Semiconductor News & Analysis Feed
16751 articles
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%
Trade NVIDIA on Coinbase
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
mobilesyrup.com
2026-06-20
MobileSyrup
The iPhone 18 Pro’s prices could go up this year, largely due to ongoing chip and memory shortages.
When speaking to The Wall Street Journal (WSJ), Apple CEO Tim Cook said that price hikes were “unavoidable,” and that “we’re doing our best to mitigate the huge increases that are being passed to us, and we’ve been trying to shield our customers from the increases, but the situation has become unsu
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.msn.com
2026-06-20
MSN
ASML has told Tom's Hardware that claims one of its extreme ultraviolet (EUV) lithography systems has ended up in China despite export restrictions is both inaccurate and damaging to its reputation. It follows a report that Commerce Secretary Howard Lutnick questions senior leadership, concerned that one of the machines had ended up in China in breach of export restrictions.
The company is refuti
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
www.tradingview.com
2026-06-20
TradingView
News
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GuruFocus
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ASML Faces Fresh China Export Scrutiny
ASML Faces Fresh China Export Scrutiny
Less than 1 min read
ASML
−0.02%
AAPL
−0.34%
ASML
−0.12%
ASML
ASML
is facing fresh U.S. scrutiny after a report said CommerceSecretary Howard Lutnick raised concerns that one of its top EUV chipmaking machines may have been diverted to China.
Bloomberg reported that Lutnick outlined the concerns in
2026-06-20
www.tradingview.com
2026-06-20
TradingView
News
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GuruFocus
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ASML Drops 2.7% as US Raises New China EUV Concerns
ASML Drops 2.7% as US Raises New China EUV Concerns
Less than 1 min read
ASML
−0.02%
ASML
−0.12%
ASML Holding
ASML
shares came under pressure in Amsterdam after US Commerce Secretary Howard Lutnick reportedly raised concerns with senior executives that one of the company's EUV lithography machines may have reached China desp
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%
Explore stocks on Coinbase
Trading disclosure
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.tradingkey.com
2026-06-20
TradingKey
Qualcomm Inc (QCOM) moved up by 6.17%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
Broad sector momentum and the upcoming June 24, 2026 Investor Day are the primary catalysts fueling Qualcomm's recent upward tr
2026-06-20
www.techspot.com
2026-06-20
TechSpot
INDUSTRY
ELECTRONICS
SEMICONDUCTOR
ASML
The Trump administration suspects an ASML chipmaking machine made it into China. ASML says that's impossible.
The Dutch chip equipment giant says it can track every EUV system in the world in real time
By Skye Jacobs June 19, 2026 at 12:15 PM 45 comments
Serving tech enthusiasts for over 25 years.
TechSpot means tech analysis and advice you can trust.
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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GuruFocus
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Nvidia Locks In $25B
Nvidia Locks In $25B
Less than 1 min read
NVDA
−0.97%
Nvidia (NVDA, Financials) is not slowing down. The company raised $25 billion through a large debt offering, with bonds that come due between 2028 and 2056.
For a business already producing huge cash flow, the move may seem surprising at first. But for investors, it looks more like a company giving itse
2026-06-20
www.tradingview.com
2026-06-20
TradingView
News
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GuruFocus
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ASML Draws Fresh China Scrutiny
ASML Draws Fresh China Scrutiny
Less than 1 min read
ASML
−0.12%
ASML Holding (ASML, Financials) is back in the middle of the chip trade dispute between the U.S. and China. According to Bloomberg, U.S. officials recently raised concerns with ASML about whether one of its advanced EUV chipmaking machines may have reached China despite export restr