Semiconductor News & Analysis Feed
430 articles
2026-06-15
news.google.com
2026-06-15
Zacks Investment Research
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Artificial Intelligence AI by 13_Phunkod via Shutterstock
Qualcomm (QCOM), known primarily for making smartphone processors, is slowly gaining traction in three new markets: Data Centers, Automotive, and IoT. This has led J.P. Morgan’s analyst, Samik Chatterjee, to put the semiconductor company on a positive catalyst watch. He expects Qualcomm to announce revenue targets of over $3 billion by 202
2026-06-15
www.techpowerup.com
2026-06-15
TechPowerUp
Request failed (HTTP 400)
This should only take a few seconds. If you have issues, please do contact us, we want to learn about any problems.
Need help? Contact Us. Please mention your IP: 47.253.216.184
2026-06-15
www.semiconductor-today.com
2026-06-15
Semiconductor Today
In the latest update of KnowMade’s monthly GaN research, technology, and patent landscape monitoring, new scientific breakthroughs, patent activity and industrial announcements confirm that the global gallium nitride (GaN) ecosystem continues to gain momentum as the technology moves deeper into mainstream semiconductor roadmaps, becoming a strategic semiconductor platform across computing, communi
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Published on June 15, 2026 at 1:16 am by VARDAH GILL in News
SHARE
Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks.
On June 11, Barclays raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $590 from $500. It reiterat
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Vardah Gill
Sun, June 14, 2026 at 10:16 PM PDT 2 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins' 10 Dividend Stock Picks.
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
On
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
AI-related stocks have been on a roll not just in the United States, but globally. With the shortfall of memory chips globally, the South Korean markets surged to record highs. This rally was driven by technology giants like Samsung Electronics (SMSN.L.EB) and SK Hynix. The ferocity of the rally can be judged by the fact that SK Hynix stock has retur
2026-06-14
www.barchart.com
2026-06-14
Barchart.com
Workplace with tablet pc showing latest news and a cup of coffee on a wooden work table by ra2 studio via Shutterstock
Shares of electronic design automation Cadence Design Systems (CDNS) found themselves back in the spotlight on June 8 after the company announced an expanded partnership with Intel (INTW) Foundry that could help shape the next generation of chip technology. The new multi-year col
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
This could potentially hit two birds with one stone — reduce e-waste and reduce data center component demand.
2026-06-14
www.barchart.com
2026-06-14
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) stock is now close to fair value, as analysts have been raising their revenue forecasts and price targets. One of the best plays now is to sell short out-of-the-money puts, given their very high premiums. For example, short 2 weeks out MU puts with 5% below today's price yield 7.0%.
MU closed down 1.4% on Frida
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Wolfe Research Raises PT on Micron Technology (MU) Stock
Bob Karr
Sun, June 14, 2026 at 4:15 AM PDT 1 min read
MU
-1.43%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Bargain Stocks to Buy in June. On June 11, Wolfe Research lifted its price objective on the company's stock to $1,250 from $550 and maintained an "Outperform" rating. The firm lifted
2026-06-14
uk.finance.yahoo.com
2026-06-14
Yahoo Finance UK
Wolfe Research Raises PT on Micron Technology (MU) Stock
Bob Karr
Sun, 14 June 2026 at 4:15 am GMT-7 1 min read
MU
-1.43%
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Bargain Stocks to Buy in June. On June 11, Wolfe Research lifted its price objective on the company’s stock to $1,250 from $550 and maintained an “Outperform” rating. The firm lifted its memory model to demonstrate increas
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
Plenty of companies report sales over the years. But few numbers move the global semiconductor sector as much as the monthly update from Taiwan.
Every month, Taiwan Semiconductor Manufacturing Company (TSM) posts one line of revenue. TSM is the company that builds the chips inside Nvidia's (NVDA) AI accelerators, Apple's (AAPL) iPhones, and much of
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal, Intel will utilize Cadence's AI agents and its Design IP products to enhance “Intel’s next-generation process technologies, beginning with Intel 14A.” The agreement provides evidence that my pre
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Image of Jensen Huang by El editorial via Shutterstock
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered major indices to record highs this year as hyperscalers poured hundreds of billions of dollars into data centers, advanced processors, and high-bandwidth memory. But
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Semiconductor close up by Yosi Azwan via iStock
Valued at a market cap of $45.8 billion, ON Semiconductor Corporation (ON) is a leading supplier of intelligent power and sensing technologies used across automotive, industrial, cloud infrastructure, and consumer applications. Headquartered in Scottsdale, Arizona, the company specializes in semiconductor solutions that enable energy-efficient and h
2026-06-13
news.google.com
2026-06-13
University of Hawaii System
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Kayode Omotosho
Fri, June 12, 2026 at 5:05 PM PDT 2 min read
LRCX
+1.18%
INTC
+6.51%
AMAT
+2.64%
Explore stocks on Coinbase
Trading disclosure
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned m
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
stockstory.org
2026-06-13
StockStory
__fail__