Semiconductor News & Analysis Feed

United States/Semiconductors/NasdaqGM:MRAM 3 Semiconductor Stocks Riding AI Memory And Chip Equipment Demand June 30, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link AI heavyweights in the Magnificent 7 have just seen about US$2.3t in value wiped away as investors question massive, often debt-fueled, infrastructure spending and wait for second quarter earnings to show clearer payo

Galatek Technologies has opened a manufacturing, assembly, and delivery center in Penang, marking the AI-enabled automation and semiconductor equipment supplier's first manufacturing site in Malaysia.

Applied Materials (AMAT) is up 6.8% today. Here is some analysis on what might have caused this price movement. Analysis: The move appears tied to renewed optimism around AI-driven semiconductor capital spending, reinforced by Applied Materials’ recently strong quarterly results and upbeat outlook. Another likely contributor is incremental bullishness from Wall Street research notes and price-tar

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