Semiconductor News & Analysis Feed
66 articles
2026-06-18
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2026-06-18
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Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron (MU) shares have already more than tripled in 2026, but a senior Deutsche Bank analyst, Melissa Weathers, believes they’re not out of juice just yet.
In a research note this morning, Weathers maintained a “Buy” rating on MU and raised her price target on the memory chips specialist to $1,500, indicating potential upside of an
2026-06-17
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2026-06-17
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Texas Instruments (TXN) is one of the world’s leading analog and embedded semiconductor companies, supplying critical chips used across industrial, automotive, communications, data center, and consumer electronics markets.
Citi recently reaffirmed its bullish stance on the stock, raising its price target to $345 from $280 and
2026-06-17
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2026-06-17
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NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) recently disclosed plans to sell bonds and raise capital, and investors tripped over themselves to get a piece.
The artificial intelligence chip giant pulled off one of the most talked-about debt deals in recent memory. The numbers were eye-catching, and the demand was overwhelming.
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Nvidia’s AI Dominance Is Ma
2026-06-17
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2026-06-17
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Close- up of computer chip with AI sign by YAKOBCHUK V via Shutterstock
The artificial intelligence boom has created a bottleneck few investors anticipated. GPUs get the headlines, but memory has become the fuel powering the entire AI ecosystem. Every new AI server requires dramatically more high-bandwidth memory (HBM), DRAM, and advanced storage than previous generations. At the same time, suppl
2026-06-16
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2026-06-16
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NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Nvidia (NVDA) is back in the bond market for the first time in five years, and the size of the deal is getting attention. The chipmaker is seeking to raise at least $20 billion, with reports saying the final sale could reach $25 billion after strong demand pushed orders to about $85 billion. Nvidia says the proceeds will go toward gen
2026-06-16
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2026-06-16
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Nvidia (NVDA) stock is extending gains on Monday after the artificial intelligence (AI) behemoth revealed plans of raising at least $20 billion via a seven-tranche bond offering — its first since 2021.
Wall Street giants JPMorgan, Goldman Sachs, and Morgan Stanley are leading the sale, with bond maturities extending up to 30 years.
According
2026-06-16
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2026-06-16
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The logo for ASML on a corporate office by Skorzewiak via Shutterstock
ASML Holding N.V. (ASML) holds one of the most critical positions in the global semiconductor supply chain. As the world’s sole supplier of extreme ultraviolet lithography machines, the Dutch chip equipment giant plays an indispensable role in producing the most advanced chips used in artificial intelligence (AI), high-perform
2026-06-16
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2026-06-16
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NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Nvidia (NVDA) has announced a six-year strategic compute collaboration with SharonAI (SHAZ), a neocloud company focused on high-performance computing and artificial intelligence (AI) infrastructure.
The deal will enable 72 MW of new data center capacity in Australia, deploying NVDA’s DSX AI factory design and scaling up to 40,000 GB3
2026-06-15
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2026-06-15
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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
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2026-06-15
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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
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2026-06-14
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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
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2026-06-14
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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
2026-06-13
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2026-06-13
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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
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2026-06-13
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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
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2026-06-13
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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
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2026-06-13
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Valued at a market cap of $45.8 billion, ON Semiconductor Corporation (ON) is a leading supplier of intelligent power and sensing technologies used across automotive, industrial, cloud infrastructure, and consumer applications. Headquartered in Scottsdale, Arizona, the company specializes in semiconductor solutions that enable energy-efficient and h
2026-06-12
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2026-06-12
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Image of Jensen Huang by jamesonwu1972 via Shutterstock
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear signal: AI has become “insanely profitable” for Taiwan Semiconductor (TSM). Those words capture exactly why TSM stock remains in a league of its own.
Over the past few months, sem
2026-06-12
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2026-06-12
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Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
The Philadelphia Semiconductor Index ($SOX) hit an all-time high of 13,998.14 on June 3, then quickly dropped 9.58% in one session, its sharpest fall in a while. The selloff followed Broadcom's (AVGO) Q2 earnings report. Even though revenue jumped 48% year-over-year (YoY) to $22.2 billion, investors were not impre
2026-06-11
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2026-06-11
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Nebius Group (NBIS) is the AI cloud company, delivering a unified, full-stack platform spanning the complete AI journey, from data ingestion, model training, and fine-tuning to production deployment and inference. Amsterdam-headquartered and Nasdaq-listed, Nebius was born from Yandex's non-Russian assets
2026-06-09
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2026-06-09
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Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
Corning (GLW) is a global materials science powerhouse with a 175-year legacy of life-changing invention. The company operates across optical communications, display technologies, specialty materials, automotive, and life sciences. Corning is today one of the most compelling AI infrastructure plays hiding in plain