Semiconductor News & Analysis Feed
946 articles
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
ASML, NL0010273215
ASML Stock - Barclays lifts price target on EUV demand
21.06.2026 - 07:20:22 | ad-hoc-news.de
ASML stock gets fresh analyst support as Barclays raises its price target significantly on expectations for sustained demand for extreme ultraviolet (EUV) lithography systems. A Sunday background focus puts the move into the broader story of ASML’s strategic role in chipmaking.
ASML,
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments Stock - Analyst sentiment and AI demand in focus
20.06.2026 - 22:05:53 | ad-hoc-news.de
Texas Instruments stock is drawing fresh attention as investors reassess its role in AI-related power semiconductors and digest updated analyst sentiment and consensus estimates for the chipmaker.
Texas Instruments, US8825081040
Edited by ad hoc news Long-Ter
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
news.google.com
2026-06-20
IndexBox
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy · Zacks
Zacks Equity Research
Fri, June 19, 2026 at 9:56 AM PDT 5 min read
CL=F
+0.45%
A surge in oil prices, fueled by the Middle East crisis, has heightened concerns that inflation could rise further. Although the United States and Iran reached a peace deal on Sunday, it is un
2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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In ad
2026-06-19
www.foxbusiness.com
2026-06-19
Fox Business
Mayflower Advisors co-founder Larry Glazer discusses the AI boom's impact on Micron, with demand for chips outstripping supply. He cites Apple CEO Tim Cook's comments on chip shortages, signaling robust AI infrastructure buildout.
Mayflower Advisors co-founder Larry Glazer explains how Micron (MU) stands to benefit from the AI boom's demand for advanced chips and data center infrastructure. He re
2026-06-19
uk.finance.yahoo.com
2026-06-19
Yahoo Finance UK
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Soumya Eswaran
Fri, 19 June 2026 at 5:35 am GMT-7 2 min read
CAMT
+0.29%
^RUT
+0.83%
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here. The Wasatch Small Cap Growth Strategy lagged the benchmark, Russell 2000 Growth Index, in the quarter,
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Soumya Eswaran
Fri, June 19, 2026 at 5:35 AM PDT 2 min read
CAMT
+0.29%
^RUT
+0.83%
Trade Camtek on Coinbase
Trading disclosure
Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q1 2026 investor letter. A copy can be downloaded here. The Wasatch Small Cap Growth Strategy lagged the benchmark,
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The federal government wants more data centers to come online — as long as they do not impact the electricity supply.
2026-06-19
www.aircargonews.net
2026-06-19
Air Cargo News
www.aircargonews.net
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2026-06-19
www.techinasia.com
2026-06-19
Tech in Asia
Counterpoint Research, a Hong Kong-based market research firm, projected the global memory chip market would reach 1,500 trillion won (US$975 billion) in 2026.
The firm said the market would be 4.2 times larger than the estimated 360 trillion won (US$234 billion) in 2025, driven by growing AI infrastructure investment, particularly in North America.
Counterpoint said server memory products, incl
2026-06-19
cryptobriefing.com
2026-06-19
Crypto Briefing
SK Hynix shares gain 7% as AI chip demand sends stock to record high
The memory chip giant's rally helped push South Korea's KOSPI index past 8,000 points for the first time
2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-19
digitimes.com
2026-06-19
Taiwan's semiconductor equipment, components, and solutions providers posted robust revenue growth through the first five months of 2026, with 34 of 43 tracked companies reporting positive accumulated year-on-year figures.
2026-06-19
digitimes.com
2026-06-19
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Technology (MU) Stock Sees Fair Value Lift As AI Memory Demand Drives Analyst Optimism
Bailey Pemberton
Thu, June 18, 2026 at 12:07 PM PDT 4 min read
MU
+4.34%
Trade MU on Coinbase
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Micron Technology's fair value estimate has been