Semiconductor News & Analysis Feed
11757 articles
2026-06-28
news.google.com
2026-06-28
Benzinga
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Bank of America Just Gave Applied Materials Stock a New Street-High Price Target
Aanchal Sugandh
June 27, 2026 5 min read
BAC
+1.99%
AMAT
-1.70%
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Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) has found itself in Wall Street's sweet spot after Bank of America Corporation turned even more bullish on the semi
2026-06-28
unn.ua
2026-06-28
Українські Національні Новини (УНН)
Subject in the field of online media; media identifier - R40-05926
This resource is intended for persons who have reached the age of 21.
Apple and Microsoft have raised prices on iPad, Mac and Xbox due to the global memory chip shortage. Micron's CEO stated that improvement in the situation is possible no earlier than 2028.
Apple and Microsoft have raised prices on a number of popular devices,
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Published on June 27, 2026 at 12:15 pm by MAHAM FATIMA in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership to expand adv
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Technology (MU): 10 Best Future Stocks to Buy and Hold for 10 Years
Maham Fatima
June 27, 2026 2 min read
MU
+0.94%
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Micron Technology Inc. (NASDAQ:MU) is one of the best future stocks to buy and hold for 10 years. On June 25, Micron reported record financial results for its FQ3 2026, reaching $41.46 billion in revenue and $28.24 billion in GAAP net i
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Maham Fatima
June 27, 2026 2 min read
2330.TW
+0.61%
AMKR
+0.33%
TSM
+4.06%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
tomshardware.com
2026-06-27
Hassam Nasir
A new precedent on the precipice?
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
Bank of America resets Micron stock price target after earnings
Vuk Zdinjak
27 June 2026 4 min read
BAC
+1.99%
MU
+0.94%
^GSPC
+0.72%
INTC
+1.54%
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24.
The stock is up 313.14% year-to-date, at the time of writi
2026-06-27
tomshardware.com
2026-06-27
Jowi Morales
Several listings for Steam Machine pre-orders are being sold at markups so high that buyers will have to pay 140% to 167% above Valve's selling price.
2026-06-27
www.aol.com
2026-06-27
AOL.com
Apple Wants to Buy Blacklisted Chinese Memory. Micron Has Nothing to Worry About
RICH DUPREY
Sat, June 27, 2026 at 9:27 PM GMT+8
0
Quick Read
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 during the last memory downturn discouraged supplier investment, directly contributing to the
2026-06-27
www.sphericalinsights.com
2026-06-27
Spherical Insights
According to market research firm Spherical Insights & Consulting, which has been actively tracking the semiconductor manufacturing equipment, compound semiconductor materials, LED production technologies, epitaxial wafer fabrication, gallium nitride (GaN) devices, advanced deposition systems, and optoelectronic manufacturing sectors for the last 10 years, the growing adoption of energy-efficient
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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Trading disclosure
Quick Read
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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NEWS
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