Semiconductor News & Analysis Feed
335 articles
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Micron Technology, Inc.MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zacks Consensus Estimate for the top line is pegged at $34.8 billion, which implies year-over-year growth of 274.2%.
Micron Technology estimates adjusted earnings of $19.15 (+/-40 cents). The consensu
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Teradyne TER and Applied MaterialsAMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturing equipment used to fabricate advanced chips.
So, TER or AMAT — Which of these Semiconductor stocks has the greater upside potential? Let’s find out.
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management highlighted strong adoption of Treo across automotive, industrial and AI applications, with platform revenues rising more than 2.5 times sequentially.
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management highlighted strong adoption of Treo across automotive, industrial and AI applications, with platform revenues rising more than 2.5 times sequentially.
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Texas Instruments IncorporatedTXN and Lam Research CorporationLRCX are both important players in the semiconductor industry, but they operate in different parts of the supply chain. Texas Instruments focuses on analog and embedded chips used across industrial, automotive and data center applications, while Lam Research provides wafer fabrication equipment that enables chipmakers to manufacture adv
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Key Points
Nvidia and Micron are semiconductor companies whose chips are essential for artificial intelligence.
Nvidia's Grace Blackwell superchip is the fastest and most efficient AI accelerator on the market.
Micron is losing market share in NAND and DRAM memory to industry leaders Samsung and SK Hynix.
10 stocks we like better than Nvidia ›
To date, Nvidia(NASDAQ: NVDA) and Micron Technolo
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Chicago, IL – June 18, 2026 – Zacks Director of Research Sheraz Mian says, "Total Q2 earnings for the S&P 500 index are currently expected to be up +22.3% from the same period last year on +11.0% higher revenues."
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and foll
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand for advanced semiconductor manufacturing technologies.
AMAT’s semiconductor systems segment delivered record revenues of $5.97 billion during the second quarter of fiscal 202
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Texas Instruments Incorporated’s TXN long-term manufacturing expansion strategy is beginning to show meaningful benefits, raising the question of whether it can drive stronger profit margins in the years ahead. Unlike many semiconductor companies that rely heavily on third-party foundries, Texas Instruments has invested aggressively in its manufacturing network, particularly 300-millimeter wafer f
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Onto Innovation Inc.ONTO is capitalizing on rising advanced packaging demand by expanding its inspection and metrology portfolio, accelerating new product adoption and strengthening its position across high-performance AI compute applications. On the last earnings call, management highlighted that strong demand for AI compute is driving momentum across both front-end and advanced packaging, contri
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Onto Innovation Inc.ONTO is capitalizing on rising advanced packaging demand by expanding its inspection and metrology portfolio, accelerating new product adoption and strengthening its position across high-performance AI compute applications. On the last earnings call, management highlighted that strong demand for AI compute is driving momentum across both front-end and advanced packaging, contri
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Chicago, IL – June 17, 2026 – Stocks in this week’s article are Dell Technologies DELL, Hewlett Packard HPE and Taiwan Semiconductor TSM.
Wall Street rallied comfortably on June 15, 2026, with major indices like the Dow Jones Industrial Average hitting a record high, as global oil prices tumbled to a three-month low amid fresh hopes that a U.S.-Iran peace deal could end the ongoing energy supply
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
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
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Oppenheimer analyst Rick Schafer maintained a Buy rating on Nvidia on June 12 and set a price target of $265.00. The company’s shares closed last Friday at $205.19.
Schafer covers the Technology sector, focusing on stocks such as Marvell, Nvidia, and Semtech. According to TipRanks, Schafer has an average return of 34.3% and a 73.80% success rate on recommended stocks.
Currently, the analyst cons
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to