Semiconductor News & Analysis Feed
218 articles
2026-06-23
digitimes.com
2026-06-23
Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of 24 tracked companies posting positive year-over-year gains, according to monthly revenue filings compiled for the period. The results underscore continued downstream demand driven by AI-related chip shipments and a broader recovery in consumer electronics.
2026-06-23
www.tradingview.com
2026-06-23
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Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach?
Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach?
3 min read
MU
−13.18%
Micron Technology MU) has been one of the elite performers in the semiconductor space over the past year, fueled by surging demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM) products.
With the m
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
Positive Q2 results expected from ASML and other chip equipment makers: Wells Fargo
Jun 22, 2026, 12:14 PM ETASML Holding N.V. (ASML) Stock, AMAT Stock, KLAC Stock, LRCX StockBy: Ravikash Bakolia, SA News Editor
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Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer
2026-06-22
digitimes.com
2026-06-22
In a rare public admission during an internal briefing, Park Yong-In, president of the System LSI Business of the Device Solutions (DS) Division at Samsung Electronics, expressed concern over losses in the company's system-on-chip (SoC) business. As a result, the overall system LSI business is also expected to post a loss in 2026.
2026-06-21
mottcapitalmanagement.com
2026-06-21
Mott Capital Management
MICRON EARNINGS PREVIEW WHY OPTIONS POSITIONING MAY MATTER MORE THAN RESULTS
JUNE 20, 2026
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Micron reports after the close on June 24, and the setup looks a lot like it did back in March — when the stock fell hard in the days after results, even though the numbers were good. What matters most this time isn’t really whether ear
2026-06-19
www.proactiveinvestors.com
2026-06-19
Proactive financial news
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Emily Jarvie
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Micron Technology Inc
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Micron seen benefiting from strong memory pricing ahead of fiscal Q3 results
Published: 10:20 19 Jun 2026 EDT
Micron Technology Inc (NASDAQ:MU) is positioned to benefit from stronger-than-expected memory pricing trends as
2026-06-19
www.investors.com
2026-06-19
Investor's Business Daily
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Semiconductor Manufacturing Stocks Q1 Results: Benchmarking Nova (NASDAQ:NVMI)
Kayode Omotosho
Wed, June 17, 2026 at 2:31 PM PDT 4 min read
NVMI
+0.68%
Trade Nova on Coinbase
Trading disclosure
Semiconductor Manufacturing Stocks Q1 Results: Benchmarking Nova (NASDAQ:NVMI)
The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a loo
2026-06-18
www.hpcwire.com
2026-06-18
HPCwire
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2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Just Raised Its Dividend 30% After Record AI Driven Results
June 17, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) reported record quarterly results, with revenue close to tripling and earnings far ahead of prior expectations.
The company issued Q3 guidance that would put a single quarter’s reve
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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Strong Results Lifted Applied Materials (AMAT) in Q1
Published on June 16, 2026 at 10:46 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to downloa
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Strong Results Lifted Applied Materials (AMAT) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:46 AM PDT 3 min read
AMAT
-3.00%
Trade AMAT on Coinbase
Trading disclosure
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the "Columbia Global Technology Growth Fund". A copy of the letter is available to download here. In Q1 2026, t
2026-06-16
digitimes.com
2026-06-16
Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing toward pilot production and mass manufacturing.
2026-06-15
www.msn.com
2026-06-15
MSN
Semiconductor stocks surged Monday, powering the information technology sector (XLK) to the top of the S&P 500 (SP500) sector leaderboard as investors embraced a renewed appetite for growth-oriented assets following news of a peace agreement between the United States and Iran.
The easing of geopolitical tensions helped fuel a broad risk-on rally across Wall Street, with chipmakers emerging as one
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
digitimes.com
2026-06-15
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and i
2026-06-14
www.chosun.com
2026-06-14
조선일보
By Yoo Jane
Published 2026.06.14. 13:38
Updated 2026.06.14. 15:10
Illustration by Jeong Da-un
Seohak ants, Korean retail investors buying foreign stocks, individual investors investing in U.S. stocks, have returned to net buying in the U.S. stock market after two months, having previously shifted from U.S. stocks to domestic stocks amid the domestic market boom.
According to the Korea Securitie
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Valuation After Strong Results And Major Silicon Photonics Contract Wins
June 13, 2026
Simply Wall St
Tower Semiconductor (TSEM) has become a focal point after strong quarterly results, sizeable silicon photonics contracts for 2027 and 2028, and sharp share price swings driven by sector wide volatility and perceived valua