Semiconductor News & Analysis Feed
435 articles
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%
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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
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2026-06-13
www.tradingview.com
2026-06-13
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
2 min read
LRCX
+1.18%
AMAT
+2.64%
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
I
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon’s, Transition
Infineon’s Transition from Component Supplier to Power-System Architect Wins Over Goldman Sachs
12.06.2026 - 21:14:10 | boerse-global.de
Infineon shifts from chipmaker to power architecture provider, partnering with Siemens on SiC modules, raised by Goldman Sachs to €88, and launching €5B Dresden fab for decarbonization.
Infineon’s - Infineon’s Transition from Component Su
2026-06-13
eetimes.com
2026-06-13
UCLA launches a $125M semiconductor hub to smash chip bottlenecks with AI research.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
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As the craze of earnings season draws to a close, here’s a look b
2026-06-13
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2026-06-13
Zacks Investment Research
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2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Shares of Arm (NASDAQ:ARM | ARM Price Prediction) are up 11% in midday trading on Friday, June 12, changing hands near $379. Qualcomm (NASDAQ:QCOM) stock is also rallying, climbing 5% to trade near $213.
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Both moves come after a choppy stretch for the chip-architecture group, with Arm and Qualcomm shares snapping back together. The purest IP peers in electronic design automation trade
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?
David Moadel
Fri, June 12, 2026 at 11:31 AM PDT 5 min read
QCOM
+4.32%
ARM
+11.27%
AMZN
-1.23%
NVDA
+0.16%
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Quick Read
ARM surged 11% on $2B+ AGI CPU pipeline demand while QCOM climbed 5% as record automotive revenue of $1.33B highlighted its diversification away from handset
2026-06-13
www.jonpeddie.com
2026-06-13
Jon Peddie Research
Nvidia is changing how AI can be achieved, bringing the full stack of its AI and graphics technology to Windows PCs through its RTX Spark platform. And this is just the “Spark” that a software company like Adobe has been waiting, enabling it to boost its creative apps including Photoshop, Premiere Pro, and Substance 3D.
Nvidia has changed up the recipe for client computing with the recent introd
2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-12
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2026-06-12
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2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
Nightmare-Eclipse's vendetta against Microsoft and Windows continues apace — researcher publishes RoguePlanet and GreatXML local privilege escalation zero-day exploits
2026-06-12
www.barchart.com
2026-06-12
Barchart
Jen-Hsun Huan NVIDIA's Founder, President and CEO by jamesonwu1972 via Shutterstock
Analysts keep raising their Nvidia Inc (NVDA) FY 2027 revenue forecasts and their NVDA price targets. This implies that free cash flow (FCF) will be higher than expected. NVDA stock could be worth $330, +61% higher. This is based on conservative FCF margin and FCF yield assumptions.
NVDA closed at $204.87 on Thur
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Image of Jensen Huang by jamesonwu1972 via Shutterstock
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear signal: AI has become “insanely profitable” for Taiwan Semiconductor (TSM). Those words capture exactly why TSM stock remains in a league of its own.
Over the past few months, sem
2026-06-12
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2026-06-12
Zacks Investment Research
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2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
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All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w