Semiconductor News & Analysis Feed
11353 articles
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Micron (
MU
+1.18%
) stock has delivered extraordinary returns over the past year and a half. After a rally of more than 1,200% since the start of 2025, many investors will naturally assume the easy money has already been made on this stock. That may prove true.
But investors should remember something important: A stock does not become a bad investment simply because it has gone up sharply in pri
2026-06-29
www.barrons.com
2026-06-29
Barron's
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2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Pictet Asset Management Holding SA Boosts Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA increased its Texas Instruments stake by 1.0% in the first quarter, ending with 559,788 shares valued at about $108.7 million.
Several analysts raised price targets on TXN, but the stock still c
2026-06-29
spacedaily.com
2026-06-29
Space Daily
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Synopsys, Inc. $SNPS Stock Position Decreased by Pictet Asset Management Holding SA
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA cut its Synopsys stake by 51.4% in the first quarter, selling 523,102 shares and ending with 494,584 shares worth about $196.1 million.
Wall Street remains mostly bullish on Synopsys, with analysts as
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Pictet Asset Management Holding SA
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA increased its stake in Taiwan Semiconductor Manufacturing by 28.9% in the first quarter, buying 94,801 more shares and bringing its total holdings to 422,581 shares valued at abou
2026-06-29
www.upi.com
2026-06-29
upi.com
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2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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2026-06-29
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
news.google.com
2026-06-29
marketscreener.com
2026-06-29
waya.media
2026-06-29
waya.media
TECH
iPads, Xbox Consoles, and PCsAI Memory Chip Shortage Pushes Up Prices of iPads, Xbox Consoles, and PCs
by WAYA Staff - Jun 29, 2026
Image Source: Bloomberg Website
The price of consumer electronics is climbing again, but this time the culprit is artificial intelligence. As AI infrastructure absorbs global memory chip supply, electronics makers are raising prices while manufacturers race
2026-06-29
moneymorning.com
2026-06-29
Money Morning
STOCKS
Micron Technology (MU) Is This Week's Stock of the Week — AI Memory Supercycle Hits Overdrive
Money Morning Team
June 29, 2026
BY THE NUMBERS
$41.46 billion — Micron's record fiscal Q3 2026 revenue. A year ago the same quarter brought in $9.30 billion.
$25.11 — Non-GAAP EPS, crushing the $20.20 estimate. That's a 24% beat on the bottom line alone.
84.9% — Gross margin in Q3. Management
2026-06-29
www.semiconductor-today.com
2026-06-29
Semiconductor Today
Infineon adds two new high-efficiency server power solutions for AI data-center PSUs
With artificial intelligence workloads redefining the power requirements of modern data centers (and rapidly increasing GPU power levels and denser rack configurations pushing server power infrastructure to its limits), Infineon Technologies AG of Munich, Germany has hence introduced two system-level solutions ta
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
Samsung and SK Hynix plan massive new chip fabrication sites in South Korea to meet AI demand
South Korea's two semiconductor giants are in talks with the government to build a second chip cluster in
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP cut its stake in Taiwan Semiconductor Manufacturing by 27.8% in the first quarter, selling 333,400 shares and leaving it with 864,770 shares valued at about $292.25 million. TSM remains Canoe’s se
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Ambarella (AMBA) Among Our High Growth Semiconductor Stocks, Here’s What Northland Securities Has to Say
Talha Qureshi
June 29, 2026 1 min read
AMBA
+1.75%
Trade AMBA on Coinbase
Trading disclosure
Ambarella, Inc. (NASDAQ:AMBA) is one of the High Growth Semiconductor Stocks to Buy Now. Ambarella, Inc. (NASDAQ:AMBA) has declined roughly 32% over the past month. However, the Street sees more than 5