Semiconductor News & Analysis Feed
19 articles
2026-08-14
stockstotrade.com
2026-08-14
SK Hynix stock surged 9.03% on August 13, 2026, driven by optimism around NVIDIA's AI partnership and rumors of Temasek investment. Despite a $500B+ AI infrastructure deal between NVIDIA and SK Group, including SK Hynix, the stock dropped ~9% on the day due to profit-taking and AI valuation concerns
2026-08-12
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2026-08-12
2026-08-12
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2026-08-12
2026-08-06
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2026-08-06
2026-08-06
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2026-08-06
2026-08-05
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2026-08-05
On August 5, 2026, Micron Technology Inc. (MU) stock dropped by 2.26%, amid concerns over weakening demand for memory chips and pricing pressure. The stock had already experienced consecutive declines, signaling persistent selling in the memory and semiconductor sectors. During a broader chip sellof
2026-08-03
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2026-08-03
2026-07-31
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2026-07-31
SK Hynix (SKHY) stock experienced volatility following NVIDIA's announcement of a $500 billion AI infrastructure partnership. Despite signing long-term agreements for high-bandwidth memory supply and co-development with NVIDIA, as well as supporting a 2-gigawatt AI cloud buildout in South Korea, SKH
2026-07-30
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2026-07-30
2026-07-28
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2026-07-28
2026-07-15
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2026-07-15
2026-07-15
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2026-07-15
2026-07-08
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2026-07-08
AXTI (NASDAQ: AXTI) stock surged 7.93% on July 8, 2026, driven by positive semiconductor demand and long-term AI wafer contracts. The company's subsidiary, Beijing Tongmei Xtal Technology, signed a $25.4 million indium phosphide wafer supply agreement with Nanjing Casela Technologies through 2027, f
2026-07-07
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2026-07-07
2026-07-06
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2026-07-06
2026-06-19
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2026-06-19
Entegris Inc. (ENTG) stock surged 12.16% on June 18, 2026, driven by a cross-licensing agreement with JSR and Inpria that resolves patent disputes over EUV metal oxide resist technology. This deal positions Entegris as a key player in next-generation EUV photoresist materials and related filtration
2026-06-16
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2026-06-16
Wolfspeed Inc. (NYSE: WOLF) stock surged 14.65% amid strong investor optimism over its latest strategic developments in silicon carbide (SiC) technology. The company signed a memorandum of understanding with GE Aerospace to supply 10 kV SiC MOSFET die and co-develop high-voltage SiC power modules fo
2026-06-12
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2026-06-12
Entegris Inc. (ENTG) stock surged 11.38% on June 11, 2026, driven by a new cross-licensing agreement with JSR and Inpria that resolves patent disputes and enhances collaboration on EUV photoresist and filtration technologies for advanced AI chips. Mizuho raised its price target to $180 and maintaine
2026-06-11
stockstotrade.com
2026-06-11
On June 11, 2026, Intel's stock surged by 11.15% after reports that Google and NVIDIA turned to Intel as a backup manufacturer for advanced processors amid capacity constraints at TSMC. This development has sparked renewed investor interest in Intel's potential as a key player in the AI chip manufac