Semiconductor News & Analysis Feed
124 articles
2026-06-29
www.trefis.com
2026-06-29
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2026-06-29
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2026-06-29
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2026-06-28
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2026-06-28
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2026-06-28
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2026-06-28
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2026-06-27
news.google.com
2026-06-27
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2026-06-26
news.google.com
2026-06-26
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2026-06-26
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2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun
2026-06-26
www.trefis.com
2026-06-26
Trefis
After A Large Run, Is Applied Materials Stock A Bet On AI’s Future or Yesterday’s News?
June 25th, 2026 by Trefis Team
-62.96%
Downside
668
Market
247
Trefis
AMAT
Applied Materials
The chip-equipment giant is at the center of an AI-fueled boom with unprecedented demand, but you’ll pay a steep premium for a stock whose biggest risk may be its own supply chain.
If you want to understand Applied Ma
2026-06-26
www.trefis.com
2026-06-26
Trefis
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
June 25th, 2026 by Trefis Team
+2.25%
Upside
196
Market
200
Trefis
NVDA
NVIDIA
While investors fixate on NVIDIA’s dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.
After a significant run, NVIDIA (NVDA) stock has cooled. Shares si
2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-24
www.trefis.com
2026-06-24
Trefis
Is Qualcomm Stock A Bet On AI’s Future Or A Hostage To The Smartphone’s Present?
June 24th, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
After a powerful run, the chipmaker is asking investors to look past today’s handset troubles toward a future in AI-powered cars and data centers.
Qualcomm (QCOM) has long been the engine inside the world’s smartphones, but after a s
2026-06-24
www.trefis.com
2026-06-24
Trefis
Micron Stock Is Cooling Off, But Its Business Is Running Hot
June 24th, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
The memory chip maker’s shares have pulled back, but its history of rewarding dip-buyers is hard to ignore.
Micron Technology (MU) finds itself in an enviable position. Management sees the company as one of the biggest beneficiaries of the AI bo
2026-06-23
www.trefis.com
2026-06-23
Trefis
Micron Earnings Have Never Looked Better. Start Worrying.
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology’s stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion – among the largest single-year gains in the company’s four-decade trading history. The rally is driven by surging dem
2026-06-23
www.trefis.com
2026-06-23
Trefis
Qualcomm’s AI Pivot: Smarter Than It Looks
June 23rd, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has spent decades refining low-power computing.
That expertise is increasingly relevant as AI sp
2026-06-23
www.trefis.com
2026-06-23
Trefis
Everyone Is Watching Applied Materials Stock's AI Boom. The Real Story Is in the Supply Chain.
The company is forecasting massive growth, but management has gone quiet on the one operational issue that's still deciding how fast they can actually run.
With its stock hitting all-time highs and soaring over 273.1% in the past year, Applied Materials (AMAT) seems to be the perfect story for the AI e
2026-06-23
www.trefis.com
2026-06-23
Trefis
How Will Micron Technology Stock React To Its Upcoming Earnings?
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology (NASDAQ:MU) is set to report its earnings on Wednesday, June 24, 2026. The company has $1.4 Tril in current market capitalization. Revenue over the last twelve months was $58 Bil, and it was operationally profitable with $28
2026-06-23
www.trefis.com
2026-06-23
Trefis
Own ON Semi For AI Power? NVIDIA Is Growing Faster And Costs Less.
June 23rd, 2026 by Trefis Team
ON
ON Semiconductor
For investors seeking exposure to the AI chip boom, NVIDIA’s proven hyper-growth surprisingly comes at a lower valuation than ON Semiconductor’s turnaround story.
If you own a semiconductor stock, you likely own it for one reason: the immense demand from the buildout of artificia
2026-06-23
www.trefis.com
2026-06-23
Trefis
NVIDIA Stock’s Next Big Move Might Not Involve A GPU
June 22nd, 2026 by Trefis Team
+0.06%
Upside
200
Market
200
Trefis
NVDA
NVIDIA
With all eyes on the company’s AI chip dominance, it’s quietly opening a massive new front in a market it has never touched before.
After a run that has seen NVIDIA (NVDA) stock gain more than forty-six percent over the past year, you might think the story is well u
2026-06-22
www.trefis.com
2026-06-22
Trefis
Texas Instruments vs NVIDIA: Which Stock Could Rally?
June 22nd, 2026 by Trefis Team
-23.68%
Downside
332
Market
254
Trefis
TXN
Texas Instruments
Texas Instruments surged 6.9% during the past day. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives y
2026-06-19
www.trefis.com
2026-06-19
Trefis
Is The AI Super-Cycle Real Enough To Bet On Micron Stock?
June 18th, 2026 by Trefis Team
-68.88%
Downside
1134
Market
353
Trefis
MU
Micron Technology
After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly broken the industry’s old boom-and-bust habits.
After gaining 53.1%, Micron Technolog