Semiconductor News & Analysis Feed
9517 articles
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?
Micah Zimmerman, The Motley Fool
June 28, 2026 5 min read
AMD
+6.61%
MU
+0.94%
SNDK
-0.03%
NVDA
+0.37%
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Trading disclosure
About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-dri
2026-06-29
pokde.net
2026-06-29
Pokde.Net
Pokde.Net > System > Industrial > Cadence And Intel Foundry Expand Collaboration On Intel 14A Process Technology
INDUSTRIAL
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SYSTEM
Cadence And Intel Foundry Expand Collaboration On Intel 14A Process Technology
Last updated: June 29, 2026 2:17 am
By
Low Boon Shen
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2 Min Read
Chipmaking tools provider Cadence has announced an expanded multi-year collaboration with Intel Foundry, Intel’s c
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-driven software designed to make NAND flash behave like dynamic random-access memory (DRAM).
The technology uses predictive algorithms to identify frequently accessed data and move it between flash storage and high-speed memory in real time, reducing the amount of
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
If You Invested $1,000 In Micron Stock At IPO, Here’s How Much You’d Have Today
Chris Katje
Sun, June 28, 2026 at 10:30 AM PDT 6 min read
MU
-5.49%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
The soaring valuation of Micron Technology stock has been one of the biggest storylines for investors over th
2026-06-29
startupfortune.com
2026-06-29
Startup Fortune
Micron’s Q3 report turned a familiar memory stock into a harder AI infrastructure question: if every serious AI system needs more memory, you can’t keep treating memory as an afterthought.
Wall Street spent the AI boom staring at GPUs, and you can understand why. Nvidia became the cleanest ticker for the story. But Micron’s latest quarter forces a less glamorous point into the open: a fast chip i
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
The Billionaire Who Sold Nvidia Too Early Just Bought 196,000 Shares of Broadcom -- Here's the Thesis Behind the Rotation
Leo Sun, The Motley Fool
June 28, 2026 3 min read
NVDA
+0.37%
AVGO
+3.73%
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Trading disclosure
In late 2022 and early 2023, Stanley Druckenmiller's Duquesne Family Office built a massive stake in Nvidia (NASDAQ: NVDA) for a split-adjusted price of $22-
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
In late 2022 and early 2023, Stanley Druckenmiller's Duquesne Family Office built a massive stake in Nvidia (
NVDA
+0.38%
) for a split-adjusted price of $22-24 per share. But in mid-to-late 2024, he sold his entire position at a blended average price of around $73.50.
Today, Nvidia's stock trades at about $190 per share. So even though Druckenmiller turned a $210-$220 million investment into rou
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Biotech/NasdaqGM:SPRY
Micron Stock And 2 Fast Growth Picks With Major Catalysts Ahead
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global markets are sending a mixed message, with solid export activity in countries like China and Mexico, shifting central bank policies, and uneven inflation trends across the US, Europe, and emerging markets. In this kind of backdrop, many
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
www.taipeitimes.com
2026-06-29
Taipei Times
Taiwan’s 5,000 largest companies posted a record high in aggregate net profit last year, up more than 11 percent from a year earlier, with contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) holding on as the country’s most profitable company amid the artificial intelligence (AI) boom, credit information agency CRIF Taiwan (中華徵信所) said on Wednesday.
Strong global demand for AI ap
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Takeaways for Synopsys Stock as of June 2026
Analysts rate Synopsys stock 13 buys, 6 holds, and 1 underperform, with a mean target of $564, implying around 24% upside from the current price of $454.
TIKR’s mid-case model values Synopsys at around $827 by October 2030, implying around 82% total return, or roughly 15% annualized.
Synopsys stock looks undervalued at current levels, with EBITDA ma
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
2026-06-28
www.bloomberg.com
2026-06-28
Bloomberg.com
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2026-06-28
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2026-06-28
How-To Geek
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Q3 Results Proved That the Stars Are Aligned for Micron Stock
Pathikrit Bose
June 28, 2026 7 min read
MU
+0.94%
GOOGL
+1.82%
NVDA
+0.37%
SPCX
-0.98%
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Trading disclosure
In different points of the market, investors find their new favorites. While in recent years it has been Nvidia (NVDA) or Alphabet (GOOGL) (GOOG), the wider AI trade has anointed a new darling: Micron (MU
2026-06-28
www.marketwatch.com
2026-06-28
MarketWatch
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2026-06-28
www.theinformation.com
2026-06-28
The Information
How Small Firms Use Claude to Quit Salesforce
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2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $626.84
Target Price (Mid): ~$760
Street Target: ~$550
Potential Total Return: ~21%
Annualized IRR: ~4.5% / year
Earnings Reaction: -0.89% (May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials (AMAT) just did something its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Micron smashed expectations, and it couldn't have gone much better for investors who are bullish on memory stocks.
Multiple memory companies are shifting to multiyear contracts with tech giants to secure meaningful revenue visibility.
As companies continue to deliver superb results, it will increase the price of memory chips and reduce the likelihood of a future supply glut.
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