Semiconductor News & Analysis Feed
1148 articles
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 3:10 PM PDT 4 min read
MU
-6.18%
ORCL
-2.24%
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Quick Read
Memory margins historically collapse below 30% in downturns; Micron's current 74% gross margins and 760% one-year run signal a classic peak-cycle setup.
Oracle (ORCL) fell
2026-06-16
eetimes.com
2026-06-16
GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers.
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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Earnings Analysis
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Micron: Why Option Market Prices Key Risks Differently
Jun 15, 2026, 3:15 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockHXSCL, SSNLF, SSNHZ
Envision Research
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Micron Technology, Inc. faces extreme bearish positioning in the options market, with a put/call open interest rat
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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Earnings Analysis
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Micron Technology: Buy Ahead Of Earnings (Preview)
Jun 15, 2026, 2:45 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Nova Capital
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Micron Technology, Inc. remains a Buy as memory chip bottlenecks and robust pricing drive strong earnings momentum, with no near-term cycle downturn in sigh
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
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2026-06-15
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2026-06-15
stocktwits.com
2026-06-15
Stocktwits
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Nvidia Stock Gets Investors Talking After First Reported Bond Offering In 5 Years – Jim Cramer Raises This Interesting Question About Buyback
Arnab Paul
Mon, June 15, 2026 at 6:46 AM PDT 2 min read
NVDA
+3.56%
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Trading disclosure
The chipmaker is marketing investment-grade bonds with maturities ranging from two to 30 years.
The proceeds will be used for general corporate
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new high territory that really just didn’t stop at all. If you waited for confirmation, confirmation
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
seekingalpha.com
2026-06-15
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