Semiconductor News & Analysis Feed
901 articles
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
Stocktwits
/
MU Stock Eases After Record Run: Micron Backs Trump Accounts With $250M Commitment
MU Stock Eases After Record Run: Micron Backs Trump Accounts With $250M Commitment
2 min read
MU
−4.71%
KEY POINTS:
Micron reported blowout quarterly results last week and said memory demand will remain elevated in the years to come.
Micron’s commitment to Trump Accounts is the single biggest by
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
Stock Story
/
Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
3 min read
MCHP
−3.93%
TXN
−3.36%
OLED
−0.93%
ST
−3.97%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at analo
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
TradingView
/
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Less than 1 min read
000660
+2.59%
SK hynix files to list ADSs as SKHY on Nasdaq, proposing up to 17.79M ADS (≈2.5% of Seoul shares) to raise funds for Korean fabs and EUV scanners; trading starts July 10.
1
SK hynix (000660) will joi
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.
2026-07-01
digitimes.com
2026-07-01
GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a concern with potential relevance for global semiconductor investors.
2026-07-01
digitimes.com
2026-07-01
Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
__fail__
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Billionaires Appear to Be Unloading Nvidia and Loading Up on This TSX Stock
A person stands in front of several doors representing different U.S. stock options for Canadian investors.
Joey Frenette
June 30, 2026 4 min read
NVDA
+0.71%
BN
-0.39%
Written by Joey Frenette at The Motley Fool Canada
Nvidia (NASDAQ:NVDA) shares have been quite the generational builder of wealth over the past five year
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
Zacks
/
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
GuruFocus
/
SK Hynix Storms Nasdaq With Monster $29.4 Billion IPO Filing
SK Hynix Storms Nasdaq With Monster $29.4 Billion IPO Filing
Less than 1 min read
000660
−0.23%
SK Hynix (HXSCL) filed an amended registration statement with the U.S. Securities and Exchange Commission on Monday to list its shares on the Nasdaq.
The South Korean AI memory chipmaker plans to offer American Depositary
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
Zacks
/
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
3 min read
2330
−0.20%
NVDA
+0.71%
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
Stock Story
/
Why Is IPG Photonics (IPGP) Stock Soaring Today
Why Is IPG Photonics (IPGP) Stock Soaring Today
2 min read
IPGP
−7.74%
SOX
−4.65%
What Happened?
Shares of fiber laser manufacturer IPG Photonics
IPGP
jumped 5.3% in the afternoon session after Stifel reiterated its Buy rating and $125 price target on the stock, with the move also supported by a broader rebound in the semicon
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
Stock Story
/
Why Intel (INTC) Stock Is Up Today
Why Intel (INTC) Stock Is Up Today
2 min read
INTC
−9.66%
What Happened?
Shares of computer processor maker Intel
INTC
jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spend
2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
/
Stock Story
/
Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today
Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today
2 min read
ALGM
−8.86%
What Happened?
Shares of chip designer Allegro MicroSystems
ALGM
jumped 5.7% in the afternoon session after analysts at Mizuho and TD Cowen raised their price targets on the company's stock. Mizuho increased its price target
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Texas Instruments Inc (TXN) moved up by 3.40%. The Technology Equipment sector is up by 2.25%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 0.56%; SanDisk Corporation (SNDK) up 5.47%; NVIDIA Corp (NVDA) up 0.98%.
The upward movement in Texas Instruments shares reflects a strong intersection of favorable institutional updates, posit
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
/
Zacks
/
TXN's Inventory Strategy Pays Off: Can It Support More Growth?
TXN's Inventory Strategy Pays Off: Can It Support More Growth?
3 min read
TXN
−3.36%
Texas Instruments Incorporated’s TXN decision to build higher inventory during the semiconductor downturn is beginning to deliver results as demand improves across key end markets. Instead of aggressively cutting production during the s
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
/
Stocktwits
/
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
2 min read
000660
−6.06%
KEY POINTS:
The 17.79 million shares offering represents about 2.5% of its total outstanding shares.
BofA Securities, Citigroup, Goldman Sachs, and J.P. Morgan are s
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
/
GuruFocus
/
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia