Semiconductor News & Analysis Feed
11769 articles
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Tirthankar Chakraborty
June 26, 2026 3 min read
MU
-5.49%
SNDK
-14.13%
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Memory stocks seem to have broken off from their traditional cyclical behavior, supported by sustained growth in recent years. The artificial intelligence (AI) boom in data-intensive workloads has substantially increased
2026-06-27
www.foreignpolicyjournal.com
2026-06-27
foreignpolicyjournal.com
Zacks Research Daily has highlighted 16 major stocks in its latest research output, with JPMorgan Chase & Co. (NYSE: JPM), Novartis AG (NYSE: NVS), and Qualcomm Inc. (NASDAQ: QCOM) among the featured names.
JPMorgan shares have gained 2.7% over the past six months, trailing the Zacks Financial – Investment Bank industry’s gain of 5.8% over the same period.
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The
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Investors in ON Semiconductor (
ON
+6.93%
), or onsemi, went to sleep last night thinking they were holding a power and sensing chip company whose core automotive and industrial end markets were inflecting, while its AI data center revenue was booming and becoming significant for the company.
However, they woke up facing the prospect of becoming a technically integrated provider of power, sensing
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Key Points
ON Semiconductor announced an all-stock acquisition of Synaptics, valued at $7 billion, and the stock dropped over 23% following the announcement, reflecting investor concerns.
The deal aims to integrate power, sensing, and connected computing for edge AI applications.
10 stocks we like better than ON Semiconductor ›
Investors in ON Semiconductor(NASDAQ: ON), or onsemi, went to slee
2026-06-27
www.electronicdesign.com
2026-06-27
Electronic Design
The independent technology information source for electronics developers
onsemi has agreed to acquire Synaptics in a roughly $7 billion all-stock deal, broadening its portfolio beyond power and sensing chips as it pushes to become a larger supplier for the intelligent edge.
The deal will add edge AI processors, wireless connectivity, and human-machine interface (HMI) solutions to onsemi's portfo
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Here's Why ON Semiconductor Stock Crashed Hard Today
Lee Samaha, The Motley Fool
June 26, 2026 3 min read
ON
-3.60%
SYNA
-5.65%
NVDA
-1.39%
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Trading disclosure
Investors in ON Semiconductor (NASDAQ: ON), or onsemi, went to sleep last night thinking they were holding a power and sensing chip company whose core automotive and industrial end markets were inflecting, while i
2026-06-27
fathomjournal.org
2026-06-27
Fathom Journal
fathomjournal.org
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2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultraviolet (EUV) lithography market and leads the commercialization of next-generation high-NA EUV systems, technologies that are essential
2026-06-27
centralcurrent.org
2026-06-27
Central Current
Micron and town of Clay officials have agreed to a host community agreement that would require Micron to pay the town $30 million instead of the building permit fees it would have spent to build its first chip fabrication plant, town officials said Thursday night.
Building the first fab would have cost Micron $62 million in building permit fees, town officials said.
Town officials made the agr
2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-27
news.google.com
2026-06-27
Idaho Statesman
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:PLAB
Will SK Hynix’s HBM Re‑Prioritization Shift Change Photronics’ (PLAB) AI Supply Chain Narrative?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Recently, reports that South Korea's SK Hynix is slowing its high‑bandwidth memory expansion to prioritize higher‑margin conventional DRAM unsettled sentiment across the AI‑chip supply chain, affecting r
2026-06-27
tomshardware.com
2026-06-27
Matt Safford
What you clicked on, because of all the PC parts that were overpriced or unavailable
2026-06-27
news.google.com
2026-06-27
Trefis
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
3 min read
ON
+6.74%
SYNA
+5.84%
onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi’s transformation from a
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Sraddha Singha
Fri, June 26, 2026 at 10:27 AM PDT 3 min read
ON
+6.74%
SYNA
+5.84%
STM
+0.13%
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Trading disclosure
onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi's
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Zacks
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Here's How Artificial Intelligence Powers ASML's Growth Story
Here's How Artificial Intelligence Powers ASML's Growth Story
2 min read
ASML
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company