Semiconductor News & Analysis Feed
11469 articles
2026-06-17
www.tikr.com
2026-06-17
TIKR.com
Key Stats for Micron Technology Stock
Current Price: $1,097.78
Target Price (Mid): ~$1,670
Street Target: ~$850
Potential Total Return: ~54%
Annualized IRR: ~21% / year
Last Earnings Reaction: (3.78%)
Max Drawdown: (30.31%) on March 30, 2026
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Micron Technology (MU) h
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock's Data Center Engine Stalling, Or Just Drowned Out By AI?
Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.
With its stock up a staggering 785.1% over the last year, it’s clear Micron Technology (MU) is firing on all cylinders.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Is SpaceX Starting an Nvidia-Style Run?
Adria Cimino, The Motley Fool
Wed, June 17, 2026 at 1:15 AM PDT 5 min read
SPCX
-2.31%
NVDA
-0.11%
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Trading disclosure
Space Exploration Technologies (NASDAQ: SPCX) blasted off on its market debut on Friday, climbing 19%, then advanced by an additional 19% on its second trading day. All of this has brought SpaceX to a market cap of
2026-06-17
www.nvidia.com
2026-06-17
NVIDIA
Visit your regional NVIDIA website for local content, pricing, and where to buy partners specific to your country.
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Leading plat
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Aixtron, DE000A0WMPJ6
Why Aixtron’s AIX G10-SiC could quietly reshape power electronics
17.06.2026 - 10:12:21 | ad-hoc-news.de
Aixtron’s AIX G10-SiC is a production-scale MOCVD system for silicon carbide power devices that targets efficiency and cost per wafer rather than flashy specs. What makes the tool interesting for chip makers - and where are the limits?
Aixtron, DE000A0WMPJ6
Reviewed: ad
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
When you think about artificial intelligence (AI), the name Nvidia might be the first to come to mind. That's because the company designs one of the most crucial AI tools: the graphics processing unit (GPU), or the powerful chip that drives the training of models and AI's use across real-world problems.
But Nvidia isn't the only company that's offering a product critical to the development of AI.
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Space Exploration Technologies (
SPCX
+4.36%
) blasted off on its market debut on Friday, climbing 19%, then advanced by an additional 19% on its second trading day. All of this has brought SpaceX to a market cap of $2.5 trillion, placing it among the world's largest tech companies.
The SpaceX IPO was the biggest ever, as the company raised $75 billion. But the operation just became even bigger.
2026-06-17
www.zacks.com
2026-06-17
Zacks Investment Research
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In ad
2026-06-17
www.trendforce.com
2026-06-17
TrendForce
[News] TSMC, Amkor Sign 10-Year Arizona Advanced Packaging Pact to Complete the U.S. Chip Supply Chain
2026-06-17 Semiconductors editor
News
Please note that this article cites information from Amkor, ESM China, and Reuters.
TSMC is strengthening its U.S. advanced packaging supply chain through a new long-term partnership with Amkor. According to an Amkor press release, the two parties h
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
The Zacks Analyst Blog Highlights Advanced Micro Devices, Intel, Arm Holdings, NVIDIA and QUALCOMM
The Zacks Analyst Blog Highlights Advanced Micro Devices, Intel, Arm Holdings, NVIDIA and QUALCOMM · Zacks
Zacks Equity Research
Wed, June 17, 2026 at 12:46 AM PDT 7 min read
AMD
+3.22%
INTC
+3.52%
NVDA
-0.49%
QCOM
+1.73%
ARM
+6.54%
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Trading disclosure
For Immediate Release
2026-06-17
www.eenewseurope.com
2026-06-17
eeNews Europe
Hewlett Packard Enterprise (HPE) has unveiled a major expansion of its AI portfolio aimed at helping enterprises move agentic AI from experimentation into full-scale production. Announced at HPE Discover 2026 in Las Vegas, the new offerings enhance the HPE AI Factory with NVIDIA and introduce new capabilities focused on security, governance, scalability, and AI sovereignty.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Zacks.com featured highlights include Dell, Hewlett Packard and Taiwan Semiconductor
Zacks.com featured highlights include Dell, Hewlett Packard and Taiwan Semiconductor · Zacks
Zacks Equity Research
Wed, June 17, 2026 at 12:15 AM PDT 5 min read
CL=F
+1.43%
DELL
-0.29%
2330.TW
-0.63%
^DJI
+0.33%
HPE
+1.12%
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Trading disclosure
For Immediate Release
Chicago, IL – June 17,
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Microsoft (
MSFT
1.43%
) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shri
2026-06-17
www.hpcwire.com
2026-06-17
HPCwire
www.hpcwire.com
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2026-06-17
www.statista.com
2026-06-17
Statista
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Prediction: This Could Be Nvidia's Stock Price By the End of 2027
Danny Vena, CPA, The Motley Fool
Tue, June 16, 2026 at 11:48 PM PDT 5 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
Since the dawn of artificial intelligence (AI) in early 2023, Nvidia (NASDAQ: NVDA) has emerged as the de facto poster child for the space. The company's graphics processing units (GPUs), which were
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron (
MU
5.50%
) and Nvidia (
NVDA
2.16%
), two of the biggest winners of the AI build-out thus far?
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NASDAQ: NVDA
Nvidia
Today's Change
(-2.16%)
2026-06-17
www.tipranks.com
2026-06-17
TipRanks
www.tipranks.com
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2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
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Earnings Analysis
Tech
Micron: New Data Indicates Consensus Estimates Are Too Conservative (Earnings Preview)
Jun 17, 2026, 2:32 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
The Efficient Investor
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Summary
Micron is experiencing unprecedented demand for DRAM, NAND, HBM, and enterprise SSDs, driving record reven
2026-06-17
www.trefis.com
2026-06-17
Trefis
Texas Instruments Stock and the Industrial Recovery Hiding in Plain Sight
Before the chipmaker's stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock put on a clinic, surging 72.4%. When the company's stock moves like that, the key question b