Semiconductor News & Analysis Feed
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2026-06-27
letsdatascience.com
2026-06-27
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onsemi
Onsemi acquires Synaptics in $7B all-stock deal
9 sources
|
June 26, 2026
|
By LDS Team
7.3
Relevance Score
Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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Onsemi and Synaptics agreed to an all-stock acquisition valued at approximately $7 billion, the companies announced in filings and press coverage (CNBC, Tom's Hardwa
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
AAPL
+2.70%
INTC
+6.01%
AMD
+7.68%
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Trading disclosure
Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
BAC
-1.55%
Trade BAC on Coinbase
Trading disclosure
Artificial intelligence applications ©Shutterstock
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-26
www.cnbc.com
2026-06-26
CNBC
ON Semiconductor
CEO Hassane El-Khoury defended the company’s core business, and shares notched their worst day since March 2020, after the sensing solutions company announced its largest acquisition ever.
The maker of components for the automotive industry on Thursday announced plans to buy edge AI and wireless connectivity solutions company Synaptics
in an all-stock deal to capitalize on phys
2026-06-26
www.gurufocus.com
2026-06-26
GuruFocus
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2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:SNPS
Synopsys (SNPS) Launches Multiphysics Fusion, Is The Stock Fully Priced?
June 26, 2026
Simply Wall St
Synopsys (SNPS) has just moved its AI driven Multiphysics Fusion platform into customer deployment, tying its electronic design automation tools directly to Ansys analysis at a moment of strong industry focus on advanced chip design.
See our latest analysis f
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
tomshardware.com
2026-06-26
Jowi Morales
The U.S. government wants to ensure that its latest, most advanced AI tools can't be used against it.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron Stock Slipped on Friday
Rich Smith, The Motley Fool
Fri, June 26, 2026 at 8:14 AM PDT 2 min read
MU
+0.79%
NVDA
+2.63%
Explore stocks on Coinbase
Trading disclosure
The rollercoaster ride that is investing in Micron (NASDAQ: MU) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Missed Nvidia in 2009? T
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
A small victory in the face of a gargantuan problem.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
The rollercoaster ride that is investing in Micron (
MU
+1.12%
) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Image source: Micron.
Easy come, less easy go
Micron (
MU
+1.12%
) blew past earnings estimates yesterday, setting a new all-time high share price and predicting even more gains in store in Q4. The
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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2026-06-26
eetimes.com
2026-06-26
Onsemi’s $7B Synaptics grab bets edge AI will leave data centers and invade machines.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
In this video, I will cover Micron's (
MU
5.68%
) latest earnings report and explain what the results mean for the stock and how I am managing my own position. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of June. 25, 2026. The video was published on June. 25, 2026.
2026-06-26
news.google.com
2026-06-26
EE Times
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Stock Emerges as Wall Street’s Top Growth Pick
Ruchi Gupta
June 26, 2026 4 min read
MU
-5.49%
NVDA
-1.39%
AMD
-4.26%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978 in a converted dental office and today is one of only three companies on Earth capable of manufacturing cutting-edge D
2026-06-26
www.forbes.com
2026-06-26
Forbes
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