Semiconductor News & Analysis Feed
11350 articles
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade
Ghazal Ahmed
June 30, 2026 1 min read
AMAT
-9.84%
ASML.AS
-7.17%
LRCX
-8.67%
KLAC
-8.71%
NVDA
-1.48%
Explore stocks on Coinbase
Trading disclosure
Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
On June 29, Cantor Fitzgerald analyst C.J. Muse raised the
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Ghazal Ahmed
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron's growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.trefis.com
2026-06-30
Trefis
Micron Stock Redefined Its Future, But the Market Isn't Convinced Yet
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here's what they're waiting for.
On Jun 24, 2026, Micron (MU) threw down a gauntlet when it updated its outlook, raising its Q4 2026 revenue guidance by an eye-watering
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Mayflower Financial Advisors increased its stake in Taiwan Semiconductor Manufacturing by 33.4% in the first quarter, buying 1,400 more shares and bringing its total to 5,592 shares worth about $1.89 million.
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
It's fair to say that investors were skeptical heading into Micron's (
MU
7.26%
) latest earnings report. The stock had already gained more than 700% over the previous year, and had posted several blowout earnings reports in a row. In fact, on the day of Micron's latest earnings report, the stock was down significantly during the trading day before the afternoon announcement.
However, it's fair t
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
SJS Investment Consulting Inc. Acquires 1,742 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
SJS Investment Consulting boosted its stake in Taiwan Semiconductor Manufacturing by 286% in the first quarter, buying 1,742 additional shares and lifting its total holding to 2,351 shares valued at about $795,
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Spinnaker Trust Purchases 1,508 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Spinnaker Trust increased its TSM stake by 4.1% in the first quarter, buying 1,508 additional shares and bringing its total to 38,696 shares valued at about $13.1 million.
Insider activity was mixed: VP Bor-Zen Tien bought 2
2026-06-30
www.computerworld.com
2026-06-30
Computerworld
Locking down hardware allows AI models — and the data they hold — to be protected from hackers by allowing access only to authorized users, says Dion Harris, Nvidia's senior director of high-performance computing and AI factory solutions
Credit: Shutterstock
There are a variety of security concerns about artificial intelligence (AI), especially when it comes to the behavior of agentic AI. But un
2026-06-30
www.msn.com
2026-06-30
MSN
Micron Technology stock was rising sharply Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips.
Micron shares were up 10.1% at $1,081 with markets cheered by the prospect of a U.S.-Iran peace deal.
Shares have been volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forward price-to-earnin
2026-06-30
tomshardware.com
2026-06-30
Luke James
Maker's Pet has launched oomwoo, an open-source robot vacuum that owners build themselves.
2026-06-30
siliconcanals.com
2026-06-30
Silicon Canals
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2026-06-30
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2026-06-30
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2026-06-30
tomshardware.com
2026-06-30
Zak Killian
The hardware is discontinued and the experience isn't perfect, but the fact that the emulator exists at all is a true technical achievement.
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
POLICY & REGULATION
dram
memory chips
antitrust
supply chain
Memory chipmakers face US class-action over DRAM shift
7 sources
|
June 30, 2026
|
By LDS Team
6.7
Relevance Score
Photo: img.etimg.com · rights & takedowns
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Seventeen consumers and small businesses filed a proposed US class-action lawsuit in the Northern District of California alleging Samsung Electronics, SK hynix, a
2026-06-30
www.communicationstoday.co.in
2026-06-30
Communications Today
www.communicationstoday.co.in
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2026-06-30
www.thelec.net
2026-06-30
thelec.net
Applied Materials’ enhanced Centura Prime Epi system (Photo=Applied Materials)
Applied Materials has introduced six new semiconductor manufacturing systems for DRAM and advanced packaging, expanding its portfolio of 3D semiconductor equipment aimed at improving the performance and power efficiency of next-generation memory used in artificial intelligence (AI) processors.
The company unveiled
2026-06-30
www.thelec.net
2026-06-30
thelec.net
Song Jae-hyuk, chairman of the Korea Semiconductor Industry Association (KSIA) and president and chief technology officer (CTO) of Samsung Electronics. (Photo =KSIA)
The Korea Semiconductor Industry Association(KSIA) welcomed the new semiconductor industrial complex investment plan announced by the government and urged its swift implementation.
On June 29, KSIA stated, “We welcome the announce