Semiconductor News & Analysis Feed
21933 articles
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for its partners.
Last fall, Nokia (
NOK
+3.65%
) inked a $1 billion partnership to develop an AI-enabled cellular phone network, called AI RAN, or radio access network. It will essentially result in the upgrade to 6G communicati
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Why Wall Street thinks US memory maker Micron is the next Nvidia
BEIJING, CHINA - JULY 20, 2025 - Modules with packaged memory chips displayed at Micron's booth at the 3rd China International Supply Chain Expo in Beijing, China on July 20, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images) | Image Credits:CFOTO/Future Publishing / Getty Images
Kirsten Korosec
June 28, 2026 3
2026-06-28
techcrunch.com
2026-06-28
TechCrunch
Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street’s heart. Whether the love affair endures will heavily depend on how long the AI-driven supply crunch for memory chips lasts.
Micron promises that it has shored up its position for the long term, which would allow it to withstand a sudden drop in demand or overcapacity of supply. And Wall Street has become a believer, helpi
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Takeaways for Synopsys Stock as of June 2026
Analysts rate Synopsys stock 13 buys, 6 holds, and 1 underperform, with a mean target of $564, implying around 24% upside from the current price of $454.
TIKR’s mid-case model values Synopsys at around $827 by October 2030, implying around 82% total return, or roughly 15% annualized.
Synopsys stock looks undervalued at current levels, with EBITDA ma
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Micron Technology set to surpass all US companies in profitability except Nvidia and Google
A memory chip maker just posted an 84.9% gross margin, and the AI boom deserves most of the credit
2026-06-28
www.reuters.com
2026-06-28
Reuters
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2026-06-28
www.thelec.net
2026-06-28
thelec.net
Artist's rendering of the SK hynix Yongin Semiconductor Cluster. (Source: SK ecoplant)
TEMC CNS has begun supplying Central Chemical Supply Systems (CCSS) to SK hynix, indicating that construction of the chipmaker's first fabrication plant (fab) at its Yongin Semiconductor Cluster has been completed and the project has entered the cleanroom installation phase.
TEMC CNS said on June 26 that it ha
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Australia's Firmus Technologies strikes AI access deal with Nvidia
FILE PHOTO: Illustration shows NVIDIA logo · Reuters
Scott Murdoch
June 28, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
By Scott Murdoch
SYDNEY, June 29 (Reuters) - Australian AI infrastructure company Firmus Technologies said on Monday it had signed a strategic partnership with Nvidia Corp to help pr
2026-06-28
www.bloomberg.com
2026-06-28
Bloomberg.com
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2026-06-28
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2026-06-28
How-To Geek
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Q3 Results Proved That the Stars Are Aligned for Micron Stock
Pathikrit Bose
June 28, 2026 7 min read
MU
+0.94%
GOOGL
+1.82%
NVDA
+0.37%
SPCX
-0.98%
Explore stocks on Coinbase
Trading disclosure
In different points of the market, investors find their new favorites. While in recent years it has been Nvidia (NVDA) or Alphabet (GOOGL) (GOOG), the wider AI trade has anointed a new darling: Micron (MU
2026-06-28
www.theinformation.com
2026-06-28
The Information
How Small Firms Use Claude to Quit Salesforce
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2026-06-28
www.marketwatch.com
2026-06-28
MarketWatch
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2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $626.84
Target Price (Mid): ~$760
Street Target: ~$550
Potential Total Return: ~21%
Annualized IRR: ~4.5% / year
Earnings Reaction: -0.89% (May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials (AMAT) just did something its shareholder
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
ASML (ENXTAM:ASML) Stock Is Getting A New Label In The AI Chip Race
Bailey Pemberton
28 June 2026 4 min read
ASML.AS
-0.37%
ASML
+3.15%
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
ASML Holding is being widely described as the "New OPEC" of chips, reflecting its central role in supplying critical lithography tools for advanced
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Micron smashed expectations, and it couldn't have gone much better for investors who are bullish on memory stocks.
Multiple memory companies are shifting to multiyear contracts with tech giants to secure meaningful revenue visibility.
As companies continue to deliver superb results, it will increase the price of memory chips and reduce the likelihood of a future supply glut.
10 stoc