Semiconductor News & Analysis Feed
10687 articles
2026-06-28
www.scmp.com
2026-06-28
South China Morning Post
Semiconductors
TechTech War
As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC
Basic Semiconductor is the latest firm in the space to move forward with an IPO
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Ann Caoin Shanghai
Published: 1:00pm, 28 Jun 2026
As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Applied Materials (AMAT) – Among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks
Published on June 28, 2026 at 12:10 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 26, Wells Fargo raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $740 from $715. It reiter
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Published on June 28, 2026 at 12:03 am by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 25, Deutsche Bank raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) to $1,550 from $1,500. It reiterated a Bu
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Vardah Gill
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen's Top 11 Dividend Stock Picks.
Why Micron Technology, Inc.'s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum
On June 25, Deutsch
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA (NVDA) On Cooling Momentum And An AI Narrative That Still Looks Undervalued
June 28, 2026
Simply Wall St
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How NVIDIA Stock Has Been Performing Recently
NVIDIA (NVDA) has drawn fresh attention after recent trading, with the stock down 1.6% over the past day and 8.6% over the past week. Shares also declined about 9% over the past month.
2026-06-28
digitimes.com
2026-06-28
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor companies are currently pursuing two major approaches in response to ESG requirements: first, establishing outsourced waste treatment channels; an
2026-06-28
digitimes.com
2026-06-28
Trusval Technology reported record 2025 revenue and profit, signaling stronger demand for semiconductor-related construction and industrial systems that matter to global supply chains. The Taiwan-based company said it is entering 2026 with cautious optimism, as it expands green fab solutions, overseas projects, and technology upgrades.
2026-06-28
digitimes.com
2026-06-28
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Businessreported.
2026-06-28
www.nvidia.com
2026-06-28
NVIDIA
Visit your regional NVIDIA website for local content, pricing and where to buy partners specific to your location.
Build AI factories optimized for lowest cost tokens per megawatt
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Architecture for data centers that transform data into intelligence
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Leading plat
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Is Applied Materials (AMAT) Fully Valued On Its New AI Chipmaking Systems?
June 28, 2026
Simply Wall St
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Applied Materials (AMAT) stock is back in focus after the company launched a suite of advanced chipmaking systems to support 3D architectures and high-bandwidth memory for next-generation AI applications.
See our latest analysis for Ap
2026-06-28
en.vietnamplus.vn
2026-06-28
Vietnam+ (VietnamPlus)
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Hanoi (VNA) – Thailand has proposed an ASEAN CHIPS Act to promote a unified regional semiconductor ecosystem, aiming to strengthen ASEAN's competitiveness in the global chip industry.
The proposal was presented by Thai Deputy Prime Minister and Minister of Higher Education, Science, Research and Innovation Prof. Dr. Yotchanan Wongsawat at the 22nd ASEAN Ministeri
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Published on June 27, 2026 at 3:32 pm by JEFF LEWIS in News
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Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company’
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Jeff Lewis
27 June 2026 2 min read
MU
+0.94%
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company's Q3 earnings beat. DA Dav
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Jeff Lewis
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating aft
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Susquehanna raises price target on Taiwan Semiconductor Manufacturing to $575
Wall Street's growing AI optimism is lifting TSMC valuations, with implications that ripple directly into crypto mining ha
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Susquehanna Lifts PT on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best trending AI stocks to watch in 2026. Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (N
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
BofA Remains Bullish on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
2330.TW
+0.61%
BAC
+1.99%
TSM
+4.06%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the safe stocks for beginners to buy in 2026. BofA lifted the price target on Taiwan Semiconductor Manufacturing Company L
2026-06-28
drrobertcastellano.substack.com
2026-06-28
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Nvidia Didn't Just Create an AI Boom. It Rewrote the Memory Business
DR. ROBERT CASTELLANO
JUN 28, 2026
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2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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