Semiconductor News & Analysis Feed
5266 articles
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Infineons, Dresden
Infineon's Dresden Fab Inauguration Three Months Early Bolsters AI Pipeline as Stock Takes a Breather
16.06.2026 - 22:34:36 | boerse-global.de
Infineon stock pulls back from 108% YTD gain as €5B Dresden fab starts early 2026; Goldman Sachs raises target to €88, citing AI chip demand.
Infineons - Infineon's Dresden Fab Inauguration Three Months Early Bolsters AI Pipeline as Sto
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
news.google.com
2026-06-17
Yahoo Finance
2026-06-17
stockstory.org
2026-06-17
StockStory
__fail__
2026-06-17
www.msn.com
2026-06-17
MSN
What Happened?
A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally.
Bank of America's fund manager survey, released in the morning, showed that 80% of respondents viewed semiconductors as the most crowded trade, the highest reading in the survey's history. When that many professi
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally.
Bank of America's fund manager survey, released in the morning, showed that 80% of respondents viewed semiconductors as the most crowded trade, the highest reading in the survey's history. When that many professional investors
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
www.tradingview.com
2026-06-17
TradingView
News
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GuruFocus
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Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Less than 1 min read
MU
−6.18%
Micron Technology
MU
looked set to extend its run after another record close and a fresh wave of Wall Street optimism around memory-chip demand tied to artificial intelligence.
Shares were closed on Monday at $1,087.99, a new hi
2026-06-17
www.thestreet.com
2026-06-17
thestreet.com
__fail__
2026-06-17
www.aol.com
2026-06-17
AOL.com
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
MANALI PRADHAN, CFA, THE MOTLEY FOOL
Wed, June 17, 2026 at 2:17 AM GMT+8
0
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company's high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo's fiscal 2027 outlook remains strong, but its ri
2026-06-17
www.barchart.com
2026-06-17
Barchart.com
Close- up of computer chip with AI sign by YAKOBCHUK V via Shutterstock
The artificial intelligence boom has created a bottleneck few investors anticipated. GPUs get the headlines, but memory has become the fuel powering the entire AI ecosystem. Every new AI server requires dramatically more high-bandwidth memory (HBM), DRAM, and advanced storage than previous generations. At the same time, suppl
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company’s high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo’s fiscal 2027 outlook remains strong, but its rich valuation and customer concentration make it a high-risk AI stock.
10 stocks we like better than Credo Technology Group ›
Chip designers Nvidi
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
Manali Pradhan, CFA, The Motley Fool
Tue, June 16, 2026 at 11:17 AM PDT 4 min read
NVDA
-2.37%
CRDO
-7.80%
AVGO
-4.37%
Explore stocks on Coinbase
Trading disclosure
Chip designers Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure bui
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Chip designers Nvidia (
NVDA
2.16%
) and Broadcom (
AVGO
4.24%
) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure build-out. Yet in 2026, a much smaller semiconductor company, Credo Technology (
CRDO
7.80%
), is leaving both behind in share price gains.
Image source: Getty Images.
Shares of Credo are up about 74% year to date as of June 13, while Nvi
2026-06-17
www.tradingview.com
2026-06-17
TradingView
News
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Zacks
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ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
4 min read
ASML
+2.26%
Shares of ASML Holding ASML have gained 36.3% in the past three months, outperforming the industry, its sector as well as the Zacks S&P 500 composite in the same time frame. ASML shares are trading at a discount to their 52-week high.
ASM
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
Tanuka De
Tue, June 16, 2026 at 10:45 AM PDT 4 min read
ASML.AS
+2.49%
^GSPC
-0.57%
AMAT
-3.00%
ASML
-4.69%
KLAC
-7.44%
Explore stocks on Coinbase
Trading disclosure
Shares of ASML Holding ASML have gained 36.3% in the past three months, outperforming the industry, its sector as well as the Zacks S&P 500 composite in the same time frame
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
When a Sequoia Capital partner compares a freshly public stock to NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) three years ago, investors pay attention. That is exactly what Sean MacGuire did on CNBC this week, arguing that “SpaceX right now is more like Nvidia three years ago than Tesla.” He went further on his personal positioning, adding, “Me as an individual, I’m going to hold my shares foreve
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-17
www.marketscreener.com
2026-06-17
marketscreener.com
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