Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

1396 articles
Trending Companies
NVIDIA161 TSMC76 Intel44 AMD37 Micron Technology37 SK Hynix37 ASML27 Micron26 Texas Instruments23 Apple20 Microsoft19 Samsung18 OpenAI17 Anthropic16 Meta16
Trending Technologies
EUV130 3nm108 AI48 HBM36 GPU33 DRAM29 AI chips28 2nm19 AI infrastructure14 CPU12 HBM412 AI data centers11 memory chips11 AI models10 data center10
2026-07-20
Micron Technology (NASDAQ:MU) falls 13% as market focuses on AI investment prospects - TechStock²
0.92
ts2.tech 2026-07-20 TechStock²
2026-07-19
ASML Stock: Margin Expansion Is Just Getting Started (NASDAQ:ASML) - Seeking Alpha
0.95
seekingalpha.com 2026-07-19 Seeking Alpha
2026-07-19
ASML Stock: Margin Expansion Is Just Getting Started (NASDAQ:ASML) - Seeking Alpha
0.92
seekingalpha.com 2026-07-19 Seeking Alpha
2026-07-19
SK hynix (KOSE:A000660) Joined The Nasdaq Composite, Does The Pullback Make It Cheap? - simplywall.st
0.92
simplywall.st 2026-07-19 simplywall.st
2026-07-19
NVIDIA (NASDAQ:NVDA) Shares Lead Chip Stocks Despite Nearly $200 Billion Market Value Loss - TechStock²
0.92
ts2.tech 2026-07-19 TechStock²
2026-07-19
Micron: This Is A Golden Opportunity (NASDAQ:MU) - Seeking Alpha
0.92
seekingalpha.com 2026-07-19 Seeking Alpha
2026-07-18
Palantir (NASDAQ: PLTR) CEO Alex Karp Names Nvidia, Micron, And SK Hynix As The Only True AI Infrastructure Winners - foreignpolicyjournal.com
0.95
www.foreignpolicyjournal.com 2026-07-18 foreignpolicyjournal.com
2026-07-18
Synopsys (NASDAQ:SNPS) loses $6.3 billion following Kimi K3 chip-design demonstration - TechStock²
0.95
ts2.tech 2026-07-18 TechStock²
2026-07-18
Palantir (NasdaqGS:PLTR) Teams Up With Nvidia On Sovereign AI For Governments - Yahoo Finance
0.75
finance.yahoo.com 2026-07-18 Yahoo Finance
2026-07-18
Nvidia: The AI Stack Is Changing (NASDAQ:NVDA) - Seeking Alpha
0.92
seekingalpha.com 2026-07-18 Seeking Alpha
2026-07-18
ASML Stock: Strong AI Demand Strengthens Buy Case (NASDAQ:ASML) - Seeking Alpha
0.85
seekingalpha.com 2026-07-18 Seeking Alpha
2026-07-18
ASML (NasdaqGS:ASML) Stock Could Stay Above Fair Value Following Raised 2026 Outlook - simplywall.st
0.88
simplywall.st 2026-07-18 simplywall.st
2026-07-18
SK hynix (NASDAQ:SKHY) Upgraded by Wall Street Zen to Strong-Buy Rating - MarketBeat
0.95
www.marketbeat.com 2026-07-18 MarketBeat
2026-07-18
David Sacks, Bill Ackman Sound the Alarm on China's Kimi K3 as Nvidia, Micron Slide - NVIDIA (NASDAQ:NVDA - Benzinga
0.92
www.benzinga.com 2026-07-18 Benzinga
2026-07-18
Cadence, Synopsys sink as Moonshot brings EDA disruption risks; BNP says buy the dip (CDNS:NASDAQ) - Seeking Alpha
0.95
seekingalpha.com 2026-07-18 Seeking Alpha
2026-07-18
The great disconnect between semiconductor earnings expectations and the sector’s performance (SOXX:NASDAQ) - Seeking Alpha
0.92
seekingalpha.com 2026-07-18 Seeking Alpha
2026-07-18
QUICK SPARK: Micron, SanDisk Now Among Cheapest Nasdaq 100 Stocks - Benzinga
0.95
www.benzinga.com 2026-07-18 Benzinga
2026-07-18
Micron: Things Change (NASDAQ:MU) - Seeking Alpha
0.92
seekingalpha.com 2026-07-18 Seeking Alpha
2026-07-18
Synopsys (NASDAQ:SNPS) Stock Sinks as Kimi Chip Demo Tests the EDA Moat - TechStock²
0.92
ts2.tech 2026-07-18 TechStock²
2026-07-18
Cadence Design Systems (NASDAQ:CDNS) drops 10% as concerns around AI capital spending put premium valuation under pressure - TechStock²
0.85
ts2.tech 2026-07-18 TechStock²