Semiconductor News & Analysis Feed
453 articles
2026-06-13
www.trefis.com
2026-06-13
Trefis
Micron Stock And The Supply-Demand Tightrope
June 12th, 2026 by Trefis Team
-64.56%
Downside
996
Market
353
Trefis
MU
Micron Technology
Behind the company’s record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.
After a run of +774.6% over the last 12 months, it’s clear that investors in Micron Techn
2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-12
www.aol.com
2026-06-12
AOL.com
ASML May Benefit More From the AI Memory War Than TSMC
DR. ROBERT CASTELLANO
Updated Fri, June 12, 2026 at 10:37 PM GMT+8
0
Quick Read
The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix, and Micron into an aggressive EUV technology arms race.
ASML benefits regardless of the HBM winner as MU accelerates EUV system purchases from 1 in 2023 to 8 by 2027.
Act now: the
2026-06-12
www.trefis.com
2026-06-12
Trefis
Behind the company's record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.
After a run of +774.6% over the last 12 months, it’s clear that investors in Micron Technology (MU) are pricing in a nearly perfect future. The company is posting record results, fueled by high AI-driven demand for its memory
2026-06-12
www.trefis.com
2026-06-12
Trefis
In the last five years, Texas Instruments (TXN) stock has returned $30 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.
As it turns out, TXN stock has returned the 62nd highest amount to shareholders in history.
Why should you care? Because
2026-06-12
www.digitimes.com
2026-06-12
digitimes
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative...
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2026-06-12
digitimes.com
2026-06-12
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative project between Rohm Semiconductor, Schweizer Electronic, and eMoveUs GmbH exposed a revolutionary counter-intuitive shift in design philosophy: wi
2026-06-11
etfdb.com
2026-06-11
ETF Database
etfdb.com
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2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock’s New CPU Story Big Enough to Cover Its China Silence?
June 11th, 2026 by Trefis Team
-0.13%
Downside
200
Market
200
Trefis
NVDA
NVIDIA
As management pivots hard to a massive new market, they’ve stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can’t afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques a
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
CDNS
-0.63%
INTC
+7.49%
Explore stocks on Coinbase
Trading disclosure
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory als
2026-06-11
www.etftrends.com
2026-06-11
ETF Trends
Leveraged & Inverse Content Hub
Micron Can Shake Its Slump & Benefit This ETF
Todd Shriber June 11, 2026
Once-hot Micron (MU) is proving vulnerable to a recent uptick in volatility weighing on the artificial intelligence (AI) trade. As of late Wednesday, shares of the memory chipmaker were off 16.55% over the past week and following a recent flirtation with $1,100, the stock is clinging to $900.
2026-06-11
www.engineering.com
2026-06-11
Engineering.com
www.engineering.com
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2026-06-11
www.semafor.com
2026-06-11
Semafor
THE NEWS
Josh Parker has a tough job. As the artificial intelligence boom is greeted by a skeptical America, Nvidia’s head of sustainability wants to educate policymakers and the public about the positive impacts that the technology — and especially data centers — can have on communities.
“I don’t think it’s irrational for people to have anxiety about the future, because AI is so transformative,
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock's New CPU Story Big Enough to Cover Its China Silence?
As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue surge over the last year, it’s easy to get swept up in the triumphant narrative.
2026-06-11
www.trefis.com
2026-06-11
Trefis
Qualcomm Stock Shines Now But Storms Hit Hard
June 11th, 2026 by Trefis Team
-4.88%
Downside
191
Market
182
Trefis
QCOM
Qualcomm
Deeper drops than the broad market are its history. The real question is whether you can stomach the recovery time.
Qualcomm (QCOM) stock took a sharp turn on June 10th, 2026, when it fell 6.9% in a single session. For a shareholder, that stings. But it is vital to pla
2026-06-11
cryptobriefing.com
2026-06-11
Crypto Briefing
Republican lawmakers challenge TSMC’s influence in Washington as lobbying spend hits $3.28M
The Taiwanese chip giant has deployed 22 lobbyists to shape US semiconductor policy, with 18 of them coming
2026-06-11
eetimes.com
2026-06-11
“We are definitely not an EDA company,” Ricursive co-founders told EE Times.
2026-06-10
www.trefis.com
2026-06-10
Trefis
Should You Pay Attention To NVIDIA Stock’s Momentum?
June 10th, 2026 by Trefis Team
-3.86%
Downside
208
Market
200
Trefis
NVDA
NVIDIA
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?
Why Bet On NVDA Now?
The p
2026-06-10
www.trefis.com
2026-06-10
Trefis
NVIDIA or GLOBALFOUNDRIES: Which Stock Has More Upside?
June 10th, 2026 by Trefis Team
GFS
GLOBALFOUNDRIES
GLOBALFOUNDRIES fell -11% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock offers superi