Semiconductor News & Analysis Feed
11398 articles
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
Piper Sandler upgraded semiconductor design software maker Synopsys (NASDAQ: SNPS) to Overweight from Neutral, raising its price target to $550 from $450.
The brokerage cited improving prospects for Synopsys’ intellectual property business as Intel’s foundry ambitions continue to gain meaningful traction in the market.
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Sentiment around Intel’s 18A-P and future
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and CEO C.C. Wei is telling investors the company will “grow by above 30% in U.S. dollar terms” for full-year 2026.
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Shares are already up 44.32% year to date, closing at $436.39 after a 6.69%
2026-06-24
www.juve-patent.com
2026-06-24
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-24
www.tradingview.com
2026-06-24
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KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
5 min read
KLAC
−2.76%
AMAT
−1.62%
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA Corp
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 7:05 AM PDT 2 min read
AVGO
-0.02%
NVDA
-1.10%
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OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-24
www.accessnewswire.com
2026-06-24
ACCESS Newswire
"Vadzo's Falcon-521CRH S-Mount autofocus USB camera from Vadzo Imaging delivers motorized voice coil mechanism autofocus and 5MP color output on the Onsemi AR0521 BSI CMOS sensor over USB 3.2 Gen1 Type-C for document scanning, smart kiosk identity verification, OCR at variable working distances, biometric verification, digital onboarding and KYC document authentication, and barcode scanning across
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Published on June 24, 2026 at 9:47 am by GHAZAL AHMED in News
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Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price
2026-06-24
sherwood.news
2026-06-24
Sherwood News
A year ago, Micron’s monthly volumes on Robinhood were about 6% of Nvidia’s. Now, they’re running more than double that of the AI chip leader.
NvidiaNVDA $197.14 (-1.45%) might be the biggest stock in the world.
But for Robinhood’s retail traders, MicronMU $1,003.92 (-4.55%) has become the most important.
The memory chip specialist’s incredible run over the past month has made its shares a magn
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño
Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor
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Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off
Ghazal Ahmed
Wed, June 24, 2026 at 6:48 AM PDT 1 min read
NVDA
-1.15%
AVGO
-0.17%
MSFT
-1.27%
MU
-3.30%
AMD
-1.96%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
On June 23, Bernstein reiterates Nvidia and Broadcom as
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
MU
-2.86%
MSFT
-0.93%
NVDA
-1.14%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
With memory markets continuing to improve over the past
2026-06-24
www.tradingview.com
2026-06-24
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Anxious investors await Micron earnings as chip sector whipsaws
Anxious investors await Micron earnings as chip sector whipsaws
Refinitiv2 min read
MU
−4.82%
WMT
+0.19%
INTC
−2.61%
IXIC
−0.74%
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
INTC
-1.99%
MSFT
-1.37%
NVDA
-1.10%
2330.TW
-4.02%
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Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanc
2026-06-24
www.tradingview.com
2026-06-24
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Micron Faces Its AI Earnings Test
Micron Faces Its AI Earnings Test
Less than 1 min read
MU
−0.51%
Micron Technology (MU, Financials) goes into earnings with a lot riding on the report. The stock has already had a strong run, helped by demand for memory used in AI servers. That makes this quarter important. Investors want to know whether the business is still catching up to the
2026-06-24
www.tikr.com
2026-06-24
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $304.36
Target Price (Mid): ~$520
Street Target: ~$294
Potential Total Return: ~71%
Annualized IRR: ~13% / year
Earnings Reaction: +19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
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Texas Instrument
2026-06-24
solarbytes.info
2026-06-24
Solarbytes
AMERICA BYTES
Enphase unveils GaN-based IQ9N microinverters for US residential lineup
For US homeowners, Enphase has introduced IQ9N microinverters with 97.8% peak efficiency, all-AC rooftop architecture and panel-level system monitoring.
by
Karthik Srivasthav G
24 Jun 2026 19:04 IST
The product is backward compatible with IQ7, IQ8 and IQ Batteries for existing Enphase systems. Image Source: Enph
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Reuters
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Wall St subdued as tech steadies, Micron earnings in focus
IMPORTANT
Wall St subdued as tech steadies, Micron earnings in focus
RefinitivLess than 1 min read
SPX
−0.02%
IXIC
−0.17%
MU
−1.91%
DJI
+0.61%
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
Qualcomm
on Wednesday said it’s buying infrastructure startup Modular to boost its artificial intelligence software capabilities amid the data center build-out.
The deal will better position Qualcomm in the inference market and help companies run AI more efficiently.
“We believe the future belongs to developer-friendly, horizontal platforms that can run across diverse compute environments and g
2026-06-24
www.timothysykes.com
2026-06-24
timothysykes.com
Micron Technology Inc. jumps on stronger-than-expected memory chip demand outlook, and its stocks have been trading up by 3.43 percent
Live Update At 09:19:04 EDT: On Wednesday, June 24, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending up by 3.43%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
Micron Technology Inc. is tra
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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Micron Technology Forecast: Bearish Momentum Signals Are Emerging
Jun 24, 2026, 9:15 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock
MarketPulse by OANDA Group
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Summary
Micron remains one of the strongest AI winners of 2026 despite the recent semiconductor selloff.
The stock has surged 268% year-to-date