Semiconductor News & Analysis Feed
518 articles
2026-06-15
uk.finance.yahoo.com
2026-06-15
Yahoo Finance UK
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
Shrabana Mukherjee
Mon, 15 June 2026 at 8:54 am GMT-7 6 min read
ON
+6.50%
^GSPC
+1.90%
IFNNF
+1.74%
IFNNY
+1.95%
STM
+2.98%
onsemi ON has quietly become one of the semiconductor sector’s strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry’s
2026-06-15
www.zacks.com
2026-06-15
Zacks Investment Research
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2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Tech Hardware/NasdaqGS:STX
If AI Trade Flows Surge These Semiconductor Stocks Could Surprise
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global trade is picking up again, with AI hardware, semiconductors, and advanced electronics right at the center of that shift. For investors, this news event is a cue to look closely at companies that sit along these supply chains, fr
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
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
news.google.com
2026-06-13
CNBC
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-12
www.thestreet.com
2026-06-12
thestreet.com
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2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-12
stockstotrade.com
2026-06-12
StocksToTrade
Entegris Inc. stocks have been trading up by 11.38 percent on optimism surrounding strengthened semiconductor supply-chain demand.
Key Takeaways For ENTG Traders
Mizuho lifted its Entegris (ENTG) price target to $180 from $175 and kept an Outperform rating, pointing to strength in wafer fab equipment and Entegris’ leverage to the WFE upcycle.
A new cross-licensing pact with JSR and Inpria ends a
2026-06-12
www.msn.com
2026-06-12
MSN
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2026-06-12
www.cnbc.com
2026-06-12
CNBC
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2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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2026-06-11
stockstotrade.com
2026-06-11
StocksToTrade
Intel Corporation stocks have been trading up by 11.15 percent following upbeat chip demand forecasts and strong AI data-center momentum.
Key Takeaways Traders Need To Know
Shares ripped 10–12% after reports that Alphabet/Google and Nvidia tapped Intel as a backup manufacturer for advanced processors amid TSMC capacity constraints.
Wells Fargo lifted its INTC price target to $110 from $85, pointi
2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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2026-06-11
news.alphastreet.com
2026-06-11
AlphaStreet
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TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
ANALYSIS
TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
NYSE
$TSM
June 10, 2026
5 min read
X
in
f
Introduction
Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is often discussed as the cleanest public-market way to play artificial intelligence chip demand. That framing is not wrong, but
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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GuruFocus
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ASML Surges 64%, Yet Trades At Cheapest Relative Valuation In A Decade
ASML Surges 64%, Yet Trades At Cheapest Relative Valuation In A Decade
1 min read
ASML
−2.45%
AMAT
−0.44%
TSM
−4.48%
ASML
−0.08%
ASML Holding
ASML
has climbed to fresh record highs in 2026, but the rally is telling investors a more complicated story. Shares are up 64% this year, yet ASML has still lagged t
2026-06-11
simplywall.st
2026-06-11
simplywall.st
Taiwan/Semiconductors/TWSE:2330
TSMC And Two AI Trade Stocks Reshaping Critical Supply Chains
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI related trade is surging, tariffs are reshaping supply chains, and competition for critical minerals is tightening. These shifts are already filtering through to company earnings risks and opportunities, especially for businesses
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-10
www.barrons.com
2026-06-10
Barron's
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