Semiconductor News & Analysis Feed

903 articles
2026-06-22
www.tradingview.com 2026-06-22 TradingView
News / Reuters / SK Hynix overtakes Samsung to become South Korea's most valuable company SK Hynix overtakes Samsung to become South Korea's most valuable company Refinitiv3 min read 000660 −12.47% 005930 −12.31% NVDA −0.97% GOOG −5.08% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for
2026-06-22
www.tradingview.com 2026-06-22 TradingView
News / Reuters / SK Hynix dethrones Samsung Electronics as South Korea's most valuable company SK Hynix dethrones Samsung Electronics as South Korea's most valuable company RefinitivLess than 1 min read 000660 −12.47% 005930 −12.31% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for fre
2026-06-22
www.tradingkey.com 2026-06-22 TradingKey
SK Hynix shares surged over 5% on June 22 to a record high, pushing its market value past 2,000 trillion won, driven by accelerating AI infrastructure investment and HBM demand. Technical milestones, including the delivery of 12-layer HBM4E samples and a strategic partnership with Nvidia, underscore its market leadership. Financially, Q1 2026 performance showed triple-digit growth, with analysts p
2026-06-22
www.tradingview.com 2026-06-22 TradingView
News / Stocktwits / Why Is INTC Stock Jumping Over 5% In Overnight Trading? Why Is INTC Stock Jumping Over 5% In Overnight Trading? 3 min read INTC +5.19% KEY POINTS: Intel stock closed the last session at an all-time high, surging over 10%. Intel CEO Lip-Bu Tan said in a podcast that he is targeting a tenfold return over the next five to ten years and highlighted advanced packaging as a key growt
2026-06-22
www.tradingview.com 2026-06-22 TradingView
News / Asian Corporate Newswire / EE Power Asia 2026 to Spotlight Technologies Driving the Next Era of Electrification EE Power Asia 2026 to Spotlight Technologies Driving the Next Era of Electrification Refinitiv3 min read TAIWAN, June 22, 2026 - (ACN Newswire) - As demand for intelligent, efficient, and electrified systems continues to grow across industries, EE Power Asia 2026 will bring toget
2026-06-22
digitimes.com 2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-21
www.tradingkey.com 2026-06-21 TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%. The recent surge in Texas Instruments' stock price highlights a dramatic shift in market sentiment, as the analog chip
2026-06-21
www.tradingkey.com 2026-06-21 TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%. The robust upward surge and notable intraday volatility of Taiwan Semiconductor Manufacturing Comp
2026-06-21
news.google.com 2026-06-21 Seeking Alpha
2026-06-21
www.tradingview.com 2026-06-21 TradingView
News / Reuters / Investors see Micron earnings as pulse check of AI rally momentum Investors see Micron earnings as pulse check of AI rally momentum Refinitiv2 min read MU +6.82% SPX −0.37% SOX +2.04% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for free Compare charts Analyz
2026-06-21
www.marketbeat.com 2026-06-21 MarketBeat
SG Trading Solutions LLC Invests $31.70 Million in NVIDIA Corporation $NVDA Written by MarketBeat June 21, 2026 Image from MarketBeat Media, LLC. KEY POINTS SG Trading Solutions LLC bought a new stake in NVIDIA during the fourth quarter, acquiring 169,974 shares valued at about $31.7 million. The position makes NVIDIA the firm’s largest holding, at roughly 7.4% of its portfolio. Institutional inte
2026-06-21
www.asiae.co.kr 2026-06-21 아시아경제
KERI Becomes First in the World to Identify Trapezoidal Defect Structure in SiC Power Semiconductors Revealing the Cause of Yield Loss... Laying the Foundation for Mass Production of High-Quality Wafers The identity of a representative "killer defect" that lowers the yield of silicon carbide (SiC) power semiconductors—key components in artificial intelligence (AI) data centers and electric vehicl
2026-06-21
digitimes.com 2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
news.google.com 2026-06-21 TradingKey
2026-06-21
www.tradingkey.com 2026-06-21 TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-20
www.tradingkey.com 2026-06-20 TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%. The substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio
2026-06-20
www.tradingkey.com 2026-06-20 TradingKey
Applied Materials Inc (AMAT) opened up by 4.08%. The Technology Equipment sector is up by 5.07%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%. The upward movement in Applied Materials shares was primarily propelled by sector-wide momentum and a series of hig
2026-06-20
www.tradingkey.com 2026-06-20 TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%. Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant upward surge, driven b
2026-06-20
www.tradingkey.com 2026-06-20 TradingKey
NVIDIA is currently undergoing a technical correction within an established uptrend, with shares finding support near the $211.20 Fibonacci level. Analysts view this pullback as profit-taking rather than a reversal, supported by an RSI of 45.34 and thinning volume. The company’s fiscal Q1 2027 performance remains robust, featuring 85% revenue growth and a 75% gross margin. Strategic focus remains
2026-06-20
www.tradingkey.com 2026-06-20 TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su