Semiconductor News & Analysis Feed
537 articles
2026-06-17
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2026-06-17
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Can Strong Smartphone Demand Sustain AMKR's Growth Momentum?
Can Strong Smartphone Demand Sustain AMKR's Growth Momentum?
2 min read
AMKR
+4.31%
Amkor Technology AMKR continues to benefit from a favorable shift in premium smartphone architecture as a structural growth lever. Premium device adoption is rising alongside accelerating 5G penetration and deeper on device AI integration,
2026-06-17
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2026-06-17
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Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
3 min read
AMAT
+8.08%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand fo
2026-06-17
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2026-06-17
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
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2026-06-17
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Less than 1 min read
AMAT
+7.61%
According to estimates from 33 analysts, Applied Materials, Inc. stock's average price target has risen from $526.48 to $529.82, with forecasts ranging from $425 to
2026-06-17
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2026-06-17
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TXN's Manufacturing Expansion Continues: Can It Strengthen Margins?
TXN's Manufacturing Expansion Continues: Can It Strengthen Margins?
3 min read
TXN
−0.08%
Texas Instruments Incorporated’s TXN long-term manufacturing expansion strategy is beginning to show meaningful benefits, raising the question of whether it can drive stronger profit margins in the years ahead. Unlike many sem
2026-06-17
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How is Onto Innovation Capitalizing on Advanced Packaging Demand?
How is Onto Innovation Capitalizing on Advanced Packaging Demand?
3 min read
ONTO
+4.38%
Onto Innovation Inc. ONTO is capitalizing on rising advanced packaging demand by expanding its inspection and metrology portfolio, accelerating new product adoption and strengthening its position across high-performance AI comput
2026-06-17
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2026-06-17
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Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Less than 1 min read
MU
−6.18%
Micron Technology
MU
looked set to extend its run after another record close and a fresh wave of Wall Street optimism around memory-chip demand tied to artificial intelligence.
Shares were closed on Monday at $1,087.99, a new hi
2026-06-17
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ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
4 min read
ASML
+2.26%
Shares of ASML Holding ASML have gained 36.3% in the past three months, outperforming the industry, its sector as well as the Zacks S&P 500 composite in the same time frame. ASML shares are trading at a discount to their 52-week high.
ASM
2026-06-16
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Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Less than 1 min read
Q
−5.45%
Qnity is capitalizing on AI and advanced packaging trends, driving strong growth in data centers and industrial markets. Its end-to-end materials portfolio, rapi
2026-06-16
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2026-06-16
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2026-06-16
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Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
3 min read
LRCX
−5.03%
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful cata
2026-06-16
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Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
5 min read
AMD
−7.30%
INTC
−8.45%
NVDA
−2.37%
The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agenti
2026-06-16
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Nvidia Raises $25B in Bond Sale
Nvidia Raises $25B in Bond Sale
Less than 1 min read
NVDA
−2.37%
Nvidia (NVDA, Financials) raised $25 billion in a U.S. bond sale, returning to the debt market for the first time in five years.
The offering was larger than initially expected. Nvidia had been looking to raise about $20 billion, but strong demand pushed the final size to $25 billi
2026-06-16
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2026-06-16
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Nvidia Taps Bond Market for the First Time in Five Years
Nvidia Taps Bond Market for the First Time in Five Years
Less than 1 min read
NVDA
+3.18%
GS
+1.75%
JPM
−0.08%
MS
+2.33%
Nvidia
NVDA
is preparing to sell investment-grade bonds for the first time since June 2021, targeting at least $20 billion across seven maturities from two to 30 years. The longest bonds are being mar