Semiconductor News & Analysis Feed
11442 articles
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
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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
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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
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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
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Micron Technology's (
MU
+1.18%
) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly update were in place well before the memory chipmaker announced its results. I predicted that the stock would soar after its Q3 update and was proven right -- but that didn't require Nostradamus-like prophetic skills.
There was more exciting n
2026-06-28
www.investing.com
2026-06-28
Investing.com
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Boomfish Wealth Group LLC Buys 3,653 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
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KEY POINTS
Boomfish Wealth Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 82.5% in the first quarter, buying 3,653 additional shares and bringing its total holding to 8,083 shares valued at about $2.73 mill
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Is SpaceX Really Worth More Than Micron and AMD Combined? Here's the Unvarnished Truth.
Keith Speights, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
AMD
+6.61%
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Since its historic initial public offering (IPO) on June 12, 2026, the market cap of Space Exploration Technologies (NASDAQ: SPCX), commonly known as SpaceX, has r
2026-06-28
news.google.com
2026-06-28
The Motley Fool
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires Shares of 8,800 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd opened a new position in Taiwan Semiconductor Manufacturing, buying 8,800 shares valued at about $2.97 million. The stake makes TSMC its 9th-largest holding and roughly 2.8% of the portfolio.
Insider t
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Sells 10,744 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. cut its Taiwan Semiconductor Manufacturing stake by 7.8% in the first quarter, selling 10,744 shares and ending with 127,414 shares worth about $43.4 million.
TSMC continues to attract bullish analyst atte
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company Limited (TSM)?
Ramish Cheema
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Top 13 Stocks That Will Skyrocket.
The final stock on our list is also from Porter Stansberry and Luke Lango's "1776 moment" newsletter. As dis
2026-06-28
www.trefis.com
2026-06-28
Trefis
The Real Downturn Risk In ON Semiconductor Stock
June 28th, 2026 by Trefis Team
ON
ON Semiconductor
Its history in market shocks reveals a pattern of steep falls. The question is whether you can stomach the ride.
ON Semiconductor (ON) stock fell 23.7% in a single session on June 26, 2026, a sharp reminder of its volatility. The company makes essential semiconductors for the automotive and indust
2026-06-28
www.fxleaders.com
2026-06-28
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52