Semiconductor News & Analysis Feed
172 articles
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, 26 June 2026 at 6:15 am GMT-7 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stocks dropping more than 6% and Western Digital
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Semiconductors/NasdaqGS:ADI
AI Infrastructure Semiconductor Stocks Worth A Closer Look Right Now
June 26, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Semiconductor stocks are back in the spotlight after a sharp selloff in Asian tech, a 12% slide in SoftBank, and fresh worries about the rising cost of AI hardware and higher chip prices hitting companies like Apple
2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Semiconductors/NasdaqGS:SMTC
Micron Stock Volatility Puts These Semiconductor Stocks On Watchlists
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron Technology is back in the spotlight, with its upcoming earnings and new exposure through the leveraged Roundhill T-REX 2X Long DRAM Daily Target ETF putting fresh attention on semiconductor stocks. When tra
2026-06-24
www.mufgresearch.com
2026-06-24
MUFG Research
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Semiconductor Stocks See 'Rare Surge' As SOX Index Hits Dot-Com Bubble-Era Volatility Levels
Rishabh Mishra
Tue, June 23, 2026 at 12:09 AM PDT 3 min read
^SOX
-7.87%
SOXX
-7.88%
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Trading disclosure
The technology sector is experiencing an unprecedented "rare surge" as the semiconductor SOX index flashes urgent warning signs of "extreme volatility" matching the 2000 Dot-Com B
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
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
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We Find Risky
Weixin Lin
Fri, June 19, 2026 at 8:08 AM PDT 3 min read
NXPI
+3.18%
^GSPC
-0.37%
PHIA.AS
+0.77%
QRVO
+3.62%
QCOM
-1.86%
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Trading disclosure
3 Semiconductor Stocks We Find Risky
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more pow
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We’re Skeptical Of
Petr Huřťák
Fri, June 19, 2026 at 6:08 AM PDT 3 min read
TXN
+2.92%
^GSPC
-0.37%
PLAB
+1.28%
VSH
-0.97%
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Trading disclosure
3 Semiconductor Stocks We're Skeptical Of
Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it's
2026-06-19
stockstory.org
2026-06-19
StockStory
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2026-06-19
stockstory.org
2026-06-19
StockStory
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2026-06-18
news.google.com
2026-06-18
Yahoo Finance
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
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