Semiconductor News & Analysis Feed
92 articles
2026-06-18
www.quiverquant.com
2026-06-18
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Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 -
Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni
2026-06-17
news.google.com
2026-06-17
Quiver Quantitative
2026-06-17
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2026-06-17
Quiver Quantitative
ASML Holding N.V. (ASML) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can expand EUV tool output more than previously modeled, improving the company’s medium-term revenue and margin runway. That theme has been reinforced by a wave of higher sell-side price targets and by ASML’s own strong 2026
2026-06-17
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2026-06-17
Quiver Quantitative
United Microelectronics Corporation (UMC) is down 6.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader pullback in semiconductor equities and risk appetite rather than a single UMC-specific negative announcement. This could be because investors are taking profits after a strong run in chip names, with macro-driv
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
onsemi (ON) is down 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader semiconductor pullback tied to shifting interest-rate expectations and profit-taking ahead of a key Federal Reserve policy window. In addition, onsemi’s recent convertible-notes financing could be contributing to near-term technical selling
2026-06-16
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2026-06-16
Quiver Quantitative
Buyback Momentum: Social media chatter highlights ASML's ongoing share repurchases as a positive signal, with investors noting that earlier buys at lower levels now appear advantageous following recent price gains.
Valuation Scrutiny: Participants debate the stock's forward earnings multiple amid AI enthusiasm, questioning whether the company's EUV technology leadership fully supports premium pri
2026-06-15
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2026-06-15
Quiver Quantitative
Earnings Anticipation Rises: Social media chatter centers on the upcoming fiscal third-quarter results due June 24, with many noting expectations for robust earnings growth tied to high-bandwidth memory demand from AI applications. Analysts' price targets remain elevated despite recent volatility.
Momentum and Overbought Signals: Observers point to the stock's extended upward trend and record RSI
2026-06-15
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2026-06-15
Quiver Quantitative
Supporting planned growth in InP silicon photonics technology
Resolving all prior IP disputes between the companies
CARDIFF, UK, and MIGDAL HAEMEK, Israel, June 15 2026
- IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of compound semiconductor wafer products and advanced material solutions, and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value anal
2026-06-15
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2026-06-15
Quiver Quantitative
NVIDIA Endorsement Fuels Buzz: Social media conversations center on Nebius following praise from NVIDIA's CEO at a recent industry event, underscoring the company's swift transition to AI-focused cloud operations and gigawatt-scale infrastructure.
Growth Projections Dominate: Participants point to Nebius's token optimization platform as a key differentiator, with forecasts suggesting substantial
2026-06-14
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2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-12
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2026-06-12
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Amkor Technology, Inc. (AMKR) is up 7.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The day’s specific catalyst is not clearly identifiable from widely circulated company news, but the move appears consistent with renewed optimism around Amkor’s advanced packaging roadmap and multi-year growth targets discussed recently. This could also be momentum tied
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-11
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2026-06-11
Quiver Quantitative
Semiconductor Rally Sparks Buzz: Social media users are noting Applied Materials' strong performance amid broader sector gains, with the stock climbing over 6% in recent trading. Analysts' bullish price targets, including 650 dollars from one firm, are generating excitement about potential valuation shifts.
Singapore Expansion Draws Attention: Discussions highlight the company's new facilities in
2026-06-10
www.quiverquant.com
2026-06-10
Quiver Quantitative
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indust
2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
ON Semiconductor (ON) is down 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed volatility across semiconductor and AI-adjacent stocks, with investors de-risking after a sharp late-week sector selloff driven by interest-rate worries and elevated expectations. In ON’s case, recent company updates (including a sizable convert
2026-06-09
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2026-06-09
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks driven primarily by a broad rebound in semiconductor stocks after a sharp late-week selloff, with Qualcomm participating in the risk-on rotation. Investors also appear to be looking ahead to Qualcomm’s June 24, 2026 Investor Day and its expanding data-center
2026-06-08
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2026-06-08
Quiver Quantitative
Applied Materials (AMAT) is up 6.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism around AI-driven semiconductor capital spending, reinforced by Applied Materials’ recently strong quarterly results and upbeat outlook. Another likely contributor is incremental bullishness from Wall Street research notes and price-tar
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
ASML Holding (ASML) is up 5.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can ramp shipments of EUV lithography tools faster than investors had been modeling, alongside multiple bullish analyst price-target increases. The broader AI-driven semiconductor-capex narrative has also been supportive, especial
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Valuation Scrutiny: Market participants are closely examining ASML Holding's elevated price-to-earnings ratio amid questions over long-term earnings growth in the semiconductor equipment sector. Some highlight that recent analyst commentary questions whether current multiples align with projected demand slowdowns for advanced lithography tools.
Record High Context: Shares reached new peaks recent
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Interactive simulation tool gives engineers visibility into device - level behavior and pairing trade - offs, accelerating power electronics design
SCOTTSDALE, Ariz., June 08, 2026 (GLOBE NEWSWIRE) -- Summary
The onsemi Elite Pairing Studio is an online design environment that simplifies pairing SiC MOSFETs and gate drivers for demanding power electronics applications, including AI data centers,