Semiconductor News & Analysis Feed
8341 articles
2026-06-12
ts2.tech
2026-06-12
TechStock²
12 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·NASDAQ:MU·SEMICONDUCTORS·STOCK MARKET·TECHNOLOGY
2 MINS READ
MICRON STOCK NEARS $1,000 AGAIN AS AI MEMORY RALLY FACES JUNE 24 TEST
BY KHADIJA SAEED
New York, June 12, 2026, 08:03 EDT
Micron closed Thursday at $995.87, up 11.66%, after a sharp five-session pullback.
Wall Street remains split between rising memory-price estimates and concern that the
2026-06-12
www.tikr.com
2026-06-12
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $548.71
TIKR Mid-Case Target: ~$533
TIKR High-Case Target: ~$928 | Total Return: ~87% | IRR: ~8%/year
Street Mean Target: ~$513
Earnings Reaction: -0.89% (reported 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, Inc. (AMAT) gain
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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In ad
2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Breadcrumb
All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Xponance LLC Acquires 3,562 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Xponance LLC increased its stake in Cadence Design Systems by 4.9% in the fourth quarter, buying 3,562 additional shares and bringing its total holding to 76,058 shares valued at about $23.8 million.
Institutional ownership remains very high, wit
2026-06-12
www.reuters.com
2026-06-12
Reuters
__fail__
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Heekyong Yang and Yantoultra Ngui
Fri, June 12, 2026 at 4:27 AM PDT 2 min read
000660.KS
+2.33%
^IXIC
+2.54%
NVDA
+2.22%
MSFT
-1.77%
Explore stocks on Coinbase
Trading disclosure
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choos
2026-06-12
ca.finance.yahoo.com
2026-06-12
Yahoo! Finance Canada
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Illustration shows SK hynix logo · Reuters
Heekyong Yang and Yantoultra Ngui
Fri, June 12, 2026 at 4:27 a.m. PDT 2 min read
000660.KS
+2.33%
^IXIC
+2.54%
NVDA
+2.22%
MSFT
-1.77%
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
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Sharon AI Announces Six Year Strategic Compute Collaboration with NVIDIA
Business Wire
Fri, June 12, 2026 at 4:20 AM PDT 5 min read
NVDA
+0.02%
SHAZ
-9.19%
Explore stocks on Coinbase
Trading disclosure
NVIDIA and Sharon AI to deploy 72MW AI factory and up to 40,000 Grace Blackwell GB300 GPUs in Austra
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron and Sandisk Are Up Big During the Past Year. Can the Run Continue?
Keithen Drury, The Motley Fool
Fri, June 12, 2026 at 4:20 AM PDT 4 min read
SNDK
+14.50%
MU
+11.66%
NVDA
+2.22%
Explore stocks on Coinbase
Trading disclosure
If you had the foresight to invest in Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) stock during this time last year, you look like a genius right now. Micron is up a
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
If you had the foresight to invest in Micron (
MU
+11.48%
) and Sandisk (
SNDK
+14.50%
) stock during this time last year, you look like a genius right now. Micron is up about 700%, while Sandisk is up more than 3,800%. Those are monster returns in a short time frame, and would thrill any investor.
But that doesn't matter anymore. What really matters is if these two can continue their run.
Image
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
Trey Thoelcke
Fri, June 12, 2026 at 3:55 AM PDT 3 min read
ASML
+9.53%
Trade ASML on Coinbase
Trading disclosure
Quick Read
ASML stock surged 77% year-to-date and 142% over the trailing year after Q1 2026 revenue hit $10.34 billion with 53% gross margins.
Pat Gelsinger's xLight remains a lab-stage startup targeting
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
3-MIN READ
8
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Make SCMP preferred on Google
Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s c
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
3-MIN READ
13
Listen
Make SCMP preferred on Google
Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s