Semiconductor News & Analysis Feed
35 articles
2026-07-12
www.fool.com
2026-07-12
The Motley Fool
2026-07-07
tomshardware.com
2026-07-07
Hassam Nasir
LG monitors apparently auto-install an app on your PC when you first connect them, all thanks to the Microsoft Store.
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
Micron, AI memory bets reportedly drive hedge fund Appaloosa's 32% H1 surge
Jul 07, 2026, 4:19 AM ETMicron Technology, Inc. (MU) StockNVDA, SSNLF, SNDK
, SKHY
By: Arundhati Sarkar, SA News Editor
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(2min)
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KanawatTH
David Tepper’s Appaloosa Management returned 32% in the first half of the year, fueled by bets on the high-flying memory-chip sector, according to a Bloomberg New
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The stock market is having a good year. The Nasdaq-100 technology index is up 17%, while the more diversified S&P 500 has gained 9%. But at the start of April, Roundhill Investments launched a new exchange-traded fund (ETF) that has already risen 121%.
It's called the Roundhill Memory ETF (
DRAM
+2.39%
), and as the name suggests, it exclusively invests in semiconductor companies that design, man
2026-07-05
news.google.com
2026-07-05
Yahoo Finance
2026-07-04
news.google.com
2026-07-04
The Motley Fool
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
There are currently seven companies with market caps of $2 trillion or more, but the accelerating demand for semiconductors is pushing new candidates to the fore. One prime example is Micron Technology (
MU
+1.11%
) -- and I'm convinced that the ongoing adoption of artificial intelligence (AI) will send this chip specialist to new heights. Micron is one of the world's leading providers of memory a
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
PC Components GPUs
Legacy Nvidia RTX 3060 12GB returns to retail five years after original launch, priced at $339 — resurrected GPU strategy that Jensen called a 'good idea' apparently comes to fruition
News
By Jeffrey Kampman
Published June 30, 2026
Ampere rides again for almost the same price as RTX 5060s
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-23
tomshardware.com
2026-06-23
Bruno Ferreira
LG's large OLED panels get Intertek certification for "perfect" color and brightness, showing a clear picture even with extreme ambient light.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Meet the Unstoppable Stock That Obliterated Nvidia, Broadcom, and Advanced Micro Devices (AMD) Over the Last 12 Months With a 670% Return
Anthony Di Pizio, The Motley Fool
Tue, June 23, 2026 at 2:44 AM PDT 5 min read
OPEN
-1.87%
NVDA
-4.13%
AVGO
-3.06%
AMD
-5.76%
Explore stocks on Coinbase
Trading disclosure
One year ago, Opendoor Technologies (NASDAQ: OPEN) stock was trading at just $0.51. Howev
2026-06-18
tomshardware.com
2026-06-18
Jowi Morales
The U.S. is apparently avoiding an escalation and prioritizing stability by keeping DeepSeek, CXMT, and other Chinese companies from the Entity List, at least for now.
2026-06-16
www.diesachsen.de
2026-06-16
Die Sachsen News
Dresden. While Intel’s billion-dollar project was quietly shelved in Magdeburg, Silicon Saxony is buzzing like never before: 82,500 people now work in Saxony’s microelectronics and software industry - 1,500 more than just a year ago. And now, of all times, on the cluster’s 25th anniversary, more than 2,000 representatives from 14 international delegations are traveling to Dresden to spend three da
2026-06-16
www.aol.com
2026-06-16
AOL.com
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
ALEX SIROIS
Updated Mon, June 15, 2026 at 11:48 PM GMT+8
0
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASML burned $3 billion in free cash flow in Q1 2026 while trading at 62x earnings with
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Every retail trader on social media is currently fixated on ASML Holding (NASDAQ:ASML | ASML Price Prediction), the Dutch lithography monopoly whose shares have ripped 138.9% over the past year on Elon Musk’s Terafab buzz and an AI capex narrative that refuses to quit. But here’s what you should actually be watching.
Video Muted
ASML now trades at 62x trailing earnings with a price-to-sales rati
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 6:25 AM PDT 3 min read
ASML.AS
-0.45%
NVDA
+3.49%
ASML
+2.45%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASM
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
Bet_Noire / Getty Images
Alex Sirois
Mon, June 8, 2026 at 7:56 AM PDT 3 min read
MRVL
+12.97%
TSM
+2.82%
NVDA
+1.34%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Marvell's GAAP net income cratered 81% year over year while 76% of its revenue comes from customers actively building silicon t
2026-05-28
news.google.com
2026-05-28
24/7 Wall St.
2026-05-28
news.google.com
2026-05-28
Yahoo Finance