Semiconductor News & Analysis Feed
32 articles
2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
2026-07-06
digitimes.com
2026-07-06
Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.
2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-01
digitimes.com
2026-07-01
Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.
2026-06-29
www.aol.com
2026-06-29
AOL.com
Nvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?
HARSH CHAUHAN, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Nvidia's Vera Rubin processors could significantly increase the company's revenue and earnings once they launch this year.
Nvidia's stronger earnings growth and valuation suggest the stock could stage a bull run in the second half.
10 s
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
It has been a frustrating year for Nvidia (
NVDA
+0.38%
) investors, as the tech giant's shares have barely delivered any gains so far in 2026. The PHLX Semiconductor Sector index, for comparison, has registered remarkable gains of 79% this year.
However, it is difficult to justify Nvidia's underperformance in the first half of 2026. The company is on track to deliver better results this fiscal y
2026-06-21
uk.finance.yahoo.com
2026-06-21
Yahoo Finance UK
JPMorgan Sees Growing Fragility in Semiconductor Sector as Positioning Reaches Extremes
Fiona Craig
Sun, 21 June 2026 at 6:00 am GMT-7 1 min read
JPM
+1.92%
Semiconductor ©Adobe Stock Images
JPMorgan believes the semiconductor sector is becoming increasingly vulnerable to bouts of sharp volatility as investor positioning reaches elevated levels and valuations continue to stretch.
In a research n
2026-06-20
www.quiverquant.com
2026-06-20
Quiver Quantitative
AI Component Demand Surges: Social media discussions are centering on Vishay Intertechnology's exposure to high-growth areas like MLCCs used in AI servers, where analysts project more than 100 percent year-over-year expansion in total addressable market.
Semiconductor Setup Builds: Recent posts note the stock forming bases after strong prior moves, with traders watching for breakouts alongside pe
2026-06-19
moneymorning.com
2026-06-19
Money Morning
TECHNOLOGY
Intel Jumped 10% on an Apple Deal. Here's Why the Whole Semiconductor Sector Just Hit a Record.
Money Morning Team
June 19, 2026
Intel (INTC) surged 10.64% yesterday, closing at $133.99. That single-day move pushed the stock up more than 500% year-over-year. The catalyst: Trump announced on social media that Apple and Intel will partner to design and manufacture chips domestically in
2026-06-18
www.gasworld.com
2026-06-18
gasworld
© Rapidus
UK semiconductor sector grows 13.6% as UK, Japan sign chip deal
By Sophie Gregory
3 days ago
3 min read
Bookmark
The UK semiconductor sector has expanded by 13.6% over the past two years, adding 82 companies and pushing the total number of semiconductor businesses to 705, driving specialty gas demand to support production of advanced chips.
That’s according to the UK’s Department for S
2026-06-17
www.cheddar.com
2026-06-17
cheddar.com
Business, finance and tech news every weekday—straight to your inbox
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2026-06-17
www.cheddar.com
2026-06-17
cheddar.com
Business, finance and tech news every weekday—straight to your inbox
We won't sell or share your personal information to inform the ads you see. You may still see interest-based ads if your information is sold or shared by other companies or was sold or shared previously.
2026-06-15
www.investmentmonitor.ai
2026-06-15
Investment Monitor
Partner Content
Why the Austin region is becoming a magnet for the semiconductor sector
Once known primarily for software and consumer technology, the Austin region in Texas is emerging as one of the most important semiconductor hubs in the US. A combination of manufacturing investment, engineering talent and industry collaboration is helping to attract both established chipmakers and ambitious s
2026-06-13
www.moomoo.com
2026-06-13
Moomoo
__fail__
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock in last 5 days: -11%
$MU Share Price as of Jun. 11: $892
52-Week High: $1,089
$MU Stock Price Target: $811
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock dropped roughly 5% on Wednesday as a risk-off mood s
2026-06-09
digitimes.com
2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.
2026-06-09
www.investing.com
2026-06-09
Investing.com
www.investing.com
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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
2026-06-05
news.google.com
2026-06-05
Yahoo! Finance Canada