Semiconductor News & Analysis Feed
1674 articles
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
Adam Hejl
Fri, June 19, 2026 at 1:04 PM PDT 5 min read
ENTG
+2.93%
Trade ENTG on Coinbase
Trading disclosure
Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
As the Q1 earnings season comes to a close, it's time to take stock of this quar
2026-06-20
news.google.com
2026-06-20
Seeking Alpha
2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Micron Stock
Current Price: $1,133.99 (June 18, 2026 close)
Target Price (Mid): ~$1,740
Street Target (TIKR mean): ~$930
Potential Total Return: ~54%
Annualized IRR: ~ 22% / year
Max Drawdown: 30.31% on 3/30/26
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What Happened?
Micron Technology (MU) is no longer the c
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Micron Technology, Inc.MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zacks Consensus Estimate for the top line is pegged at $34.8 billion, which implies year-over-year growth of 274.2%.
Micron Technology estimates adjusted earnings of $19.15 (+/-40 cents). The consensu
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Micron Technology, Inc.MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zacks Consensus Estimate for the top line is pegged at $34.8 billion, which implies year-over-year growth of 274.2%.
Micron Technology estimates adjusted earnings of $19.15 (+/-40 cents). The consensu
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)
Fiona Craig
Fri, June 19, 2026 at 5:40 AM PDT 3 min read
MU
+6.82%
Trade MU on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
Investors Look to Chipmaker for Signals on AI Demand
Investors are closely watching the upcoming earnings report from Micron Technology (NASDAQ:MU), viewing it as an important indicator of whet
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Likely to Beat Q3 Earnings Estimates: Time to Buy the Stock?
Anirudha Bhagat
Fri, June 19, 2026 at 5:16 AM PDT 5 min read
MU
+6.82%
TSM
+1.20%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zac
2026-06-19
www.zacks.com
2026-06-19
Zacks Investment Research
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2026-06-19
www.tradingpedia.com
2026-06-19
TradingPedia
Micron Earnings Test Strength of AI-Fueled Market Rally
Written by Michael Fisher, | Updated: June 19, 2026
Key Moments
Micron Technology’s upcoming June 24 earnings release is viewed as a key barometer of AI-related chip demand and data center spending.
Major U.S. equity indexes are trading near record levels, with the Philadelphia SE Semiconductor index recently hitting an all-time high and up 7
2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
stockstory.org
2026-06-19
StockStory
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2026-06-19
www.investing.com
2026-06-19
Investing.com
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2026-06-19
www.reuters.com
2026-06-19
Reuters
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Investors see Micron earnings as pulse check of AI rally momentum
Laura Matthews
Fri, June 19, 2026 at 3:02 AM PDT 3 min read
MU
+6.82%
Trade MU on Coinbase
Trading disclosure
By Laura Matthews
NEW YORK, June 19 (Reuters) - Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Micron Technology earnings will chec