Semiconductor News & Analysis Feed
11445 articles
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
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The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of the biggest bottlenecks for AI infrastructure.
That shortage has helped lift Micron Technology (NASDAQ:MU | MU Price Prediction), Samsung Electronics, and SK hynix to record profi
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
Rich Duprey
June 27, 2026 5 min read
MU
+0.94%
AAPL
+1.31%
005930.KS
+2.75%
000660.KS
-3.38%
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AAPL's push to source chips from blacklisted CXMT poses little threat to MU, as CXMT produces only commodity DRAM, not HBM.
Apple's aggressive price negotiations durin
2026-06-27
www.insidermonkey.com
2026-06-27
Insider Monkey
HEDGE FUNDS
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10 Best Semiconductor Stocks to Buy According to Billionaires
Published on June 27, 2026 at 9:21 am by FATIMA GULZAR in Hedge Funds, News
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In this article, we will discuss: 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC’s Squawk on the Street that limited memor
2026-06-27
www.msn.com
2026-06-27
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-27
www.tekedia.com
2026-06-27
Tekedia
Onsemi Strikes $7bn Deal For Synaptics To Build AI Chip Powerhouse For Robotics, Smart Devices, And Physical AI
June 27, 2026 | by Samuel Nwite | 0
ON Semiconductor has agreed to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, marking the largest acquisition in the company’s history as it intensifies its push into artificial intelligence hardware, robotics, and
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Faces Narratives Test As Net Margin Hits 55.9% In Q3
June 27, 2026
Simply Wall St
Micron Technology (MU) has reported very large numbers in its latest Q3 2026 report, with revenue at about US$41.5 billion, basic EPS of US$25.04, and net income of roughly US$28.2 billion. Trailing 12‑month figures show revenue of about US$90.3 b
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The chip industry is splitting between traditional giants and niche disruptors. Choosing between Intel (
INTC
5.61%
) and Navitas Semiconductor (
NVTS
12.52%
) depends on whether you prefer turnaround potential or specialty growth.
Intel is a legacy titan reinventing itself as a foundry, while Navitas focuses on next-generation power materials like gallium nitride. Investors compare them to decid
2026-06-27
www.cnbc.com
2026-06-27
CNBC
Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections.
Then came the memory crunch, which has driven up the cost to produce practically every electronic device on
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Qualcomm Technologies announced a new data center roadmap and product portfolio designed for the agentic AI era. The company introduced new data center solutions, including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute technology, the Qualcomm Dragonfly AI300 inference accelerator, connectivity products, and custom silicon solutions.
Qualcomm said the new platforms are enginee
2026-06-27
pluang.com
2026-06-27
Pluang
Intel faces risk of valuation drop as AI infrastructure may outpace demand, especially in its foundry segment.
Intel's stock has risen 40%, but risks remain as AI infrastructure efficiency could surpass monetized demand, potentially compressing semiconductor valuations. The company's foundry segment is particularly vulnerable, with minimal external revenue an...
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Bearish
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7 hour
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Reed Semiconductor announced that it has completed an upsized and oversubscribed $100 million funding round. The round included participation from several leading global semiconductor companies.
Reed Semiconductor is a provider of turnkey power solutions for AI infrastructure. The funding marks a major milestone in the company’s growth and market expansion, reflecting investor confidence in its t
2026-06-27
www.thestreet.com
2026-06-27
thestreet.com
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:KLIC
Kulicke And Soffa Industries (KLIC) Following Advanced Packaging Demand Is The Rally Already Priced In
June 27, 2026
Simply Wall St
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Advanced packaging demand puts Kulicke and Soffa Industries (KLIC) in focus
Kulicke and Soffa Industries (KLIC) is drawing fresh investor attention as strong demand for its Thermo Compression Bo
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
NVIDIA (NVDA) Launches BioNeMo Agent Toolkit to Accelerate AI-Driven Scientific Discovery in Life Sciences
Maham Fatima
June 27, 2026 2 min read
NVDA
-1.39%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth stocks to buy right now. On June 23, NVIDIA introduced the BioNeMo Agent Toolkit, a new software suite providing domain-specific tools desi
2026-06-27
www.freep.com
2026-06-27
Detroit Free Press
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2026-06-27
tomshardware.com
2026-06-27
Luke James
Commodore has slashed the starting price of its Callback 8020 flip phone to $399, down from $499.
2026-06-27
tomshardware.com
2026-06-27
Mark Tyson
Enthusiast demos Microsoft’s newest OS running 'completely stable' on a Core 2 Quad Q6600, using a DDR1 motherboard, supported by an ATi Radeon HD 4650 AGP graphics card.
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron's Explosive Earnings Report: The 1 Mind-Boggling Number You Won't Want to Miss. (Hint: It Beats Nvidia.)
Adria Cimino, The Motley Fool
June 27, 2026 5 min read
MU
-5.49%
NVDA
-1.39%
AMZN
+0.40%
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Micron Technology (NASDAQ: MU) has wowed investors once again with an earnings report showing explosive growth. The company, like tech giants such as Nv
2026-06-27
pandaily.com
2026-06-27
Pandaily
categories.technology
MediaTek Emerges as Major Challenger in Optical Interconnect Chip Market
Published:
June 27, 2026
Reading Time:
2 min read
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MediaTek enters the optical interconnect chip market with CPO technology and Micro LED optical solutions, challenging Broadcom and Marvell's duopoly in the AI data center optical chip sector.
MediaT
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Micron Technology (
MU
5.68%
) has wowed investors once again with an earnings report showing explosive growth. The company, like tech giants such as Nvidia and Amazon, is playing a key role in the artificial intelligence (AI) revolution, and we have seen this very clearly quarter after quarter.
While Nvidia offers chips that power AI, and cloud providers like Amazon offer capacity for workloads,