Semiconductor News & Analysis Feed
1173 articles
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
Positive Q2 results expected from ASML and other chip equipment makers: Wells Fargo
Jun 22, 2026, 12:14 PM ETASML Holding N.V. (ASML) Stock, AMAT Stock, KLAC Stock, LRCX StockBy: Ravikash Bakolia, SA News Editor
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cmart7327
Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Why Micron Stock Keeps Going Up
Rich Smith, The Motley Fool
Mon, June 22, 2026 at 8:41 AM PDT 3 min read
MU
-13.77%
NVDA
-3.82%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) stock extended its three-day winning streak on Monday, rising 4.5% through 10:40 a.m. ET on a raft of good news for the computer memory stock.
This morning, Micron announced it has signed a "strategic" de
2026-06-22
tomshardware.com
2026-06-22
Mark Tyson
id Software’s Quake remains an influence on online gaming and 3D graphics to this day.
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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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
autonews.gasgoo.com
2026-06-22
Gasgoo
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ICV
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Tina's Talk | The Automotive Chip Battle Is No Longer About TOPS — It Is About Control
Tina's Talk
Tina's Talk | The Automotive Chip Battle Is No Longer About TOPS — It Is About Control
Xiaoying Zhou From Gasgoo
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June 23 , 2026 17:40 BJT
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Recently, automotive chips have once again moved to the center of industry debate.
On one side, BYD released its self-d
2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Quartr
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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
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
www.benzinga.com
2026-06-22
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
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2026-06-22
www.gamingonlinux.com
2026-06-22
GamingOnLinux
The open source NVIDIA Vulkan driver (NVK) now has experimental DLSS support
22 Jun 2026 at 7:22 am UTC
By Liam Squires-Hand
1 comments
The open source community-made NVIDIA Vulkan driver (NVK) for Linux now has experimental support for DLSS.
Something that has been in progress for a while, started off by Valve contractor Autumn with a Mesa merge request that was sent back in October 2025. That
2026-06-22
technode.global
2026-06-22
TNGlobal
Gobi Partners has invested in GreatAsic through multiple funds, including Gobi Dana Impak Ventures, a fund backed by Khazanah Nasional Berhad through Dana Impak, as part of GreatAsic‘s recently closed $6.9 million Pre-Series A round led by Vertex Ventures Southeast Asia and India.
In a statement of Monday, Malaysia-based venture capital firm Gobi Partners said the investment supports Dana Impak’s
2026-06-22
digitimes.com
2026-06-22
In a rare public admission during an internal briefing, Park Yong-In, president of the System LSI Business of the Device Solutions (DS) Division at Samsung Electronics, expressed concern over losses in the company's system-on-chip (SoC) business. As a result, the overall system LSI business is also expected to post a loss in 2026.
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.insidermonkey.com
2026-06-21
Insider Monkey
NEWS
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)
Published on June 21, 2026 at 7:41 am by FATIMA GULZAR in News
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ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds.
On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintaine
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Shares of Micron Technology (
MU
+6.34%
) have rocketed past $1,000, propelling the company into the elite trillion-dollar club. That meteoric rise reflects the seismic shift that artificial intelligence (AI) is imposing on the semiconductor landscape, where memory chips have shifted from boring commodity to mission-critical infrastructure.
While Micron's rally is still in full swing, smart inves
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman Sachs lifts target on power-chip demand
21.06.2026 - 13:17:45 | ad-hoc-news.de
Infineon stock gets renewed analyst backing as Goldman Sachs raises its price target on the German chipmaker, citing strong demand for power semiconductors and automotive applications. A look at the call, the broader analyst backdrop and the business behind the shares.
I
2026-06-21
news.az
2026-06-21
Latest news from Azerbaijan
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2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.