Semiconductor News & Analysis Feed

653 articles
2026-06-30
finance.yahoo.com 2026-06-30 Yahoo Finance
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade Ghazal Ahmed June 30, 2026 1 min read AMAT -9.84% ASML.AS -7.17% LRCX -8.67% KLAC -8.71% NVDA -1.48% Explore stocks on Coinbase Trading disclosure Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Cantor Fitzgerald analyst C.J. Muse raised the
2026-06-30
www.thelec.net 2026-06-30 thelec.net
​Applied Materials’ enhanced Centura Prime Epi system (Photo=Applied Materials) ​Applied Materials has introduced six new semiconductor manufacturing systems for DRAM and advanced packaging, expanding its portfolio of 3D semiconductor equipment aimed at improving the performance and power efficiency of next-generation memory used in artificial intelligence (AI) processors. ​The company unveiled
2026-06-30
www.digitimes.com 2026-06-30 digitimes
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-06-30
techxplore.com 2026-06-30 Tech Xplore
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2026-06-30
digitimes.com 2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
www.investors.com 2026-06-30 Investor's Business Daily
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2026-06-30
www.marketwatch.com 2026-06-30 MarketWatch
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2026-06-30
finance.yahoo.com 2026-06-30 Yahoo Finance
Applied Materials Just Ripped 55% in a Month. Is It Time to Sell? David Moadel June 29, 2026 4 min read AMAT -1.70% NVDA +0.37% Explore stocks on Coinbase Trading disclosure Quick Read Applied Materials (AMAT) stock surged 173% year-to-date as KeyBanc raised its price target $200 to $750, citing a durable multi-year AI semiconductor equipment cycle. CEO Gary Dickerson sold 103,000 AMAT shares in
2026-06-30
247wallst.com 2026-06-30 24/7 Wall St.
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2026-06-30
www.benzinga.com 2026-06-30 Benzinga
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2026-06-30
news.google.com 2026-06-30 Investing.com
2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / Invezz / Applied Materials stock surges 10%: here's why Applied Materials stock surges 10%: here's why 2 min read AMAT −1.70% Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings. The move came as markets reassessed expectations around the semicon
2026-06-30
www.investors.com 2026-06-30 Investor's Business Daily
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2026-06-29
stocktwits.com 2026-06-29 Stocktwits
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2026-06-29
www.investing.com 2026-06-29 Investing.com
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2026-06-29
news.google.com 2026-06-29 marketscreener.com
2026-06-29
simplywall.st 2026-06-29 simplywall.st
United States/Semiconductors/NasdaqGS:INTC Applied Materials Stock In Focus After Samsung And SK Hynix Spending Plans June 29, 2026 Simply Wall St Reviewed by Sasha Jovanovic Samsung Electronics and SK Hynix just laid out plans to spend up to $1.3t over the next decade on semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, and the immediate share price reaction was r
2026-06-29
www.digitaltoday.co.kr 2026-06-29 디지털투데이
Industry Applied Materials expands packaging equipment lineup to boost HBM, chiplet yields AI Summary Applied Materials unveiled six new semiconductor manufacturing tools spanning advanced packaging and DRAM processes, the company said on Sunday. It said AI computing faces a “memory wall” as bandwidth and capacity lag growing model sizes and data throughput, driving demand for high-bandwidth memo
2026-06-29
digitimes.com 2026-06-29
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
2026-06-29
digitimes.com 2026-06-29
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo