gains, stable EBIT, guidance confirmed
Less than 1 min read
HBM
0
Net sales grew 4.9% to EUR 2.0 billion in Q1 2026/27, with strong European market share gains and resilient online growth. Adjusted EBIT remained stable, while net income declined due to
2026-06-19
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2026-06-19
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2026-06-19
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2026-06-19
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TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
4 min read
TER
+1.71%
AMAT
+1.44%
Teradyne TER and Applied Materials AMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturi
2026-06-19
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2026-06-19
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Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
2 min read
ALGM
+3.03%
LRCX
+1.89%
AMAT
+1.82%
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and m
2026-06-19
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2026-06-19
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Power Integrations, Lattice Semiconductor, and onsemi Stocks Trade Up, What You Need To Know
Power Integrations, Lattice Semiconductor, and onsemi Stocks Trade Up, What You Need To Know
2 min read
POWI
+4.01%
LSCC
+0.75%
ON
+8.34%
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips
2026-06-18
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2026-06-18
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Architect Labs Raises $24 Mln To Democratize Custom Chip Design
Architect Labs Raises $24 Mln To Democratize Custom Chip Design
RefinitivLess than 1 min read
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2026-06-18
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Can onsemi's Treo Platform Unlock New Automotive Opportunities?
Can onsemi's Treo Platform Unlock New Automotive Opportunities?
3 min read
ON
+7.18%
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management
2026-06-18
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2026-06-18
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TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?
TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?
5 min read
TXN
+2.36%
LRCX
+2.07%
Texas Instruments Incorporated TXN and Lam Research Corporation LRCX are both important players in the semiconductor industry, but they operate in different parts of the supply chain. Texas Instruments focuses on
2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
4 min read
IFX
−0.05%
Infineon Technologies AG
Infineon Technologies AG: Release acc