Semiconductor News & Analysis Feed

901 articles
2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / Reuters / Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news More news from Reuters C Dec 22, 2025 Reuters Mergers and acquisitions Dec 22, 2025 Reuters KALENDER-Termine Politik/Vermi
2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / Reuters / Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news Dow Jones Newswires Sign up to read this news Quartr TBRG: Merger and executive compensation proposals both received majori
2026-06-30
www.moomoo.com 2026-06-30 Moomoo
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2026-06-30
news.futunn.com 2026-06-30 富途牛牛
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2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / Stock Story / Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED) Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED) 3 min read OLED −0.73% TXN −2.98% ST −3.40% MPWR −4.40% The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s
2026-06-30
digitimes.com 2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
digitimes.com 2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.
2026-06-30
www.marketwatch.com 2026-06-30 MarketWatch
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2026-06-30
news.google.com 2026-06-30 TradingView
2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / GuruFocus / Micron and Intel Lead Chip Selloff Micron and Intel Lead Chip Selloff Less than 1 min read MU +0.94% AMD +6.61% INTC +1.54% SOX +2.17% Micron MU and Intel (NASDAQ:INTC) led chip stocks lower Monday even as the broader market moved higher on easing U.S.-Iran tensions. Micron fell 6% after a class-action lawsuit filed in California accused Micron, Samsung and SK Hynix of coord
2026-06-30
www.boisestatepublicradio.org 2026-06-30 Boise State Public Radio
Micron's AI boom offers a window into the economy's next chapter By Gemma Gaudette Published June 29, 2026 at 1:17 PM MDT LISTEN • 21:25 Boise State University A Boise State AI promotional image on the initiative's website. It's been an extraordinary few weeks for Boise-based Micron. The company just reported record revenue, continues to see explosive demand for the advanced memory chips powering
2026-06-30
www.tradingkey.com 2026-06-30 TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-30
www.cnbc.com 2026-06-30 CNBC
Sign up for free newsletters and get more CNBC delivered to your inbox Get this delivered to your inbox, and more info about our products and services. © 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company. Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. This site is now part of
2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / Invezz / Applied Materials stock surges 10%: here's why Applied Materials stock surges 10%: here's why 2 min read AMAT −1.70% Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings. The move came as markets reassessed expectations around the semicon
2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / GuruFocus / Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out Less than 1 min read MU +0.94% INTC +1.54% AMD +6.61% MRVL +1.62% Micron Technology MU and Intel INTC led semiconductor stocks lower on Monday as the sector continued its downward trend following last week's selloff. The broade
2026-06-30
www.tradingview.com 2026-06-30 TradingView
News / Zacks / ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy? ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy? 5 min read 3711 −4.12% AMKR +0.33% Artificial intelligence (AI) and high-performance computing are driving unprecedented demand for advanced semiconductor packaging, making outsourced semiconductor assembly and test (OSAT) providers increas
2026-06-29
finance.yahoo.com 2026-06-29 Yahoo Finance
Micron Technology Stock: Is It Heading for a $2 Trillion Valuation? David Jagielski, CPA, The Motley Fool June 29, 2026 3 min read MU -4.71% NVDA +0.71% Explore stocks on Coinbase Trading disclosure As demand for memory and storage products has surged and supply has been limited, Micron Technology (NASDAQ: MU) has been benefiting from the ongoing shortage in a big way. Its results have looked fan
2026-06-29
www.fool.com 2026-06-29 The Motley Fool
As demand for memory and storage products has surged and supply has been limited, Micron Technology ( MU +1.18% ) has been benefiting from the ongoing shortage in a big way. Its results have looked fantastic, as it has been able to raise prices and generate impressive margins amid continuously strong demand. The stock has soared 800% over the past 12 months and has become one of the most valuable
2026-06-29
www.barrons.com 2026-06-29 Barron's
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2026-06-29
www.tradingkey.com 2026-06-29 TradingKey
Samsung, SK Hynix, and Micron face a class-action antitrust lawsuit in California alleging coordinated capacity constraints under the guise of an HBM transition. Plaintiffs claim the memory giants restricted conventional DRAM supply to drive a 700% price surge, shifting capacity to higher-margin HBM. While the lawsuit invokes historical precedents of collusion, market analysts expect supply-demand