Semiconductor News & Analysis Feed
125 articles
2026-06-18
news.google.com
2026-06-18
TradingKey
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
ASML Holding N.V. (ASML) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can expand EUV tool output more than previously modeled, improving the company’s medium-term revenue and margin runway. That theme has been reinforced by a wave of higher sell-side price targets and by ASML’s own strong 2026
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia (NVDA) Starts European Manufacturing For Vera Rubin NVL72 With Bull And Foxconn
Bailey Pemberton
Wed, June 17, 2026 at 7:15 AM PDT 5 min read
NVDA
-0.36%
2317.TW
+1.12%
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NVIDIA (NasdaqGS:NVDA) has begun European manufacturing of
2026-06-17
www.investing.com
2026-06-17
Investing.com
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2026-06-17
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2026-06-17
Yahoo Finance Singapore
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Bull and Foxconn advance European AI infrastructure with NVIDIA Vera Rubin NVL72 platform built in Europe
GlobeNewswire · GlobeNewswire Inc.
BULL SAS
Tue, 16 June 2026 at 9:00 pm GMT-7 3 min read
2317.TW
+1.12%
NVDA
-2.37%
Paris, France – 17 June, 2026 – As part of their recently unveiled collaboratio
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
Zacks Equity Research
Tue, June 16, 2026 at 6:30 AM PDT 4 min read
2330.TW
-1.25%
TSM
-3.53%
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Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-fir
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-15
www.msn.com
2026-06-15
MSN
Citi raised the price targets on Texas Instruments (TXN) and ON Semiconductor (ON), while separately highlighting the implications of the 800V Direct Current, or DC, transition for its analog and connector coverage.
"We are most constructive on TXN, driven by expected share gains in data center power starting in 2H26, and continue to favor MPWR on sustained share gains in Enterprise Data and Comm
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
Camtek (CAMT) Is Up 17.7% After Landing US$105 Million In AI-Focused HBM Orders – Has The Bull Case Changed?
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Camtek Ltd. reported securing over US$105,000,000 in multi-system orders tied to AI applications from a tier-1 OSAT and an HBM customer, with deliveries sc
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
finance.yahoo.com
2026-06-13
Yahoo Finance
Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI
Larry Ramer
Sat, June 13, 2026 at 8:00 AM PDT 3 min read
INTC
-8.45%
CDNS
-1.69%
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Trading disclosure
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
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
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Micron Technology (MU) has been back in the spotlig
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Wall Street Bullish on Nvidia (NVDA), Is It a Good Stock to Buy?
Talha Qureshi
Fri, June 12, 2026 at 6:08 AM PDT 2 min read
NVDA
-0.19%
Trade NVIDIA on Coinbase
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NVIDIA Corporation (NASDAQ:NVDA) is one of the Good Stocks to Invest in Now. Wall Street remains bullish on NVIDIA Corporation (NASDAQ:NVDA) despite around 3% decline over the past few days. The decline stems from inves
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
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
tomshardware.com
2026-06-11
Mark Tyson
A Redditor's powerful gaming PC just might have just saved their life after its splintered G.Skill RAM sticks diverted a bullet shot through the wall.
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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