Semiconductor News & Analysis Feed

Micron Technology has seen a strong rally driven by surging demand for High Bandwidth Memory (HBM), with quarterly revenue soaring from $11 billion to $42 billion in under a year. As the only U.S.-based supplier of HBM, Micron plays a critical role in the AI ecosystem, supplying memory to NVIDIA and

This article examines whether Applied Materials (AMAT) is the best all-time high stock with potential for further upside. As a leading global supplier of semiconductor equipment, AMAT received positive ratings and upgraded price targets from major investment banks in June 2026, reflecting optimism i

ASML Holding N.V. (ASML), a leading global supplier of semiconductor equipment, has garnered significant attention from major investment banks recently. On June 22, 2026, Bank of America raised its price target for ASML from $2,268 to $2,345, maintaining a 'Buy' rating. The firm cited increased dema

On June 22, 2026, Fervo Energy (Nasdaq: FRVO), NVIDIA, and the Pacific Northwest National Laboratory (PNNL) announced a collaboration to develop the next-generation digital twin platform for Enhanced Geothermal Systems (EGS), named EGS-Twin. Designed to provide real-time insights into subsurface beh

As NVIDIA's next-generation AI chip Vera Rubin enters the data center space, the unprecedented compute power it delivers comes with a steep price tag. According to Foxconn Chairman Young Liu, the cost of building a gigawatt-level data center based on Vera Rubin could reach up to $47 billion per giga

NVIDIA CEO Jensen Huang has publicly criticized other tech executives for using artificial intelligence (AI) as an excuse for layoffs, calling such practices irresponsible and masking deeper issues like mismanagement, over-hiring, and high AI-related costs. Huang argues that AI is still in its early