Semiconductor News & Analysis Feed
1814 articles
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Microsoft (
MSFT
1.43%
) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shri
2026-06-17
www.tipranks.com
2026-06-17
TipRanks
www.tipranks.com
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2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
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Earnings Analysis
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Micron: New Data Indicates Consensus Estimates Are Too Conservative (Earnings Preview)
Jun 17, 2026, 2:32 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
The Efficient Investor
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Micron is experiencing unprecedented demand for DRAM, NAND, HBM, and enterprise SSDs, driving record reven
2026-06-17
www.investing.com
2026-06-17
Investing.com
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2026-06-17
www.igorslab.de
2026-06-17
igor´sLAB
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SK hynix plans Nasdaq listing: HBM specialist aims to tap the AI boom directly on Wall Street
17. June 2026 06:00Samir Bashir
📖 Reading time: approx. 5 minutes · 922 words · 5,526 characters
Sometimes the state of a market can be seen in who suddenly no longer just wants to sell chips, but instead wants to move closer to Wall Street. According to Reuters reports, SK hynix is planning
2026-06-17
www.igorslab.de
2026-06-17
igor´sLAB
LATEST NEWS
SK hynix plans Nasdaq listing: HBM specialist aims to tap the AI boom directly on Wall Street
17. June 2026 06:00Samir Bashir
📖 Reading time: approx. 5 minutes · 922 words · 5,526 characters
Sometimes the state of a market can be seen in who suddenly no longer just wants to sell chips, but instead wants to move closer to Wall Street. According to Reuters reports, SK hynix is planning
2026-06-17
digitimes.com
2026-06-17
India-based Kaynes Technology is seeking outsourced automotive semiconductor orders in Japan, a move that could help establish a foothold for Indian backend chip manufacturing in a market long dominated by East Asia. Japanese partners are backing the effort, but the company still faces strict quality hurdles.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Elon Musk Just Delivered Fantastic News for ASML Stock Investors
Lee Samaha, The Motley Fool
Tue, June 16, 2026 at 1:39 PM PDT 3 min read
ASML.AS
+1.90%
SPCX
+4.83%
NVDA
-2.37%
TSLA
-1.58%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Tesla (NASDAQ: TSLA) and Space Exploration Technologies (NASDAQ: SPCX), or SpaceX, CEO Elon Musk recently addressed ASML (NASDAQ: ASML) employees during
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Tesla (
TSLA
1.55%
) and Space Exploration Technologies (
SPCX
+4.36%
), or SpaceX, CEO Elon Musk recently addressed ASML (
ASML
4.53%
) employees during a fireside chat with ASML CEO Christophe Fouquet at the European company's technology conference. It's an important development, as it further validates Musk's intent with the Terafab initiative and ASML's role in facilitating it.
Terafab and AS
2026-06-17
simplywall.st
2026-06-17
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK hynix (KOSE:A000660) Stock After Huge AI-Driven Rally Is There Still Value?
June 17, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether SK hynix stock still offers value after its strong run, the key is to look closely at what the current price suggests about the company.
Over recent periods, the share price has
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Is Applied Materials (AMAT) Quietly Recasting Its AI Moat With New Precision Chipmaking Tools?
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Applied Materials introduced two advanced chipmaking systems, Centris Spectral SiN ALD and Producer Selectra Mo Etch, aimed at improving precision processing in deep 3D logi
2026-06-17
news.google.com
2026-06-17
Investing.com
2026-06-17
www.investing.com
2026-06-17
Investing.com
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2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
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The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs.
Every AI server requires massive amounts of DRAM and high-bandwidth memory (HBM), and sup
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street
Rich Duprey
Tue, June 16, 2026 at 8:56 AM PDT 4 min read
MU
-6.18%
NVDA
-2.37%
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Trading disclosure
Quick Read
Micron's 811% run doesn't signal the end, as TD Cowen, Cantor Fitzgerald, and Susquehanna all see significant upside remaining, with price targets ranging from $1,500 to $1
2026-06-16
www.investing.com
2026-06-16
Investing.com
www.investing.com
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2026-06-16
www.investing.com
2026-06-16
Investing.com
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
Zacks Equity Research
Tue, June 16, 2026 at 6:30 AM PDT 4 min read
2330.TW
-1.25%
TSM
-3.53%
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Trading disclosure
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-fir
2026-06-16
ca.investing.com
2026-06-16
Investing.com Canada
ca.investing.com
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2026-06-16
www.investing.com
2026-06-16
Investing.com
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