Semiconductor News & Analysis Feed
2187 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
2330.TW
-2.09%
TSM
-1.90%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 16, Aletheia Capital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
MU
-3.89%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
NVDA
-1.59%
AVGO
-0.83%
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Trading disclosure
OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day
Jared Blikre
Fri, June 26, 2026 at 3:00 AM PDT 3 min read
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
NVDA
-1.59%
AMZN
-3.14%
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Trading disclosure
Micron's blowout earnings did not just revive the AI trade. They showed how expensive it is becoming.
The memory chipmaker is getting paid first because
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand
Ananya Gairola
Fri, June 26, 2026 at 2:46 AM PDT 6 min read
MU
-3.64%
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Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
AEM vs UMS vs Frencken: The Ultimate 2026 Singapore Semiconductor Showdown
AEM vs UMS vs Frencken
Wilson H.
Fri, 26 June 2026 at 2:30 am GMT-7 6 min read
E28.SI
-7.19%
558.SI
-7.72%
AWX.SI
-6.83%
The global semiconductor industry has been on fire over the last few years, thanks to cloud computing and the advent of artificial intelligence (AI), which are driving the need for advanced semiconductor
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL
Zacks Equity Research
Fri, June 26, 2026 at 2:28 AM PDT 5 min read
MU
-3.64%
NOVN.SW
-0.35%
QCOM
-0.44%
MUU
-7.14%
CHPX
-3.67%
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Trading disclosure
For Immediate Release
Chicago, IL – June 26, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Re
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances
Maham Fatima
Fri, June 26, 2026 at 1:04 AM PDT 1 min read
NVDA
-1.59%
AMZN
-3.14%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks for beginners to buy now. On June 23, NVIDIA and AWS partnered to simplify production-scale AI by enhancing compute
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Is Applied Materials (AMAT) Quietly Rewiring Its AI Moat With New DRAM And Packaging Tools?
Sasha Jovanovic
Thu, 25 June 2026 at 8:19 pm GMT-7 3 min read
AMAT
+13.42%
In recent days, Applied Materials introduced a new epitaxy system for DRAM, plus CMP, deposition and eBeam tools aimed at advanced 3D packaging and high-bandwidth memory to support next-generation AI chips.
This push ties front-end
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron (MU) Profit Soars 1,400%, Shares Rocket to Fresh High
Angelica Ballesteros
Thu, June 25, 2026 at 8:11 PM PDT 2 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 9 Stocks Winning by Double Digits.
Micron Technology soared to a new all-time high on Thursday, as investors gobbled up shares after reporting a stellar earnings performan
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Applied Materials (AMAT) Launches New Chipmaking Systems, Soars to All-Time High
Angelica Ballesteros
Thu, June 25, 2026 at 8:07 PM PDT 2 min read
AMAT
+13.42%
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Trading disclosure
Applied Materials Inc. (NASDAQ:AMAT) is one of the 9 Stocks Winning by Double Digits.
Applied Materials climbed to a new all-time high on Thursday, as investors cheered its launch of a lineup of c
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
QCOM
+3.84%
NVDA
-1.59%
INTC
+0.73%
AMD
+2.60%
AVGO
-0.83%
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Trading disclosure
Image from Pixabay
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Nvidia Stock So Cheap? This Is the Only Plausible Answer
Jeremy Bowman, The Motley Fool
Thu, June 25, 2026 at 6:50 PM PDT 5 min read
NVDA
-1.59%
MU
+15.81%
SNDK
+21.53%
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Trading disclosure
For much of the AI boom, Nvidia (NASDAQ: NVDA) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed t
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Micron (MU) Stock Soaring Today
Jabin Bastian
Thu, June 25, 2026 at 4:29 PM PDT 4 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Qualcomm (QCOM) Stock Is Up Today
Petr Huřťák
Thu, June 25, 2026 at 4:21 PM PDT 2 min read
QCOM
+3.84%
META
-2.68%
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Trading disclosure
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.3% in the morning session after the company announced an aggressive expansion into the AI data center market with ambitious long-term revenue targets during i
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Blowout Earnings Could Be Great News for Nvidia Investors
Daniel Sparks, The Motley Fool
Thu, June 25, 2026 at 4:03 PM PDT 4 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (NASDAQ: MU) just posted a quarter big enough to do exactly that -- and the read-through ma
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Thu, June 25, 2026 at 2:50 PM PDT 3 min read
CDNS
-1.12%
^GSPC
-0.01%
^DJI
+0.14%
^IXIC
-0.46%
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Trading disclosure
Cadence Design Systems (CDNS) closed the most recent trading day at
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi bets on physical AI with $7 billion Synaptics acquisition
Jaiveer Shekhawat
Thu, June 25, 2026 at 2:22 PM PDT 2 min read
SYNA
-3.49%
ON
+2.56%
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Trading disclosure
Investing.com -- Chipmaker onsemi will acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a deal aimed at expanding its presence in artificial intelligence-driven intellige
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Battle of the Artificial Intelligence (AI) Computing Companies: Is AMD, Broadcom, Nvidia, or Marvell the Best Stock to Buy Now?
Keithen Drury, The Motley Fool
Thu, June 25, 2026 at 1:37 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
AVGO
-0.83%
MRVL
+1.65%
Explore stocks on Coinbase
Trading disclosure
There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (NASDAQ: NVDA),