Semiconductor News & Analysis Feed
11359 articles
2026-06-28
www.trefis.com
2026-06-28
Trefis
The Real Downturn Risk In ON Semiconductor Stock
June 28th, 2026 by Trefis Team
ON
ON Semiconductor
Its history in market shocks reveals a pattern of steep falls. The question is whether you can stomach the ride.
ON Semiconductor (ON) stock fell 23.7% in a single session on June 26, 2026, a sharp reminder of its volatility. The company makes essential semiconductors for the automotive and indust
2026-06-28
www.fxleaders.com
2026-06-28
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows
Bailey Pemberton
June 27, 2026 4 min read
IREN
+13.11%
MSFT
-0.96%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
IREN (NasdaqGS:IREN) has shifted its focus toward building large
2026-06-28
www.telegraphherald.com
2026-06-28
TelegraphHerald.com
The thrill of the (treasure) hunt: Vendor-marke…
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
D-Wave’s
,
CHIPS
D-Wave’s $100 Million CHIPS Act Boost Carries a Dilutive Sting as Quantum Supremacy Debate Rages
28.06.2026 - 07:52:53 | boerse-global.de
D-Wave shares slide 16% in 30 days amid $100M CHIPS Act dilution threat, scientific dispute over quantum supremacy, and a bifurcated commercial outlook with orders surging but revenue dropping 81%.
D-Wave’s - D-Wave Quantum 28.06.2026 - Bild: üb
2026-06-28
www.nvidia.com
2026-06-28
NVIDIA
Visit your regional NVIDIA website for local content, pricing and where to buy partners specific to your location.
Build AI factories optimized for lowest cost tokens per megawatt
AI-enhanced voice and video for next-level streams, videos, and calls
Architecture for data centers that transform data into intelligence
Build AI factories optimized for lowest cost tokens per megawatt
Leading plat
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys Cloud from Synopsys Inc. - AI EDA as a subscription service
28.06.2026 - 07:09:39 | ad-hoc-news.de
Synopsys Cloud wraps Synopsys design tools and AI assistants into a scalable, pay-as-you-go environment for chip design teams. This software offering helps shape the price of Synopsys Inc. shares (ISIN US8716071076).
Synopsys Inc., US8716071076
Reviewed: ad hoc
2026-06-28
www.scmp.com
2026-06-28
South China Morning Post
Semiconductors
TechTech War
As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC
Basic Semiconductor is the latest firm in the space to move forward with an IPO
2-MIN READ
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Make SCMP preferred on Google
Ann Caoin Shanghai
Published: 1:00pm, 28 Jun 2026
As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines
2026-06-28
www.indexbox.io
2026-06-28
IndexBox
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2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Applied Materials (AMAT) – Among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks
Published on June 28, 2026 at 12:10 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 26, Wells Fargo raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $740 from $715. It reiter
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Published on June 28, 2026 at 12:03 am by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 25, Deutsche Bank raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) to $1,550 from $1,500. It reiterated a Bu
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Vardah Gill
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen's Top 11 Dividend Stock Picks.
Why Micron Technology, Inc.'s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum
On June 25, Deutsch
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
Published on June 27, 2026 at 11:29 pm by VARDAH GILL in News
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QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Dividend Stocks to Buy for Passive Income.
On June 26, DZ Bank upgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Buy from Hold. It also assigned the stock a price target of
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA (NVDA) On Cooling Momentum And An AI Narrative That Still Looks Undervalued
June 28, 2026
Simply Wall St
Advertisement
How NVIDIA Stock Has Been Performing Recently
NVIDIA (NVDA) has drawn fresh attention after recent trading, with the stock down 1.6% over the past day and 8.6% over the past week. Shares also declined about 9% over the past month.
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
Vardah Gill
June 27, 2026 2 min read
QCOM
+5.80%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Dividend Stocks to Buy for Passive Income.
DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
On June 26, DZ Bank
2026-06-28
www.digitimes.com
2026-06-28
digitimes
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor...
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2026-06-28
www.koreatimes.co.kr
2026-06-28
The Korea Times
High-bandwidth memory chip manufactured by Korea's SK Hynix are displayed at the Reuters office in San Francisco, Calif., Jan. 13. Reuters-Yonhap
U.S. memory chip maker Micron’s strong earnings and rosy mid-term outlook are prompting expectations on the profitability of Samsung Electronics and SK hynix in the second quarter.
According to industry officials, Sunday, Samsung Electronics is expecte
2026-06-28
linuxgizmos.com
2026-06-28
LinuxGizmos.com
Olimex recently featured the WCH CH32V006EVT, a low-cost evaluation board for the RISC-V-based CH32V006K8U6 microcontroller. The board is designed around WCH’s CH32V006 family and provides a compact platform for experimenting with the QingKe V2C 32-bit RISC-V core, Zephyr support, and basic embedded development features.
The CH32V006K8U6 integrates a QingKe V2C processor using the RV32EmC instruc
2026-06-28
digitimes.com
2026-06-28
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Businessreported.