Semiconductor News & Analysis Feed
368 articles
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Invests $2.21 Million in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Goodman Advisory Group LLC initiated a new position in Synopsys during the first quarter, buying 5,576 shares valued at about $2.21 million.
Synopsys reported stronger-than-expected quarterly results, with EPS of $3.35 versus estimates of $3.15 a
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Goodman Advisory Group LLC cut its Taiwan Semiconductor Manufacturing stake by 12.9% in the first quarter, selling 4,433 shares and leaving it with 29,979 shares valued at about $10.13 million.
Analysts remai
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Makes New Investment in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Goodman Advisory Group LLC opened a new position in Texas Instruments during Q1, buying 10,510 shares valued at about $2.04 million.
Texas Instruments reported strong quarterly results, with earnings of $1.68 per share beating estim
2026-06-28
vietnamnet.vn
2026-06-28
Báo VietNamNet
As Vietnam strengthens its policy framework, legal foundation, national strategy and science and technology programs for the semiconductor industry, one question remains: how can the country move further up the global semiconductor value chain?
From a practical perspective, turning chip designs into fully manufactured integrated circuits still faces significant obstacles.
According to the Minist
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by AdvisorNet Financial Inc
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
AdvisorNet Financial trimmed its NVIDIA stake by 3.3% in the first quarter, selling 4,487 shares and leaving it with 130,947 shares valued at about $22.8 million.
Insider selling has also been notable, including director Stephen C. Neal and director John
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
__fail__
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
Explore stocks on Coinbase
Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
RFG Advisory LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
RFG Advisory LLC cut its Texas Instruments stake by 34.3% in the first quarter, selling 11,027 shares and leaving it with 21,139 shares valued at about $4.1 million.
Texas Instruments reported Q1 earnings of $1.68 per share, topping estim
2026-06-26
digitimes.com
2026-06-26
Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-26
digitimes.com
2026-06-26
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in visual sensing, smart technology, silicon carbide, and gallium nitride.
2026-06-25
www.advisorperspectives.com
2026-06-25
Advisor Perspectives
www.advisorperspectives.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a11522109dbe289a
Performance and Security by Cloudflare
Privacy
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
HOME>MARKET-COMMENTARY
MARKET-COMMENTARY
Let’s Pay a Visit to Micron’s Island
Micron’s earnings beat might just negate the bearish island patten that formed earlier this week. Here’s what to watch for.
Helene Meisler·Jun 25, 2026, 6:00 AM EDT
COMMENTS
You've reached your free article limit
You've read 1 of 1 free Pro articles.
REGISTER FREE TO READ MORE PRO ARTICLES
Unlock unlimited Pro acces
2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
digitimes.com
2026-06-25
Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Infineon Technologies (XTRA:IFX) Stock Sees Fair Value Lift As AI Power Demand Drives Revisions
Bailey Pemberton
Wed, June 24, 2026 at 3:18 PM PDT 3 min read
IFX.DE
-1.24%
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Analysts have lifted their central fair value estimate for Infineon Technologies from
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
/
Stock Story
/
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
3 min read
VSH
−5.72%
HIMX
−6.23%
MU
−0.31%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish re
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
MU
-2.86%
MSFT
-0.93%
NVDA
-1.14%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
With memory markets continuing to improve over the past
2026-06-24
www.marketbeat.com
2026-06-24
MarketBeat
WESPAC Advisors SoCal LLC Has $10.88 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 24, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
WESPAC Advisors SoCal LLC trimmed its NVIDIA stake by 5.1% in the first quarter, ending with 62,372 shares valued at about $10.88 million. NVIDIA still represented 2.3% of the firm’s portfolio and its 13th-largest position.
Wall St
2026-06-24
pulse.mk.co.kr
2026-06-24
매일경제
Jay Y. Lee, executive chairman of Samsung Electronics Co., visited the company’s semiconductor facility in Cheonan, South Chungcheong Province, on Tuesday, to personally inspect production operations for high-bandwidth memory (HBM), a key component in artificial intelligence (AI) computing systems.
According to industry sources, the visit marked Lee’s first trip to the Cheonan site since February