Semiconductor News & Analysis Feed
154 articles
2026-06-29
www.tikr.com
2026-06-29
TIKR.com
Key Takeaways:
Both Micron and SanDisk are signing long-term supply deals with AI customers worth tens of billions of dollars.
Micron makes a special type of memory chip that AI systems desperately need. SanDisk does not.
Analyst estimates suggest both stocks could double from here, but the paths and risks are very different.
Now Live: Discover how much upside your favorite stocks could have usin
2026-06-27
simplywall.st
2026-06-27
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK hynix (KOSE:A000660) Stock After 19% Monthly Jump Is There Still Upside
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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How SK hynix's Recent Run Shapes the Valuation Question
For investors trying to work out whether SK hynix still offers value after its strong share price run, the key question is how the current p
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
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Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Less than 1 min read
MU
+13.43%
According to estimates from 42 analysts, Micron Technology, Inc. stock's average price target has risen from $1150.51 to $1406.86, with forecasts ranging from $345 t
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-24
www.aol.com
2026-06-24
AOL.com
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
VANDITA JADEJA
Wed, June 24, 2026 at 10:59 PM GMT+8
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wellesenterprises / iStock Editorial via Getty Images
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QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus IoT gr
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
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Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.
Chris Neiger, The Motley Fool
Tue, June 23, 2026 at 6:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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There have been many artificial intelligence (AI) stock winners over the past few years, but Micron Technology (NASDAQ: MU) stands out even among some of t
2026-06-23
www.thedailyupside.com
2026-06-23
The Daily Upside
www.thedailyupside.com
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2026-06-23
www.aol.com
2026-06-23
AOL.com
Synopsys Eyes 23% Upside Despite Recent Pullback
VANDITA JADEJA
Tue, June 23, 2026 at 2:49 AM GMT+8
0
Quick Read
SNPS carries a 90% confidence BUY rating with a $561.40 price target, implying 23% upside from its current price of $455.51.
Despite Q2 revenue surging 42% YoY to $2.3B, SNPS has drifted 3% YTD, creating the fundamental disconnect driving the bullish call.
The $35B Ansys acquisition
2026-06-23
www.aol.com
2026-06-23
AOL.com
Synopsys Eyes 23% Upside Despite Recent Pullback
VANDITA JADEJA
Tue, June 23, 2026 at 2:49 AM GMT+8
0
Quick Read
SNPS carries a 90% confidence BUY rating with a $561.40 price target, implying 23% upside from its current price of $455.51.
Despite Q2 revenue surging 42% YoY to $2.3B, SNPS has drifted 3% YTD, creating the fundamental disconnect driving the bullish call.
The $35B Ansys acquisition
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) is one of the most strategically positioned software franchises in the AI-era semiconductor stack, and the recent pullback has reset the setup for investors evaluating the name.
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The 24/7 Wall St. price target for Synopsys is $561.40, implying 23.25% upside from $455.51. Our model classifies SNPS as a high-conviction setup, with 90% confi
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Synopsys Eyes 23% Upside Despite Recent Pullback
Vandita Jadeja
Mon, June 22, 2026 at 11:49 AM PDT 4 min read
SNPS
-0.66%
NVDA
-4.13%
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Quick Read
SNPS carries a 90% confidence BUY rating with a $561.40 price target, implying 23% upside from its current price of $455.51.
Despite Q2 revenue surging 42% YoY to $2.3B, SNPS has drifted 3% YTD, creating the
2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-21
investorplace.com
2026-06-21
InvestorPlace
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?
1d ago · By sdesimoni and Thomas Yeung
Source: shutterstock.com/ex_artist
Listen to the audio version of this article (generated by AI).
Tom Yeung here.
Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, sma
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%
Explore stocks on Coinbase
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
www.zacks.com
2026-06-20
Zacks Investment Research
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2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?
The primary thesis is that NVIDIA is the sole-source enabler of the AI industrial revolution. The adoption of its next-generation 'Blackwell' and 'Rubin' platform