Semiconductor News & Analysis Feed
907 articles
2026-06-18
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2026-06-18
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Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
2 min read
AMAT
+4.35%
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials
AMAT
jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of
2026-06-18
eetimes.com
2026-06-18
uOttawa cracks quantum turbulence, making ultra-secure communication cheaper.
2026-06-18
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2026-06-18
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Citi Has a New Micron Stock Target for 2027
Citi Has a New Micron Stock Target for 2027
Less than 1 min read
MU
+2.20%
Micron Technology
MU
received a higher price target from Citi, which lifted its forecast to $1,200 from $840 while maintaining a Buy rating on the memory-chip maker.
Citi said Micron could benefit from stronger-than-anticipated pricing trends across memory m
2026-06-18
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2026-06-18
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Micron & Another AI Memory Stock to Buy Now for Big Upside
Micron & Another AI Memory Stock to Buy Now for Big Upside
2 min read
MU
+2.20%
STX
+3.37%
For quite some time, Micron Technology MU and Seagate Technology Holdings plc STX have been benefiting from the artificial intelligence (AI) boom, as rising data needs fuel demand for memory and storage solutions.
Both stocks have de
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 3.51%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
The upward movement of Cadence Design Systems was primarily fueled by robust secular trends in the Ele
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Synopsys Inc (SNPS) moved up by 5.41%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
Synopsys experienced a strong upward move today, propelled by key product announcements and ongoing momentum in the
2026-06-18
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2026-06-18
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AMD, Intel Rise as TSMC Capacity Tightens
AMD, Intel Rise as TSMC Capacity Tightens
Less than 1 min read
AMD
+3.49%
INTC
+4.40%
Advanced Micro Devices (AMD, Financials) and Intel moved higher as investors reacted to fresh signs that advanced chipmaking capacity remains tight. AMD rose about 3% in premarket trading. Intel gained roughly 4%.
The move followed a report that Samsu
2026-06-17
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2026-06-17
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Will Keysight's VPIphotonics Acquisition Strengthen its Growth Story?
Will Keysight's VPIphotonics Acquisition Strengthen its Growth Story?
3 min read
KEYS
+1.90%
Keysight Technologies, Inc. KEYS recently announced that it has completed the buyout of VPIphotonics. VPIphotonics boasts a strong expertise in system-level simulation software for optical communication networks and photo
2026-06-17
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2026-06-17
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Can Strong Smartphone Demand Sustain AMKR's Growth Momentum?
Can Strong Smartphone Demand Sustain AMKR's Growth Momentum?
2 min read
AMKR
+4.31%
Amkor Technology AMKR continues to benefit from a favorable shift in premium smartphone architecture as a structural growth lever. Premium device adoption is rising alongside accelerating 5G penetration and deeper on device AI integration,
2026-06-17
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2026-06-17
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Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
3 min read
AMAT
+8.08%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand fo
2026-06-17
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2026-06-17
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
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2026-06-17
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Less than 1 min read
AMAT
+7.61%
According to estimates from 33 analysts, Applied Materials, Inc. stock's average price target has risen from $526.48 to $529.82, with forecasts ranging from $425 to
2026-06-17
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2026-06-17
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TXN's Manufacturing Expansion Continues: Can It Strengthen Margins?
TXN's Manufacturing Expansion Continues: Can It Strengthen Margins?
3 min read
TXN
−0.08%
Texas Instruments Incorporated’s TXN long-term manufacturing expansion strategy is beginning to show meaningful benefits, raising the question of whether it can drive stronger profit margins in the years ahead. Unlike many sem
2026-06-17
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2026-06-17
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How is Onto Innovation Capitalizing on Advanced Packaging Demand?
How is Onto Innovation Capitalizing on Advanced Packaging Demand?
3 min read
ONTO
+4.38%
Onto Innovation Inc. ONTO is capitalizing on rising advanced packaging demand by expanding its inspection and metrology portfolio, accelerating new product adoption and strengthening its position across high-performance AI comput
2026-06-17
www.tikr.com
2026-06-17
TIKR.com
Key Stats for Qualcomm Stock
Price change for Qualcomm stock in last 6 months: 25%
$QCOM Share Price as of Jun. 15: $221
52-Week High: $260
$QCOM Stock Price Target: $183
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Qualcomm (QCOM) stock is in focus today after CEO Cristiano Amon made a bold prediction: AI agen
2026-06-17
news.google.com
2026-06-17
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2026-06-17
digitimes.com
2026-06-17
InnoScience Technology, a leading China-based integrated device manufacturer (IDM) in gallium nitride (GaN), has won a sweeping victory in the latest patent ruling against global power component leader Infineon in China. Supply-chain sources said the two sides' GaN patent fight has stretched from the US and Germany to China, and the ruling makes it even harder for Infineon within China's increasin
2026-06-17
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2026-06-17
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Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Less than 1 min read
MU
−6.18%
Micron Technology
MU
looked set to extend its run after another record close and a fresh wave of Wall Street optimism around memory-chip demand tied to artificial intelligence.
Shares were closed on Monday at $1,087.99, a new hi
2026-06-17
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2026-06-17
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ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
4 min read
ASML
+2.26%
Shares of ASML Holding ASML have gained 36.3% in the past three months, outperforming the industry, its sector as well as the Zacks S&P 500 composite in the same time frame. ASML shares are trading at a discount to their 52-week high.
ASM
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
NVIDIA delivered a clean sweep in MLPerf Training v6.0, the latest edition of industry-standard AI training benchmarks developed by the MLCommons consortium. NVIDIA achieved the fastest time to train at scale, and also delivered the highest performance when normalized on a per-accelerator basis on every benchmark. It was also the only platform to submit on every test.
MLCommons introduced new pr