Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

20 articles
Trending Companies
Infineon Technologies5 NVIDIA4 STMicroelectronics3 NXP3 Micron3 Texas Instruments2 Analog Devices2 TSMC2 Samsung2 Intel2 Synopsys2 Qualcomm2
Trending Technologies
MCU2 Power Management2 ARM Cortex-M2 DRAM2 Edge AI2 FPGA2 EDA2 Agentic AI2 Adreno GPU2 Adreno Neural Fusion2 Mixture of Experts (MoE)2 PSOC Control C31
2026-09-28
Samsung and SK Hynix Fell Over 5%. Here’s What Micron’s September 30 Report Must Show - TIKR.com
0.95
www.tikr.com 2026-09-28
2026-09-26
Nvidia Forecast: Vera Rubin Ramp and a $108 Billion Guide Set the Stage for 2027 - TIKR.com
0.95
www.tikr.com 2026-09-26
2026-09-26
Nvidia Forecast: Vera Rubin Ramp and a $108 Billion Guide Set the Stage for 2027 - TIKR.com
0.95
www.tikr.com 2026-09-26
2026-09-26
Nvidia Stock Is Up 19% in 2026. Time to Sell or Load Up? - TIKR.com
0.7
www.tikr.com 2026-09-26
2026-09-25
Cadence Says Its New AI Agent Cut Chip Area 24% vs. General AI Models. Here’s Where the Stock Could Go - TIKR.com
0.88
www.tikr.com 2026-09-25
2026-09-22
TSMC Spent $15.59 Billion on CapEx in a Single Quarter, 42% More Than the Quarter Before. Here’s What It Means For the Stock. - TIKR.com
0.95
www.tikr.com 2026-09-22
2026-09-22
Qualcomm Stock Jumped 9% on Monday. Can It Bring More Meaningful Upside in 2026? - TIKR.com
0.65
www.tikr.com 2026-09-22
Qualcomm's 9% single-day surge to $194 on September 21 was not a broad semiconductor rally but a surgical re-rating of its AI data center narrative. The catalyst—a die-to-die optical interconnect demonstration co-developed with Lumentum and Corning—signals Qualcomm's strategic pivot from a handset-c
QualcommAI Data CenterOptical InterconnectDie-to-DieSemiconductorStock AnalysisAnalyst RatingsAI Infrastructure
2026-09-22
Applied Materials Stock Jumped Nearly 7% in a Chip-Equipment Rally. Its $5 Billion India Plan Is the Longer Story - TIKR.com
0.95
news.google.com 2026-09-22
2026-09-18
SK Hynix Negotiates Landmark Memory Chip Manufacturing Deal With Intel - TIKR.com
0.95
www.tikr.com 2026-09-18
2026-09-17
ON Semiconductor Stock Fell 9% After Its Analyst Day. Here’s Where the Stock Could Go in 2026 - TIKR.com
0.92
www.tikr.com 2026-09-17
2026-09-16
Nvidia CEO Jensen Huang Slams Proposed AI Antitrust Exemptions and Slowdown Plans - tikr.com
0.8
www.tikr.com 2026-09-16
2026-09-15
ASML Stock Fell 7% in a Day on AI Slowdown Fears. Here’s Where the Stock Could Go - TIKR.com
0.92
www.tikr.com 2026-09-15
2026-09-15
Qualcomm Has an Up-to-$60 Billion Deal With Amazon. Here’s What It Could Mean for the Stock. - TIKR.com
0.65
news.google.com 2026-09-15
2026-09-13
ON Semiconductor Stock Jumped Nearly 9% in a Day. Here’s Where the Stock Could Go in 2026 - TIKR.com
0.92
www.tikr.com 2026-09-13
2026-09-10
Applied Materials Stock Is Still 36% Off Its High. Its CFO Just Spent a Conference Explaining Why That Gap Should Close - TIKR.com
0.92
www.tikr.com 2026-09-10
2026-09-09
Rigetti Stock Gains After Securing $100 Million in CHIPS Act Funding - TIKR.com
0.85
www.tikr.com 2026-09-09
2026-09-08
Up Nearly 40% in the Last 12 Months, Can Texas Instruments Stock Keep Climbing Through 2028? - TIKR.com
0.92
www.tikr.com 2026-09-08
2026-09-08
Qualcomm Stock Is Up 15% in a Month. The Data Center Story Is Why It Can Keep Going - TIKR.com
0.88
www.tikr.com 2026-09-08
2026-09-08
The Business Worry That Sank Synopsys Stock Just Reversed. The Stock Is Still Near 52-Week Lows - TIKR.com
0.75
www.tikr.com 2026-09-08
2026-09-05
KLA Corporation Stock Surge 7% As Semiconductor Equipment Sector Rallies - TIKR.com
0.75
www.tikr.com 2026-09-05
KLA Corporation's stock surged nearly 7% as the semiconductor equipment sector rallied, despite broader market declines. The move reflects a sector-wide recovery after weeks of selling, with KLA benefiting from its leadership in process control technology, especially amid increasing demand for AI-re
Semiconductor EquipmentKLA CorporationStock SurgeAI ChipsChip ManufacturingMarket RallySemiconductor IndustryChip Supply Chain