Semiconductor News & Analysis Feed
5231 articles
2026-06-21
www.foreignpolicyjournal.com
2026-06-21
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has attracted renewed investor attention following a sustained period of share price strength across short and longer-term horizons.
The stock has posted an 11.65% return over the past 30 days, a 74.06% gain over the past 90 days, and a one-year total shareholder return of 52.57%.
Submit a Press Release or News Tip
That combination of short and medium-term momentum has d
2026-06-21
news.google.com
2026-06-21
TradingKey
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems Stock - Long-term moat in AI design tools
20.06.2026 - 16:35:07 | ad-hoc-news.de
Cadence Design Systems stands at the center of the semiconductor design cycle as demand for AI and advanced chips grows. A long-term view of its business model, margins and competitive moat explains why Wall Street treats the stock as a core holding.
Cadenc
2026-06-20
ts2.tech
2026-06-20
TechStock²
20 JUNE 2026
AMS:ASML·SEMICONDUCTORS
3 MINS READ
DISPUTE OVER ASML CHINA EUV ORDERS PUTS U.S. EXPORT RULES TO THE TEST
BY IWONA MAJKOWSKA
AMSTERDAM, June 20, 2026, 16:02 CEST
Bloomberg said U.S. Commerce Secretary Howard Lutnick flagged to ASML that one of its main chipmaking machines might already be in China.
ASML said it has not shipped any extreme ultraviolet lithography machines or EUV-sp
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Elmos, DE0005677108
Elmos Semiconductor Stock - long-term strategy and automotive chip focus
20.06.2026 - 16:27:56 | ad-hoc-news.de
Elmos Semiconductor Stock is shaped by its niche in automotive mixed-signal chips and a long-term strategy centered on driver-assistance, comfort and safety electronics. On this quiet news day, the focus turns to its business model and positioning.
Elmos, DE00056771
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Stock Has The Rally Run 17% Ahead Of Fair Value?
June 20, 2026
Simply Wall St
Share
Copy Link
ON Semiconductor (ON) continues to attract investor attention after its recent trading sessions, with the stock last closing at $121.62 and showing sizeable total returns over the past year and longer horizons.
See our latest analysis for ON
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Applied Materials Inc (AMAT) opened up by 4.08%. The Technology Equipment sector is up by 5.07%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The upward movement in Applied Materials shares was primarily propelled by sector-wide momentum and a series of hig
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant upward surge, driven b
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
__fail__
2026-06-20
www.msn.com
2026-06-20
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
ON Semiconductor (ON) Stock Could Be 17% Overvalued After Its Recent Run
Simply Wall St
Sat, 20 June 2026 at 3:13 am GMT-7 3 min read
ON
+8.16%
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
ON Semiconductor (ON) has attracted fresh attention after its recent share perform
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Prediction: This Will Be Nvidia's Stock Price in 2030
Keithen Drury, The Motley Fool
Sat, June 20, 2026 at 2:20 AM PDT 5 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) may be the world's largest company by market value, but there is plenty of upside left in its stock. Most of Nvidia's gains will come from the enormous spending on data centers, and no compan
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Nvidia (
NVDA
1.13%
) may be the world's largest company by market value, but there is plenty of upside left in its stock. Most of Nvidia's gains will come from the enormous spending on data centers, and no company appears to be slowing down in that area anytime soon.
I think there's a huge amount of potential left in Nvidia's stock, and it may shock investors as to where I believe the stock pric