Semiconductor News & Analysis Feed
105 articles
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Micron Raised Its Guidance on Surging Memory Prices. Here's What It Means for the Stock.
Dave Kovaleski, The Motley Fool
Wed, July 8, 2026 at 10:35 PM PDT 4 min read
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Micron Technology (NASDAQ: MU) put up more staggering results in its fiscal 2026 third quarter, fueled by the surging demand for its artificial intelligence memory c
2026-07-08
seekingalpha.com
2026-07-08
Seeking Alpha
TSMC expected to increase guidance, capex at Q2 analyst meeting: GF Securities
Jul 08, 2026, 8:50 AM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) StockBy: Brandon Evans, SA News Editor
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Taiwan Semiconductor Manufacturing (TSM) plans to hold its second-quarter 2026 analyst meeting on July 16, and the world's largest chip
2026-07-08
digitimes.com
2026-07-08
Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.
2026-07-07
news.google.com
2026-07-07
Stock Titan
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
Bailey Pemberton
Wed, July 1, 2026 at 7:14 AM PDT 3 min read
ASML.AS
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ASML Holding raised its revenue guidance, citing
2026-06-25
www.coindesk.com
2026-06-25
CoinDesk
Computer memory chipmaker Micron Technology (MU) delivered blowout Q3 earnings on Wednesday, lifting the entire AI memory sector, AI-related stocks and even giving crypto a slight boost.
Bitcoin
BTC
$61,270.96
climbed back above $60,000 after markets closed, but bullish AI sentiment will ultimately pull more liquidity away from crypto.
Micron shares surged 16% in premarket trading on Thursday
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Qualcomm Inc.’s stock jumped 14% in after-hours trading today after it shared a series of updates about its artificial intelligence roadmap.
The company announced plans to acquire an inference software startup called Modular Inc. and previewed two upcoming AI chips. Additionally, Qualcomm significantly raised its fiscal 2029 guidance. The chipmaker now expects its non-handset revenue segment, whi
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
Earnings News
On the Move
Micron pops as Q3 results, guidance blow past expectations on AI strength
Jun 24, 2026, 4:07 PM ETMicron Technology, Inc. (MU) StockBy: Chris Ciaccia, SA News Editor
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Micron Technology (MU) shares rose 8.5% in extended trading on Wednesday after the memory giant reported fiscal third-quarter results and guidance that top
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Chris Versace·Jun 24, 2026, 2:45 PM EDT
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2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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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
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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
www.tradingview.com
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
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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
2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Texas Instruments Incorporated (TXN) is up 4.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism about Texas Instruments’ position in power semiconductors for AI and data-center infrastructure, alongside continued follow-through from its strong first-quarter results and upbeat second-quarter outlook. This could also be
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Texas Instruments (TXN) Returns To Growth As Analog Demand Lifts Guidance
Bailey Pemberton
Tue, June 16, 2026 at 11:13 AM PDT 3 min read
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Texas Instruments (NasdaqGS:TXN) reported a 19% year-over-year reve
2026-06-16
simplywall.st
2026-06-16
simplywall.st
Japan/Electrical/TSE:6503
Should Mitsubishi Electric’s 2027 Guidance and Power-Semiconductor Push Require Action From Mitsubishi Electric (TSE:6503) Investors?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, Mitsubishi Electric Corporation issued consolidated earnings guidance for 2027, targeting revenue of ¥6,200.00 billion and net profit attributable
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-11
letsdatascience.com
2026-06-11
Let's Data Science
FUNDING & BUSINESS
nvidia
ai infrastructure
earnings
datacenter
Nvidia Reports Strong AI-driven Revenue and Guidance
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June 11, 2026
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Seeking Alpha reports that Nvidia posted Q1 revenues up 85% year-over-year to $81.6B, with gross margins at 75%, driven by robust demand for AI infrastructure. The a
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon
2026-06-08
easternherald.com
2026-06-08
The Eastern Herald
Broadcom’s $1.2 Billion Guidance Miss Just Erased $1.3 Trillion From the Chip Market
Broadcom's Q3 AI chip guidance fell $1.2B short of expectations — and the entire semiconductor sector paid the price in its worst session since March 2020.
BY ECONOMY DESK
JUNE 8, 2026
Broadcom's AI chip revenue guidance fell $1.2 billion short of analyst expectations on June 3, 2026, triggering a two-day sector
2026-06-06
www.freep.com
2026-06-06
Detroit Free Press
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