Semiconductor News & Analysis Feed
5146 articles
2026-06-29
www.barrons.com
2026-06-29
Barron's
__fail__
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Synopsys, Inc. $SNPS Stock Position Decreased by Pictet Asset Management Holding SA
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA cut its Synopsys stake by 51.4% in the first quarter, selling 523,102 shares and ending with 494,584 shares worth about $196.1 million.
Wall Street remains mostly bullish on Synopsys, with analysts as
2026-06-29
moneymorning.com
2026-06-29
Money Morning
STOCKS
Micron Technology (MU) Is This Week's Stock of the Week — AI Memory Supercycle Hits Overdrive
Money Morning Team
June 29, 2026
BY THE NUMBERS
$41.46 billion — Micron's record fiscal Q3 2026 revenue. A year ago the same quarter brought in $9.30 billion.
$25.11 — Non-GAAP EPS, crushing the $20.20 estimate. That's a 24% beat on the bottom line alone.
84.9% — Gross margin in Q3. Management
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Ambarella (AMBA) Among Our High Growth Semiconductor Stocks, Here’s What Northland Securities Has to Say
Talha Qureshi
June 29, 2026 1 min read
AMBA
+1.75%
Trade AMBA on Coinbase
Trading disclosure
Ambarella, Inc. (NASDAQ:AMBA) is one of the High Growth Semiconductor Stocks to Buy Now. Ambarella, Inc. (NASDAQ:AMBA) has declined roughly 32% over the past month. However, the Street sees more than 5
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Apollon Wealth Management LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Apollon Wealth Management increased its stake in Taiwan Semiconductor Manufacturing by 5.0% in the first quarter, adding 1,764 shares to bring its total to 36,942 shares valued at about $12.5 million.
Several ot
2026-06-29
stocktwits.com
2026-06-29
Stocktwits
stocktwits.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a17407e2cccefeee
Performance and Security by Cloudflare
Privacy
2026-06-29
stockstory.org
2026-06-29
StockStory
__fail__
2026-06-29
www.weex.com
2026-06-29
WEEX
SK Hynix stock has had one of the more eventful weeks in its recent history, and today the story got bigger.
Samsung announced a 648 trillion won investment plan, approximately $480 billion in Korean semiconductor infrastructure, adding fuel to an already accelerating narrative around Korea's position at the center of the global AI memory supply chain. Combined with the broader government-backed
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Applied Materials Stock In Focus After Samsung And SK Hynix Spending Plans
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Samsung Electronics and SK Hynix just laid out plans to spend up to $1.3t over the next decade on semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, and the immediate share price reaction was r
2026-06-29
www.aol.com
2026-06-29
AOL.com
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by 2028
DAVE KOVALESKI, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 sto
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 stocks we like better than ASML ›
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorg
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorgan Chase, knocking on the door.
One of the next artificial intelligence (AI) stocks to reach $1 trillion in market cap should be the Dutch semiconductor company ASML (
ASML
+3.18%
).
Currently, ASML is the world's 20th-largest company, with a market cap of about $693 billion. B
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 15:28 PM
Generate Trading Ideas
powered by
Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 07:28 AM
Generate Trading Ideas
powered by
Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 08:58 AM
Generate Trading Ideas
powered by
Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
Jun 28, 2026, 23:28 PM
Generate Trading Ideas
powered by
Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix f