Semiconductor News & Analysis Feed

South Korea's stock market has been one of the world's hottest this year, but analysts at GlobalData.TS Lombard say investors should temper their expectations. Industry titans Samsung Electronics and SK Hynix have benefited from soaring prices caused by supply shortages. But the pace of price increases is easing and expanding Chinese capacity could intensify competition. In contrast, the researc

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Micron earnings beat fuels hopes for Tech rally rebound Yahoo Finance and Josh Lipton Thu, June 25, 2026 at 12:45 PM PDT NVDA -1.59% DELL -5.67% 0992.HK -5.09% MSFT -3.45% GOOGL -0.45% Explore stocks on Coinbase Trading disclosure TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broade

It's a volatile day on Wall Street after a short-lived tech rally soured and abruptly reversed course. Micron's stellar earnings report boosted the stock by nearly 20% and reignited the AI trade, helping the Nasdaq 100 jump 2% at Thursday's opening bell. But it wasn't to last. Just a half an hour into regular trading, the tech-heavy Nasdaq's gains reversed, dragged lower by Apple stock, which dr

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Semiconductor stocks surged Monday, powering the information technology sector (XLK) to the top of the S&P 500 (SP500) sector leaderboard as investors embraced a renewed appetite for growth-oriented assets following news of a peace agreement between the United States and Iran. The easing of geopolitical tensions helped fuel a broad risk-on rally across Wall Street, with chipmakers emerging as one

News / GuruFocus / TSMC and SoftBank Shares Jump as U.S.-Iran Peace Deal Ignites Tech Rally TSMC and SoftBank Shares Jump as U.S.-Iran Peace Deal Ignites Tech Rally Less than 1 min read 9984 +10.31% 2330 +2.81% SoftBank Group (SFTBY) and Taiwan Semiconductor Manufacturing Co (TSMC) led gains in Asian technology shares on Monday after investors welcomed news of a peace deal between the U.S. and Ir

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