Semiconductor News & Analysis Feed
5157 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
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Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
stockstory.org
2026-06-26
StockStory
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2026-06-26
www.barchart.com
2026-06-26
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) just delivered one of the strongest quarters in its history. As hyperscalers and enterprises continue investing heavily in artificial intelligence (AI) infrastructure, demand for memory chips has surged. At the same time, supply remains constrained across the industry, which is pushing DRAM and NAND pricing high
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
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2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, 26 June 2026 at 6:15 am GMT-7 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stocks dropping more than 6% and Western Digital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, June 26, 2026 at 6:15 AM PDT 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
Explore stocks on Coinbase
Trading disclosure
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stoc
2026-06-26
www.weex.com
2026-06-26
WEEX
The AI memory crisis—driven by shortages in high-bandwidth memory (HBM) for data centers and premium mobile DRAM like LPDDR5X—has flipped the usual smartphone playbook. This article explains how tightening supply impacts Apple Stock versus Samsung, why memory pricing matters to margins, how AI phones and PCs change bill-of-materials (BOM) math, and what scenarios could play out through 2027. You’l
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Robust Q3 Results Raise Investor Attention on These 3 Stocks
Nalak Das
Fri, June 26, 2026 at 5:44 AM PDT 4 min read
MU
+0.79%
SNDK
+10.89%
STX
-0.36%
WDC
-2.02%
Explore stocks on Coinbase
Trading disclosure
On June 24, Micron Technology Inc. MU posted blockbuster third-quarter fiscal 2026 results, crushing all estimates. Micron has been benefiting tremendously from the enormous applicati
2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
1 Reason to Buy Nvidia Stock Right Now
Neil Patel, The Motley Fool
Fri, June 26, 2026 at 5:36 AM PDT 3 min read
NVDA
+2.63%
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Trading disclosure
Investors are now fully aware of just how successful Nvidia (NASDAQ: NVDA) has become. What was once an enterprise focused on PC gaming has become a dominant artificial intelligence (AI) business with a market capitalization of $4.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Investors are now fully aware of just how successful Nvidia (
NVDA
+2.66%
) has become. What was once an enterprise focused on PC gaming has become a dominant artificial intelligence (AI) business with a market capitalization of $4.8 trillion. This is the most valuable company on the face of the planet.
Despite trading 15.6% off their peak (as of June 23), Nvidia shares are up 6.7% so far in 2026
2026-06-26
www.marketwatch.com
2026-06-26
MarketWatch
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2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
qz.com
2026-06-26
qz.com
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ON Semiconductor agreed to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, the company's largest deal to date, as it looks to expand beyond power and sensing int
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
Benzinga
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2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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