Semiconductor News & Analysis Feed
8094 articles
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Invests $8.89 Million in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Louisiana State Employees Retirement System opened a new position in Cadence Design Systems, buying 32,000 shares valued at about $8.89 million in the first quarter.
Insider selling has been notable, including recen
2026-06-26
news.google.com
2026-06-26
Trefis
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Parkway Wealth Management Group LLC Takes $2.70 Million Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Parkway Wealth Management Group LLC opened a new position in Texas Instruments during the first quarter, buying 12,560 shares worth about $2.7 million.
Texas Instruments reported better-than-expected quarterly earni
2026-06-26
realinvestmentadvice.com
2026-06-26
Real Investment Advice
DAILY MARKET COMMENTARY
MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON
By
RIA TEAM
| Jun 26, 2026
Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.86%
) had a market capitalization of $360 billion at the beginning of 2023, which was right before the artificial intelligence (AI) boom started gathering momentum. The company has since sold millions of its graphics processing units (GPUs) for data centers, which are the primary chips used in AI training and inference workloads, propelling its market cap to $4.8 trillion.
But des
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
OP Asset Management Ltd Makes New $9.17 Million Investment in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
OP Asset Management opened a new position in Cadence Design Systems, buying 32,989 shares worth about $9.17 million in the first quarter.
Cadence reported strong quarterly results, with earnings of $1.96 per share and reve
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
RFG Advisory LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
RFG Advisory LLC cut its Texas Instruments stake by 34.3% in the first quarter, selling 11,027 shares and leaving it with 21,139 shares valued at about $4.1 million.
Texas Instruments reported Q1 earnings of $1.68 per share, topping estim
2026-06-26
eetimes.com
2026-06-26
Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms.
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
/
Zacks
/
Zacks Industry Outlook Kulicke and Soffa , Ultra Clean and Veeco
Zacks Industry Outlook Kulicke and Soffa , Ultra Clean and Veeco
7 min read
UCTT
−3.39%
VECO
−6.79%
For Immediate Release
Chicago, IL – June 26, 2026 – Today, Zacks Equity Research Kulicke and Soffa Industries KLIC, Ultra Clean Holdings UCTT and Veeco Instruments VECO.
Industry: Electronics Components
Link: https:/
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 17:31
/Courtesy of onsemi
U.S. power and sensing semiconductor corporations onsemi will acquire edge artificial intelligence (AI) solutions corporations Synaptics for about $7 billion (about 10.77 trillion won). Following AI data centers, the transaction targets the physical AI market, including automobiles, robots, and industrial equipment.
On the 25th, o
2026-06-26
ximitime.com
2026-06-26
ximitime.com
NEWS
Xiaomi 18 leak hints at 2nm chip and dual 200MP camera upgrade
Emir Bardakçı
Jun. 26, 2026, 11:30
3 mins read
0 Comments
TABLE OF CONTENTS
New features expected on the Xiaomi 18
Xiaomi 18 Leaked Specs
How this upgrade could improve daily use
A new leak from reliable Chinese tipster Digital Chat Station suggests that Xiaomi may be preparing a major hardware jump for its next standard flagship
2026-06-26
www.electronicsforyou.biz
2026-06-26
Electronics For You BUSINESS
__fail__
2026-06-26
www.barrons.com
2026-06-26
Barron's
__fail__
2026-06-26
www.barrons.com
2026-06-26
Barron's
__fail__
2026-06-26
www.barrons.com
2026-06-26
Barron's
__fail__
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Fairvoy Private Wealth LLC Acquires New Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fairvoy Private Wealth LLC opened a new position in Synopsys during the first quarter, buying 3,048 shares worth about $1.21 million.
Several large institutional investors also adjusted their stakes, with Vanguard, State Street, Morgan Stanley, a
2026-06-26
evertiq.com
2026-06-26
Evertiq
© onsemi
General | June 26, 2026
onsemi to acquire Synaptics in $7 billion all-stock deal
Evertiq
Building on onsemi’s expertise in automotive, industrial and AI data center, the combined platform is intended to position onsemi at the center of Physical AI.
onsemi and Synaptics have announced they have entered into a definitive agreement under which onsemi has agreed to acquire Synaptics in an al
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
Access Denied
You don't have permission to access "http://www.marketscreener.com/news/ai-memory-three-threats-looming-over-micron-sk-hynix-and-samsung-ce7f5fd9db81f527" on this server.
Reference #18.470f3417.1782461420.2f933335
https://errors.edgesuite.net/18.470f3417.1782461420.2f933335
2026-06-26
www.nytimes.com
2026-06-26
The New York Times
__fail__
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a11abad8fb142096
Performance and Security by Cloudflare
Privacy