Semiconductor News & Analysis Feed
204 articles
2026-06-04
www.digitimes.com
2026-06-04
digitimes
Andrea Gallo, CEO of RISC-V International, used his appearance at the MIPS Forum during Computex 2026 to declare that RISC-V has completed its transition from academic project to industrial standard — and that its dominance in physical AI is no longer a...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-03
news.bloomberglaw.com
2026-06-03
Bloomberg Law News
As state “anti-troll” statutes become more commonly used in patent disputes, courts need a jurisdictional rule that is clear and respects the difference between federal patent cases and state-law cases that simply have patents in them.
The US Court of Appeals for the Federal Circuit will hear arguments June 5 in Micron Technology, Inc. v. Netlist, Inc., which involves Micron’s claim that Netlist
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) stock has had a lackluster year by its standards. It's up about 13% so far, which would be OK in a normal year because the S&P 500 (
^GSPC
+0.13%
) typically averages about a 10% return in a year.
But this isn't a normal year. The S&P 500 is already up 11% so far, and the S&P 500 technology-only sector is up nearly 25%. With the average tech stock showing more than double Nv
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Aixtron’s, GaN
Aixtron’s GaN Dominance Fuels Record Orders, but a Top Shareholder Trims Ahead of the Q2 Verdict
02.06.2026 - 04:11:50 | boerse-global.de
Bank of America reduced its Aixtron stake from 5.47% to 3.05% near the stock's ten-year high. Despite strong AI-driven GaN orders and market leadership, revenue fell sharply and SiC segment struggles.
Aixtron’s GaN Dominance Fuels Record Orders,
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) shareholders have been rewarded with incredible returns over this year. If you invested $10,000 into Micron stock at the start of 2026, congratulations; that investment is now worth more than $30,000. But there could be even more in store for Micron in the coming weeks.
Micron announces its Q3 of fiscal year (FY) 2026 earnings on June 24 (encompassing the period en
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
Infineons, Record
Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory
01.06.2026 - 07:42:17 | boerse-global.de
Infineon shares hit €81.81, up 113.6% in 2026, driven by NVIDIA AI factory partnership, GaN patent win, and raised revenue forecast above €16 billion.
Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory -
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): focus on dividend and technical picture after recent insider activity
31.05.2026 - 15:01:07 | ad-hoc-news.de
Texas Instruments shares remain in focus on Nasdaq as investors digest the board’s latest quarterly dividend decision, recent insider transactions and a strong year-to-date performance driven by demand in semiconductor
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): NVIDIA AI server partnership and chart picture in focus
31.05.2026 - 14:58:41 | ad-hoc-news.de
Infineon Technologies shares on Xetra reacted to fresh news about a partnership in NVIDIA’s MGX AI server ecosystem, while investors also assess where the stock stands within its current 52-week trading range and key technical markers.
2026-05-31
www.aol.com
2026-05-31
AOL.com
Prediction: Here's How Much Micron Stock Will Be Worth in 2 Years
ADAM LEVY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:44 AM GMT+8
0
Key Points
Micron's earnings have soared as demand for memory chips far outstrips supply.
Micron and its competitors have big plans to build out more production capacity over the next two years.
The memory chip market is notoriously cyclical.
10 stocks we like bette
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron (
MU
+5.07%
) has been one of the biggest winners of the artificial intelligence (AI) megatrend. Demand for memory chips has soared as memory has proven to be one of the biggest bottlenecks controlling the pace of the AI infrastructure build-out. With demand for training and inference processing power rising, and with supplies from memory chipmakers limited, sellers such as Micron have enjo
2026-05-30
www.aol.com
2026-05-30
AOL.com
Prediction: After Micron and AMD, This Will Be the Next Tech Stock to Join the $1 Trillion Club
DANIEL FOELBER, THE MOTLEY FOOL
Sat, May 30, 2026 at 10:20 PM GMT+8
0
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing re
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be