Semiconductor News & Analysis Feed
77 articles
2026-06-10
www.trefis.com
2026-06-10
Trefis
Micron Stock And The Two-Year Sellout
June 9th, 2026 by Trefis Team
-62.82%
Downside
949
Market
353
Trefis
MU
Micron Technology
Before the memory chipmaker’s historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it ca
2026-06-10
www.trefis.com
2026-06-10
Trefis
Micron Stock And The Two-Year Sellout
June 9th, 2026 by Trefis Team
-62.82%
Downside
949
Market
353
Trefis
MU
Micron Technology
Before the memory chipmaker’s historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it ca
2026-06-09
www.trefis.com
2026-06-09
Trefis
What Lit a Fire Under Qualcomm Stock?
June 9th, 2026 by Trefis Team
-16.48%
Downside
218
Market
182
Trefis
QCOM
Qualcomm
The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board?
If you blinked, you might have missed it. Between March 10, 2026, and June 8, 2026, shares of Qualcomm (QCOM) quietly staged a monster rally, jumping 61.7%. For
2026-06-09
www.trefis.com
2026-06-09
Trefis
Before the memory chipmaker's historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it can feel like a lottery ticket you wish you’d bought. But sometimes, the story has little to do with a sudden stroke of luck. Inste
2026-06-09
www.trefis.com
2026-06-09
Trefis
Applied Materials Stock Is Defying the Downturn, But What Are You Actually Buying?
June 9th, 2026 by Trefis Team
-49.73%
Downside
492
Market
247
Trefis
AMAT
Applied Materials
The semiconductor giant is riding a powerful AI wave, but its long-term behavior suggests it amplifies your existing market exposure more than it diversifies it.
On its latest earnings call, Applied Materials (AMAT) announc
2026-06-09
www.trefis.com
2026-06-09
Trefis
The Tell-Tale Rally in Micron’s Stock
June 9th, 2026 by Trefis Team
-62.82%
Downside
949
Market
353
Trefis
MU
Micron Technology
The stock ignored its own good news last week, so what finally sent it flying? A deal for its biggest competitor.
If you were watching Micron Technology (MU) last week, you might be feeling a little dizzy.
On Friday, the company got the nod it was waiting for: confirma
2026-06-09
www.trefis.com
2026-06-09
Trefis
Applied Materials Stock Is Defying the Downturn, But What Are You Actually Buying?
The semiconductor giant is riding a powerful AI wave, but its long-term behavior suggests it amplifies your existing market exposure more than it diversifies it.
On its latest earnings call, Applied Materials (AMAT) announced it had delivered “record revenue and earnings, along with our highest gross margin in mor
2026-06-07
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2026-06-07
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