Semiconductor News & Analysis Feed
12107 articles
2026-06-21
uk.finance.yahoo.com
2026-06-21
Yahoo Finance UK
JPMorgan Sees Growing Fragility in Semiconductor Sector as Positioning Reaches Extremes
Fiona Craig
Sun, 21 June 2026 at 6:00 am GMT-7 1 min read
JPM
+1.92%
Semiconductor ©Adobe Stock Images
JPMorgan believes the semiconductor sector is becoming increasingly vulnerable to bouts of sharp volatility as investor positioning reaches elevated levels and valuations continue to stretch.
In a research n
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
+1.92%
Trade JPM on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Could Be 123% Overvalued Before Its June 24 Earnings
June 21, 2026
Simply Wall St
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Micron Technology (MU) is back in the spotlight as investors weigh intense AI driven demand, a structural memory shortage, and fully committed high bandwidth memory capacity against an upcoming earnings report that could reset expe
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
GMKtec's dramatically redesigned EVO-X3 'Strix Halo' Mini PC gets Lisa Su’s signature of approval.
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
tomshardware.com
2026-06-21
Luke James
The Bank of Korea has named performance bonuses at Samsung Electronics and SK hynix as a risk to the country's inflationary stability.
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
Tech Industry
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target
News
By Luke James published 2 days ago
Memory boom payouts worth up to $455,000 per worker are now a variable in the central bank's price outlook.
(Image credit: Samsung)
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2026-06-21
www.insidermonkey.com
2026-06-21
Insider Monkey
NEWS
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)
Published on June 21, 2026 at 7:41 am by FATIMA GULZAR in News
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ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds.
On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintaine
2026-06-21
www.bgr.com
2026-06-21
bgr.com
Technology
Computers
China's Own Graphics Cards Simply Can't Compete With New Nvidia GPUs In Tests
By Aaron Greenbaum June 21, 2026 7:47 am EST
RSplaneta/Shutterstock
Nvidia may be widely considered the king of the GPU industry, but some customers may prefer to seek alternatives. Nvidia's flagship RTX 5090 is amazing, but surely there must be a cheaper option out there? Well, China has tried to
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Shares of Micron Technology (
MU
+6.34%
) have rocketed past $1,000, propelling the company into the elite trillion-dollar club. That meteoric rise reflects the seismic shift that artificial intelligence (AI) is imposing on the semiconductor landscape, where memory chips have shifted from boring commodity to mission-critical infrastructure.
While Micron's rally is still in full swing, smart inves
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness
21.06.2026 - 13:34:40 | boerse-global.de
Infineon shares rocket 114% as patent victory protects GaN chip dominance, targeting €12B AI revenue, but near-term revenue dips 9%.
Infineon’s - Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 -
2026-06-21
tomshardware.com
2026-06-21
Jowi Morales
Dr. James Ries says that his Razer Naga V2 MMO gaming mouse helps him treat patients by keeping relevant medical responses at his fingertips.
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-21
www.cnx-software.com
2026-06-21
CNX Software
POSTED ON
JUNE 21, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - 1 COMMENT
ON SPACEMIT K3 PICO-ITX RISC-V CHASSIS KIT REVIEW – PART 2: WHAT WORKS, WHAT DOESN’T IN BIANBU OS 4.0
SpacemiT K3 Pico-ITX RISC-V Chassis Kit Review – Part 2: What works, what doesn’t in Bianbu OS 4.0
Last month, I received the SpacemiT K3 Pico-ITX Chassis Kit based on the company’s K3 16-core RISC-V SoC, and started the review wit
2026-06-21
www.fxempire.com
2026-06-21
FXEmpire
U.S. equities moved higher last week despite a more hawkish message from the Federal Reserve. The Dow Jones Industrial Average closed at 51,564.71, gaining 0.71% for the week. The S&P 500 ended at 7,500.58, up 0.93%, while the Nasdaq Composite advanced 2.43% to close at 26,517.93.
The primary focus this week will be inflation data, particularly the May Personal Consumption Expenditures (PCE) repo
2026-06-21
news.google.com
2026-06-21
Seeking Alpha
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Nvidia CEO Jensen Huang (right) poses for photos with LG Group Chairman Koo Kwang-mo after their meeting at LG Twin Towers in Yeouido, Seoul, on June 8. (Yonhap)
Senior executives from LG Group will visit Nvidia’s headquarters in California this week for talks on physical AI and robotics, in a follow-up to a recent meeting between LG Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang.
Industry so
2026-06-21
tomshardware.com
2026-06-21
Jowi Morales
This app would crowdsource drone detection and help map their location and direction long before they reach their targets.