Semiconductor News & Analysis Feed

11470 articles
2026-06-26
www.thecentersquare.com 2026-06-26 The Center Square
More semiconductor, nuclear energy expansion in central Texas By Bethany Blankley | The Center Square contributor Jun 26, 2026 Facebook Twitter Email Steam rises from cooling towers at a nuclear power plant. Photo: Kyle Miller / Pexels (The Center Squar) – More semiconductor and nuclear energy research efforts are expanding in central Texas with the support of taxpayer dollars.  The latest Tex
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel? David Moadel Fri, June 26, 2026 at 7:16 AM PDT 4 min read ON +6.74% SYNA +5.84% AMD +7.68% INTC +6.01% MU +0.79% Explore stocks on Coinbase Trading disclosure Quick Read ON Semiconductor plunged 20% to $95 after announcing a $7 billion all-stock Synaptics deal, wiping out most of its 119% year-to-date rally.
2026-06-26
247wallst.com 2026-06-26 24/7 Wall St.
Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. Video Muted ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a name that had been runn
2026-06-26
ca.finance.yahoo.com 2026-06-26 Yahoo! Finance Canada
Onsemi shares slide on $7B Synaptics deal Proactive June 26, 2026 1 min read ON -3.60% SYNA -5.65% Onsemi shares slide on $7B Synaptics deal Proactive uses images sourced from Shutterstock Onsemi (NASDAQ:ON) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acquire Synaptics (NASDAQ: SYNA) in an all-stock transaction valued at approximately $7 billion. S
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside? Indrajit Bandyopadhyay Fri, June 26, 2026 at 7:05 AM PDT 5 min read ON +6.74% VSH -4.44% Explore stocks on Coinbase Trading disclosure Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Onsemi shares slide on $7B Synaptics deal Proactive June 26, 2026 1 min read ON +3.80% SYNA +3.92% Explore stocks on Coinbase Trading disclosure Onsemi shares slide on $7B Synaptics deal Proactive uses images sourced from Shutterstock Onsemi (NASDAQ:ON) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acquire Synaptics (NASDAQ: SYNA) in an all-stock tran
2026-06-26
aimagazine.com 2026-06-26 AI Magazine
Memory chips have historically been treated as basic commodities, allowing electronics companies to easily switch suppliers. This forces prices down, trapping the industry in an extreme boom-bust cycle that previous long-term contracts failed to fix.  Even with the current AI boom, these new agreements only hold if demand remains real, as any slowdown or market doubt will likely send buyers rus
2026-06-26
www.cnbc.com 2026-06-26 CNBC
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2026-06-26
www.investors.com 2026-06-26 Investor's Business Daily
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2026-06-26
stockstory.org 2026-06-26 StockStory
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2026-06-26
www.semiconductor-today.com 2026-06-26 Semiconductor Today
The demand for higher power densities in increasingly space-constrained environments continues to grow, whether in on-board chargers for electric vehicles or power supplies for AI data centers. At the recent PCIM Europe 2026 (Power Electronics, Intelligent Motion, Renewable Energy and Energy Management) Expo & Conference in Nuremberg, Germany (9–11 June), Munich-based Infineon Technologies AG henc
2026-06-26
www.benzinga.com 2026-06-26 Benzinga
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2026-06-26
seekingalpha.com 2026-06-26 Seeking Alpha
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2026-06-26
247wallst.com 2026-06-26 24/7 Wall St.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price Prediction) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of company Micron has become. Video Muted
2026-06-26
www.barchart.com 2026-06-26 Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock Micron Technology (MU) just delivered one of the strongest quarters in its history. As hyperscalers and enterprises continue investing heavily in artificial intelligence (AI) infrastructure, demand for memory chips has surged. At the same time, supply remains constrained across the industry, which is pushing DRAM and NAND pricing high
2026-06-26
247wallst.com 2026-06-26 24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 7% to $1,130 in early Friday trading. SanDisk (NASDAQ:SNDK) is slipping 7% to $2,176, while Western Digital (NASDAQ:WDC) is declining 6% to $626. The coordinated retreat across the three biggest U.S. memory and storage names suggests profit-taking rather than a thesis-breaking shift. Video Muted The trio had ripped higher int
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools David Moadel Fri, June 26, 2026 at 6:29 AM PDT 4 min read MU +0.79% SNDK +10.89% WDC -2.02% 005930.KS -4.42% 000660.KS -3.28% Explore stocks on Coinbase Trading disclosure Quick Read MU, SNDK, and WDC dropped 7% Friday morning after surging over the past month, with today's pullback reading as profit-taking rather than a thesis-br
2026-06-26
www.thestreet.com 2026-06-26 thestreet.com
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2026-06-26
www.benzinga.com 2026-06-26 Benzinga
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2026-06-26
uk.finance.yahoo.com 2026-06-26 Yahoo Finance UK
Semiconductor stocks retreat over worries about memory costs Ines Ferré · Senior Business Reporter Fri, 26 June 2026 at 6:15 am GMT-7 2 min read MU +0.79% SNDK +10.89% MRVL +7.25% AMD +7.68% QCOM -2.08% What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stocks dropping more than 6% and Western Digital