Semiconductor News & Analysis Feed
11577 articles
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Bank of America Just Gave Applied Materials Stock a New Street-High Price Target
Aanchal Sugandh
June 27, 2026 5 min read
BAC
+1.99%
AMAT
-1.70%
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Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) has found itself in Wall Street's sweet spot after Bank of America Corporation turned even more bullish on the semi
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Published on June 27, 2026 at 12:15 pm by MAHAM FATIMA in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership to expand adv
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Technology (MU): 10 Best Future Stocks to Buy and Hold for 10 Years
Maham Fatima
June 27, 2026 2 min read
MU
+0.94%
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Micron Technology Inc. (NASDAQ:MU) is one of the best future stocks to buy and hold for 10 years. On June 25, Micron reported record financial results for its FQ3 2026, reaching $41.46 billion in revenue and $28.24 billion in GAAP net i
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Maham Fatima
June 27, 2026 2 min read
2330.TW
+0.61%
AMKR
+0.33%
TSM
+4.06%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Multiverse Computing Launches Pulsar 16B Reasoning Model Powered by NVIDIA (NVDA) Architecture
Maham Fatima
June 27, 2026 2 min read
NVDA
+0.37%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best future stocks to buy and hold for 10 years. On June 22, Multiverse Computing launched Pulsar 16B, an open reasoning model developed in collaboration with NVID
2026-06-27
en.cryptonomist.ch
2026-06-27
The Cryptonomist
HomeTechnologySouth Korea KOSPI Drop Tops 8% as AI Chip Selloff Hits Wall...
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South Korea KOSPI Drop Tops 8% as AI Chip Selloff Hits Wall Street
27 June 2026
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South Korea KOSPI Drop Sparks AI Chip Market Risk Alarm
South Korea’s stock market sent one of the sharpest warnings global investors have seen in years last Friday, as the South Korea KOSPI drop triggere
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
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Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles.
That transition has become a battleg
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
Bank of America resets Micron stock price target after earnings
Vuk Zdinjak
27 June 2026 4 min read
BAC
+1.99%
MU
+0.94%
^GSPC
+0.72%
INTC
+1.54%
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24.
The stock is up 313.14% year-to-date, at the time of writi
2026-06-27
tomshardware.com
2026-06-27
Jowi Morales
Several listings for Steam Machine pre-orders are being sold at markups so high that buyers will have to pay 140% to 167% above Valve's selling price.
2026-06-27
www.msn.com
2026-06-27
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-27
www.tekedia.com
2026-06-27
Tekedia
Onsemi Strikes $7bn Deal For Synaptics To Build AI Chip Powerhouse For Robotics, Smart Devices, And Physical AI
June 27, 2026 | by Samuel Nwite | 0
ON Semiconductor has agreed to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, marking the largest acquisition in the company’s history as it intensifies its push into artificial intelligence hardware, robotics, and
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Faces Narratives Test As Net Margin Hits 55.9% In Q3
June 27, 2026
Simply Wall St
Micron Technology (MU) has reported very large numbers in its latest Q3 2026 report, with revenue at about US$41.5 billion, basic EPS of US$25.04, and net income of roughly US$28.2 billion. Trailing 12‑month figures show revenue of about US$90.3 b
2026-06-27
pluang.com
2026-06-27
Pluang
Intel faces risk of valuation drop as AI infrastructure may outpace demand, especially in its foundry segment.
Intel's stock has risen 40%, but risks remain as AI infrastructure efficiency could surpass monetized demand, potentially compressing semiconductor valuations. The company's foundry segment is particularly vulnerable, with minimal external revenue an...
Analyst Insights
Bearish
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7 hour
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
SK Hynix is set to debut on Nasdaq via ADRs on July 10, 2026, marking a strategic move to capitalize on its 58% global HBM market share. Benefiting from deep integration with Nvidia, the firm reported a 72% operating margin in Q1 2026. While its first-mover advantage in AI memory supports a favorable outlook, key risks include Samsung’s aggressive HBM4 competition, potential cooling in AI capital
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia Owns This Under-the-Radar $20 Stock Poised to Disrupt a $1.8 Trillion Market
James Brumley, The Motley Fool
Sat, June 27, 2026 at 4:43 AM PDT 5 min read
NVDA
-1.39%
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You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, th
2026-06-27
www.thestreet.com
2026-06-27
thestreet.com
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2026-06-27
www.fool.com
2026-06-27
The Motley Fool
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, though. Any organization that picks stocks can be "smart" for any number of reasons, including its sheer expertise on a particular topic or industry.
Enter Nvidia (
NVDA
1.39%
). It's clearly a leading expert on artifi
2026-06-27
www.ad-hoc-news.de
2026-06-27
Ad-hoc-news.de
ANSYS Inc., US0357101090
ANSYS confirms Synopsys deal timeline, shares anchored in NASDAQ-100 tech strategy
27.06.2026 - 12:53:34 | ad-hoc-news.de
ANSYS aligns its engineering simulation business with Synopsys after the announced all-stock acquisition, while the NASDAQ-100 constituent remains a reference name in high-end software for complex product design.
ANSYS Inc., US0357101090
By Stefan Kr
2026-06-27
tomshardware.com
2026-06-27
Luke James
Commodore has slashed the starting price of its Callback 8020 flip phone to $399, down from $499.