Semiconductor News & Analysis Feed
653 articles
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?
David Moadel
Wed, July 8, 2026 at 11:55 AM PDT 4 min read
MU
+4.92%
AMAT
+3.53%
SNDK
+5.01%
WDC
+1.40%
STX
+2.05%
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Quick Read
Micron (MU) wins on valuation and growth, trading at 6x forward earnings with a $1,486 analyst target after a 22% pullback.
West
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Susquehanna Raises Price Target on Applied Materials, Inc. (AMAT)
Fatima Gulzar
Wed, July 8, 2026 at 11:48 AM PDT 1 min read
AMAT
+3.53%
EL.PA
-0.55%
META
+0.66%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026.
On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Material
2026-07-08
digitimes.com
2026-07-08
As AI infrastructure chip orders flood in and TSMC runs near nonstop, academia has found it difficult to carry out industry-academia collaboration with the world's top foundry house. Taiwan's government-funded research institutes, including the National Institutes of Applied Research (NIAR) and Industrial Technology Research Institute (ITRI), are emerging as a better route for partnerships.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Applied Materials (AMAT) Dips More Than Broader Market: What You Should Know
Applied Materials (AMAT) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
July 7, 2026 3 min read
AMAT
+3.53%
^GSPC
+0.38%
^DJI
+0.02%
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Trading disclosure
Applied Materials (AMAT) ended the recent trading session at $554.50, demonstrating a -6.46% change from the pre
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
FormFactor, Penguin Solutions, Western Digital, Applied Materials, and KLA Corporation Shares Plummet, What You Need To Know
Jabin Bastian
July 7, 2026 3 min read
005930.KS
+3.34%
FORM
+5.47%
NVDA
+4.06%
PENG
+0.76%
WDC
+1.40%
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What Happened?
A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a t
2026-07-08
stockstory.org
2026-07-08
StockStory
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2026-07-08
www.tradingview.com
2026-07-08
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FormFactor, Penguin Solutions, Western Digital, Applied Materials, and KLA Corporation Shares Plummet, What You Need To Know
FormFactor, Penguin Solutions, Western Digital, Applied Materials, and KLA Corporation Shares Plummet, What You Need To Know
2 min read
FORM
+8.36%
PENG
+8.54%
WDC
+6.69%
AMAT
+3.97%
What Happened?
A number of stocks fell in the morning session after S
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (NVDA) Following Russell Reshuffle And AI Demand Narrative Looks Close To Fair Value
July 07, 2026
Simply Wall St
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Applied Materials (AMAT) has been reshuffled across Russell indices, added to the Russell Top 50 Index while dropped from several Russell value and value defensive benchmarks, raising fresh questions about ho
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
David Moadel
Tue, July 7, 2026 at 7:27 AM PDT 4 min read
AMD
+5.64%
INTC
+1.95%
^DJI
+0.37%
AMAT
+5.05%
005930.KS
+0.18%
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Samsung's record $58B quarterly profit still triggered a chip selloff, sinking Intel and Applied Materials each 10% and pushing
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too
2026-07-07
digitimes.com
2026-07-07
The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy
2026-07-07
digitimes.com
2026-07-07
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip
2026-07-07
eetimes.com
2026-07-07
News Desk
U.S. manufacturing expanded in June, but Middle East conflict impacted raw materials.
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
news.google.com
2026-07-07
IndexBox
2026-07-07
news.google.com
2026-07-07
IndexBox
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
Yahoo Finance