Semiconductor News & Analysis Feed

23091 articles
2026-06-13
finance.yahoo.com 2026-06-13 Yahoo Finance
Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy Alex Sirois Fri, June 12, 2026 at 10:19 AM PDT 4 min read ASML.AS +3.40% NVDA -0.03% SOXX +1.90% ASML -1.34% Explore stocks on Coinbase Trading disclosure Quick Read SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain
2026-06-13
news.google.com 2026-06-13 CNBC
2026-06-13
news.google.com 2026-06-13 24/7 Wall St.
2026-06-13
finance.yahoo.com 2026-06-13 Yahoo Finance
Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback Alex Sirois Fri, June 12, 2026 at 10:06 AM PDT 4 min read ORCL -1.28% MU -0.23% ORCL-PD -2.80% NVDA +0.08% Explore stocks on Coinbase Trading disclosure Quick Read Oracle dropped 22.1% after a record Q4 while FY27 guidance rose to $90 billion, creating a classic contrarian entry as forward estima
2026-06-13
www.investing.com 2026-06-13 Investing.com
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2026-06-13
www.ad-hoc-news.de 2026-06-13 AD HOC NEWS
Infineon, DE0006231004 Infineon Technologies Stock (DE0006231004): Goldman Sachs lifts price target on AI-chip tailwinds 12.06.2026 - 19:02:14 | ad-hoc-news.de Goldman Sachs has raised its Infineon Technologies price target to 88 euros and reiterated its Buy rating, citing stronger growth prospects from AI-related chips, while the stock trades in the high-70s euro range on Xetra. Infineon, DE000
2026-06-13
www.allaboutcircuits.com 2026-06-13 All About Circuits
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2026-06-13
247wallst.com 2026-06-13 24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. Video Muted NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally g
2026-06-13
finance.yahoo.com 2026-06-13 Yahoo Finance
Nvidia vs AMD: The Better AI Stock Is A Better Buy This June Vandita Jadeja Fri, June 12, 2026 at 9:53 AM PDT 3 min read NVDA +0.18% AMD +5.63% Explore stocks on Coinbase Trading disclosure Quick Read NVDA grows 85% yet trades at only 24x forward earnings, while AMD demands 68x despite slower growth and lower margins. AMD's 6 GW Meta deployment gives it a flagship hyperscaler commitment, but NVI
2026-06-13
www.cleanroomtechnology.com 2026-06-13 Cleanroom Technology
SpaceX has completed the largest stock market debut in history, raising $75bn and achieving a valuation of approximately $1.77 trillion, a move that has intensified attention on the future infrastructure needed to support AI, satellite communications and space-based manufacturing. The company, founded by Elon Musk, priced its shares at $135 each and sold more than 555 million shares in a public o
2026-06-13
news.google.com 2026-06-13 Fierce Healthcare
2026-06-13
www.msn.com 2026-06-13 MSN
By Heekyong Yang and Yantoultra Ngui SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks. The planned listing as early as August comes after a 230% surge in SK Hynix's share
2026-06-13
www.ad-hoc-news.de 2026-06-13 AD HOC NEWS
Siemens, Builds Siemens Builds Out Three Growth Engines: SiC Data Center Chips, Defence Software, and Digital Locomotives 12.06.2026 - 18:24:52 | boerse-global.de Siemens partners with Infineon on SiC circuit breakers for AI data centers, launches defence production centre, and transforms trains into software platforms, driving growth. Siemens - Siemens Builds Out Three Growth Engines: SiC Data
2026-06-13
news.google.com 2026-06-13 citybiz
2026-06-13
tomshardware.com 2026-06-13 Luke James
Nvidia has told Chinese clients that its Arm-based Vera server CPUs could be available as soon as August.
2026-06-13
www.tomshardware.com 2026-06-13 Tom's Hardware
PC Components CPUs Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August News By Luke James published 4 hours ago Chinese cloud firms are reportedly testing more than 300 Vera servers overseas. (Image credit: Getty / Patrick T Fallon) Share this article 1 Join the conversation Follow us Add us as a
2026-06-13
uk.finance.yahoo.com 2026-06-13 Yahoo Finance UK
Is Alpha and Omega Semiconductor Limited (AOSL) A Good Stock To Buy Now? Ricardo Pillai Fri, 12 June 2026 at 9:17 am GMT-7 3 min read AOSL +3.78% Is AOSL a good stock to buy? We came across a bullish thesis on Alpha and Omega Semiconductor Limited on r/AsymmetricStocks by Fluffy-Pineapple-143. In this article, we will summarize the bulls’ thesis on AOSL. Alpha and Omega Semiconductor Limited's sh
2026-06-13
www.cnbc.com 2026-06-13 CNBC
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2026-06-13
www.barchart.com 2026-06-13 Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale. What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-13
finance.yahoo.com 2026-06-13 Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades Simply Wall St Fri, June 12, 2026 at 9:14 AM PDT 3 min read MU -0.26% Trade MU on Coinbase Trading disclosure Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (MU) has been back in the spotlig