Semiconductor News & Analysis Feed
11359 articles
2026-06-28
www.bloomberg.com
2026-06-28
Bloomberg.com
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Get the most important global
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Q3 Results Proved That the Stars Are Aligned for Micron Stock
Pathikrit Bose
June 28, 2026 7 min read
MU
+0.94%
GOOGL
+1.82%
NVDA
+0.37%
SPCX
-0.98%
Explore stocks on Coinbase
Trading disclosure
In different points of the market, investors find their new favorites. While in recent years it has been Nvidia (NVDA) or Alphabet (GOOGL) (GOOG), the wider AI trade has anointed a new darling: Micron (MU
2026-06-28
www.theinformation.com
2026-06-28
The Information
How Small Firms Use Claude to Quit Salesforce
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2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $626.84
Target Price (Mid): ~$760
Street Target: ~$550
Potential Total Return: ~21%
Annualized IRR: ~4.5% / year
Earnings Reaction: -0.89% (May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials (AMAT) just did something its shareholder
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
ASML (ENXTAM:ASML) Stock Is Getting A New Label In The AI Chip Race
Bailey Pemberton
28 June 2026 4 min read
ASML.AS
-0.37%
ASML
+3.15%
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
ASML Holding is being widely described as the "New OPEC" of chips, reflecting its central role in supplying critical lithography tools for advanced
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Micron smashed expectations, and it couldn't have gone much better for investors who are bullish on memory stocks.
Multiple memory companies are shifting to multiyear contracts with tech giants to secure meaningful revenue visibility.
As companies continue to deliver superb results, it will increase the price of memory chips and reduce the likelihood of a future supply glut.
10 stoc
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
The AI Memory Supercycle Could Last Longer Than Investors Expect. That's Great News for Micron and Sandisk.
Marc Guberti, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
SNDK
-0.03%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
The latest earnings for Micron (NASDAQ: MU) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 re
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
KLA Corporation, US4824801009
KLA Corporation with strong HBM demand, shares supported by analyst optimism
28.06.2026 - 14:37:20 | ad-hoc-news.de
KLA Corporation benefits from robust demand in high bandwidth memory and advanced packaging, while analysts maintain a constructive view on the Nasdaq-100 listed semiconductor equipment group.
KLA Corporation, US4824801009
By Anna Wagner, Analysts & C
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
The Terk Box v1.1 looks like the closest DIY alternative to Valve's Steam Machine yet. 3D print source files are available.
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
The latest earnings for Micron (
MU
+1.18%
) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 results showed that the biggest bulls underestimated the growth of the memory industry and that the supercycle is still in its early stages.
Even though Micron, Sandisk (
SNDK
+0.10%
), and other memory companies have mostly gone parabolic over
2026-06-28
ktar.com
2026-06-28
KTAR News 92.3 FM
ARIZONA NEWS
Onsemi to acquire Synaptics in $7B all-stock deal to expand AI chip portfolio
Jun 28, 2026, 5:01 AM | Updated: 3:48 pm
0 seconds of 0 secondsVolume 0%
BY GARY J. BOULANGER/SILICON VALLEY BUSINESS JOURNAL
Scottsdale-based ON Semiconductor Corp., which operates as Onsemi, has agreed to acquire San Jose-based Synaptics Inc. in an all-stock deal with an enterprise value of $7 bi
2026-06-28
tomshardware.com
2026-06-28
Etiido Uko
Loongson has announced the 3C3000, a 16-core LoongArch server CPU with DDR4 ECC, 32 PCIe lanes, 40W typical power, and performance claimed to match the earlier 3C5000.
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for ON Semiconductor Stock
Price change for ON Semiconductor stock: -24%
$ON Share Price as of Jun. 26: $91
52-Week High: $135
$ON Stock Price Target: $114
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
ON Semiconductor (ON) stock is having its worst day since March 2020. The sharp drop came after the c
2026-06-28
www.eenewseurope.com
2026-06-28
eeNews Europe
Infineon Technologies has been selected by BRC Solar to supply CoolGaN transistors for its latest solar power optimizer. The devices enable panel-level maximum power-point tracking (MPPT), helping improve efficiency and power density in residential and commercial rooftop solar installations.
For eeNews Europe readers, the announcement highlights the continued adoption of gallium nitride (GaN) tec
2026-06-28
tomshardware.com
2026-06-28
Bruno Ferreira
Claude and other AI agents fooled into running malware with just a minimal GitHub repository — ask the bot to initialize the project and you get hacked
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Western Digital (WDC) Stock Rallies As Micron’s $100 Billion AI Deals Lift Storage Demand
Bailey Pemberton
June 28, 2026 3 min read
WDC
+7.14%
MU
+0.94%
Explore stocks on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Micron reported strong AI memory results and secured multi year AI memory contracts worth a
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $285.43
Target Price (Mid): ~$520
Street Target: ~$295
Potential Total Return: ~80%
Annualized IRR: ~14% / year
Earnings Reaction: 19.43% (April 22, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments (TXN) just got punished for something it
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
A Japanese capsule toy maker has announced an official collaboration with ASRock, Gigabyte, MSI, and Intel to make tiny PC components that buyers 'can assemble and play with.'
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Janney Montgomery Scott LLC Has $143.27 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC increased its stake in Taiwan Semiconductor Manufacturing by 10.7% in the first quarter, ending with 423,935 shares valued at about $143.27 million.
Analysts remain broadly bulli