Semiconductor News & Analysis Feed
12109 articles
2026-06-20
www.msn.com
2026-06-20
MSN
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2026-06-20
liliputing.com
2026-06-20
Liliputing
More than two years after introducing a hacker-friendly smart speaker, Pine64 is now taking orders for its answer to the Amazon Echo, Google Home, and Apple HomePod line of devices.
The PineVoice* smart speaker has a lot of the features you’d expect from mainstream models. But it’s powered by a RISC-V processor and designed to work with the open source Home Assistant platform rather than propriet
2026-06-20
ca.finance.yahoo.com
2026-06-20
Yahoo! Finance Canada
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 p.m. PDT 3 min read
MU
+6.82%
SNDK
+4.07%
NVDA
-0.97%
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation NVDA over the past year. The company recent
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 PM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
SNDK
+4.07%
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Trading disclosure
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own.
Leo Sun, The Motley Fool
Fri, June 19, 2026 at 11:56 AM PDT 3 min read
NVDA
-0.97%
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Trading disclosure
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world's leading producer of data center GPUs. Those c
2026-06-20
urgentcomm.com
2026-06-20
Urgent Communications
urgentcomm.com
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2026-06-20
www.foreignpolicyjournal.com
2026-06-20
foreignpolicyjournal.com
Commerce Secretary Howard Lutnick has raised concerns directly with senior leaders at ASML Holding NV (AMS: ASML) that one of the company’s most advanced machines may have entered China in violation of US-led export restrictions, Bloomberg reported.
In a series of recent meetings, Lutnick told ASML executives that he was concerned about the company’s extreme ultraviolet lithography, or EUV, machi
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (
NVDA
1.13%
), the world's leading producer of data center GPUs. Those chips, which most of the world's top AI companies use, are still the best picks and shovels for the AI gold rush.
However, the AI market's growth is also generating strong tailwinds for optical networking companies, which manufacture optical
2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Everything Could Change for Micron Stock on June 24
Keithen Drury, The Motley Fool
Fri, June 19, 2026 at 11:22 AM PDT 3 min read
MU
+6.82%
NVDA
-0.97%
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Trading disclosure
Micron Technology (NASDAQ: MU) has been one of the more exciting stocks on the market so far in 2026. Its share price is up over 293% so far, and it may not be done yet. Micron reports earnings on June
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Micron Technology (
MU
+6.34%
) has been one of the more exciting stocks on the market so far in 2026. Its share price is up over 293% so far, and it may not be done yet. Micron reports earnings on June 24, and it could mark another spate of movement for the stock.
Expectations are high entering the announcement, and what management says could allow the rise to continue or make the stock plummet.
2026-06-20
247wallst.com
2026-06-20
24/7 Wall St.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors are paying across the group cannot all be right at t
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
+5.19%
NVDA
-0.97%
AMD
+2.65%
AAPL
-0.34%
MU
+6.82%
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Quick Read
Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
www.quiverquant.com
2026-06-20
Quiver Quantitative
AI Component Demand Surges: Social media discussions are centering on Vishay Intertechnology's exposure to high-growth areas like MLCCs used in AI servers, where analysts project more than 100 percent year-over-year expansion in total addressable market.
Semiconductor Setup Builds: Recent posts note the stock forming bases after strong prior moves, with traders watching for breakouts alongside pe
2026-06-20
www.tradingview.com
2026-06-20
TradingView
News
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GuruFocus
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy · Zacks
Zacks Equity Research
Fri, June 19, 2026 at 9:56 AM PDT 5 min read
CL=F
+0.45%
A surge in oil prices, fueled by the Middle East crisis, has heightened concerns that inflation could rise further. Although the United States and Iran reached a peace deal on Sunday, it is un
2026-06-20
boisedev.com
2026-06-20
BoiseDev
boisedev.com
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2026-06-20
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2026-06-20
GuruFocus
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2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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2026-06-20
news.google.com
2026-06-20
Seeking Alpha