Semiconductor News & Analysis Feed
11433 articles
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
The latest earnings for Micron (
MU
+1.18%
) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 results showed that the biggest bulls underestimated the growth of the memory industry and that the supercycle is still in its early stages.
Even though Micron, Sandisk (
SNDK
+0.10%
), and other memory companies have mostly gone parabolic over
2026-06-28
ktar.com
2026-06-28
KTAR News 92.3 FM
ARIZONA NEWS
Onsemi to acquire Synaptics in $7B all-stock deal to expand AI chip portfolio
Jun 28, 2026, 5:01 AM | Updated: 3:48 pm
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BY GARY J. BOULANGER/SILICON VALLEY BUSINESS JOURNAL
Scottsdale-based ON Semiconductor Corp., which operates as Onsemi, has agreed to acquire San Jose-based Synaptics Inc. in an all-stock deal with an enterprise value of $7 bi
2026-06-28
tomshardware.com
2026-06-28
Etiido Uko
Loongson has announced the 3C3000, a 16-core LoongArch server CPU with DDR4 ECC, 32 PCIe lanes, 40W typical power, and performance claimed to match the earlier 3C5000.
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for ON Semiconductor Stock
Price change for ON Semiconductor stock: -24%
$ON Share Price as of Jun. 26: $91
52-Week High: $135
$ON Stock Price Target: $114
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
ON Semiconductor (ON) stock is having its worst day since March 2020. The sharp drop came after the c
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
__fail__
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
__fail__
2026-06-28
tomshardware.com
2026-06-28
Bruno Ferreira
Claude and other AI agents fooled into running malware with just a minimal GitHub repository — ask the bot to initialize the project and you get hacked
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Western Digital (WDC) Stock Rallies As Micron’s $100 Billion AI Deals Lift Storage Demand
Bailey Pemberton
June 28, 2026 3 min read
WDC
+7.14%
MU
+0.94%
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Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Micron reported strong AI memory results and secured multi year AI memory contracts worth a
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
A Japanese capsule toy maker has announced an official collaboration with ASRock, Gigabyte, MSI, and Intel to make tiny PC components that buyers 'can assemble and play with.'
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Janney Montgomery Scott LLC Has $143.27 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC increased its stake in Taiwan Semiconductor Manufacturing by 10.7% in the first quarter, ending with 423,935 shares valued at about $143.27 million.
Analysts remain broadly bulli
2026-06-28
news.futunn.com
2026-06-28
富途牛牛
__fail__
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Currently, there are only three companies that are worth $3 trillion or more. All of those are actually above $4 trillion in market cap. While Microsoft is technically below a $3 trillion market cap right now, it's usually valued above that threshold when the market isn't in a negative mood like it is right now.
What's more intriguing is examining if Amazon (
AMZN
+0.61%
), Taiwan Semiconductor (
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Gunderson Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 4.4% in the first quarter, making TSM its largest holding at about 5% of the portfolio, worth roughly $12.0 million.
Seve
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Pictet Asset Management Holding SA Trims Stock Position in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management cut its Cadence Design Systems stake by 18.3% in the first quarter, selling 279,759 shares and leaving it with 1,247,222 shares valued at about $346.6 million.
Insiders also sold stock: CEO Anirudh Dev
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Takeaways for Micron Stock
Revenue reached $41.46 billion in Q3 FY2026, a 346% increase year-over-year.
Gross margins expanded to 85% in Q3 FY2026, up from 45% in Q3 FY2025.
Operating income hit $33.32 billion in Q3 FY2026, with operating margins reaching 80%.
If you’ve been watching memory stocks and want to understand what Micron’s income statement reveals about the valuation gap, TIKR has
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Goodman Advisory Group LLC cut its Taiwan Semiconductor Manufacturing stake by 12.9% in the first quarter, selling 4,433 shares and leaving it with 29,979 shares valued at about $10.13 million.
Analysts remai
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger.
Keith Speights, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Micron Technology's (NASDAQ: MU) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly upda
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Atomera (ATOM) Introduces MST Technology to Enhance GaN-on-Silicon Performance for RF Applications
Published on June 28, 2026 at 5:35 am by MAHAM FATIMA in News
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Atomera Incorporated (NASDAQ:ATOM) is one of the best performing tech stocks to buy according to analysts. On June 4, Atomera introduced an approach using its proprietary MST technology to address performance barriers in GaN-on
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Metropolis Capital Ltd Sells 184,630 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Metropolis Capital Ltd reduced its stake in Taiwan Semiconductor Manufacturing by 34.9% in Q1, selling 184,630 shares and leaving it with 345,102 shares worth about $116.6 million.
Wall Street sentiment remains upbeat:
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Atomera (ATOM) Introduces MST Technology to Enhance GaN-on-Silicon Performance for RF Applications
Maham Fatima
June 28, 2026 2 min read
ATOM
-0.74%
Trade Atomera on Coinbase
Trading disclosure
Atomera Incorporated (NASDAQ:ATOM) is one of the best performing tech stocks to buy according to analysts. On June 4, Atomera introduced an approach using its proprietary MST technology to address performa