Semiconductor News & Analysis Feed
377 articles
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia makes the computer chips that power artificial intelligence.
The chipmaker is doing well right now, but competition is fierce, and technology is changing rapidly.
This healthcare company is an industry leader, and every new product it sells comes with an annuity-like income stream.
10 stocks we like better than Intuitive Surgical ›
Nvidia(NASDAQ: NVDA) is at the forefront of
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia (NVDA) Stock Weighs AI Momentum Against Mixed Valuation Signals After 46% One-Year Gain
Bailey Pemberton
Sun, June 21, 2026 at 3:08 AM PDT 6 min read
NVDA
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With NVIDIA now trading at US$210.69, many
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Is Lattice Semiconductor (LSCC) Balancing Low‑Power AI Ambitions With Its Valuation And Profitability Pressures?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Lattice Semiconductor outlined its participation at the past FPGA Conference Europe, showcasing low-power FPGA advances in physical AI, advanced connectivity, security, an
2026-06-21
www.foreignpolicyjournal.com
2026-06-21
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has attracted renewed investor attention following a sustained period of share price strength across short and longer-term horizons.
The stock has posted an 11.65% return over the past 30 days, a 74.06% gain over the past 90 days, and a one-year total shareholder return of 52.57%.
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That combination of short and medium-term momentum has d
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
247wallst.com
2026-06-20
24/7 Wall St.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors are paying across the group cannot all be right at t
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
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Quick Read
Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-18
www.ad-hoc-news.de
2026-06-18
AD HOC NEWS
Infineons, Tailwinds
Infineon's AI Tailwinds vs. Valuation Headwinds: Stock Hovers at Crossroads
18.06.2026 - 13:34:30 | boerse-global.de
Infineon shares surged 5.65% after a dip, driven by AI demand signals from SK Hynix and BE Semiconductor, but remain below record highs as valuation and seasonal headwinds persist.
Infineons - Infineon's AI Tailwinds vs. Valuation Headwinds: Stock Hovers at Cr
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock Weighs AI Optimism Against Conflicting Valuation Signals
June 16, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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With NVIDIA stock on many watchlists, a key question for you is whether the current price reflects the value of its business or if expectations are running ahead of fundamentals.
The share price closed at
2026-06-16
www.msn.com
2026-06-16
MSN
Applied Materials (AMAT) traded at its highest valuation on record based on its price-to-sales ratio, according to a chart shared on X by Creative Planning's Charlie Bilello.
Bilello said on X that Applied Materials (AMAT) was trading at more than 16 times trailing 12-month sales, surpassing its previous peak valuation of roughly 15 times sales reached during the dot-com era in April 2000.
The c
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Qualcomm’s Reported Tenstorrent Talks Test Lofty Valuation And AI Ambitions
Simply Wall St
Mon, June 15, 2026 at 8:20 PM PDT 2 min read
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Qualcomm, ticker NasdaqGS:QCOM, is reportedly in talks to acquire AI chip startup Tenstorrent
2026-06-16
digitimes.com
2026-06-16
Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Informationreported, citing a person with direct knowledge of the deal. The two companies have discussed a price of US$8 billion to US$10 billion, the person said, a significant premium to Tenstorrent's last known valuation.
2026-06-16
simplywall.st
2026-06-16
simplywall.st
Germany/Semiconductors/XTRA:AIXA
AIXTRON (XTRA:AIXA) Stock Valuation After ROHM GaN Partnership And Strong AI Power Demand
June 16, 2026
Simply Wall St
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ROHM Semiconductor’s decision to deploy AIXTRON (XTRA:AIXA) G10-GaN equipment for in-house gallium nitride epitaxy puts fresh attention on the stock, as investors weigh what this partnership could mean for growth-focused power elec
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): valuation focus as chip cycle weighs on outlook
15.06.2026 - 21:36:21 | ad-hoc-news.de
Infineon Technologies shares remain in focus as investors weigh cyclical headwinds in semiconductors against the company’s positioning in power electronics and automotive chips.
Infineon, DE0006231004
Responsible: ad hoc news Markets & Valuati
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineons, Dresden
Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally
15.06.2026 - 16:15:05 | boerse-global.de
Infineon stock up 109% to €80; 34x P/E above historical peak. €5B Dresden fab opens July 2 – key test for AI demand amid China supply risks.
Infineons - Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally 15.06.2026 - Bild: üb
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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