Semiconductor News & Analysis Feed

536 articles
2026-07-01
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News / Zacks / TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July? TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July? 3 min read 2330 −0.20% NVDA +0.71% AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
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News / Stock Story / Why Is IPG Photonics (IPGP) Stock Soaring Today Why Is IPG Photonics (IPGP) Stock Soaring Today 2 min read IPGP −7.74% SOX −4.65% What Happened? Shares of fiber laser manufacturer IPG Photonics IPGP jumped 5.3% in the afternoon session after Stifel reiterated its Buy rating and $125 price target on the stock, with the move also supported by a broader rebound in the semicon
2026-07-01
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News / Stock Story / Why Intel (INTC) Stock Is Up Today Why Intel (INTC) Stock Is Up Today 2 min read INTC −9.66% What Happened? Shares of computer processor maker Intel INTC jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spend
2026-07-01
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News / Stock Story / Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today 2 min read ALGM −8.86% What Happened? Shares of chip designer Allegro MicroSystems ALGM jumped 5.7% in the afternoon session after analysts at Mizuho and TD Cowen raised their price targets on the company's stock. Mizuho increased its price target
2026-06-30
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News / Zacks / TXN's Inventory Strategy Pays Off: Can It Support More Growth? TXN's Inventory Strategy Pays Off: Can It Support More Growth? 3 min read TXN −3.36% Texas Instruments Incorporated’s TXN decision to build higher inventory during the semiconductor downturn is beginning to deliver results as demand improves across key end markets. Instead of aggressively cutting production during the s
2026-06-30
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News / Stocktwits / SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale 2 min read 000660 −6.06% KEY POINTS: The 17.79 million shares offering represents about 2.5% of its total outstanding shares. BofA Securities, Citigroup, Goldman Sachs, and J.P. Morgan are s
2026-06-30
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News / GuruFocus / Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe Less than 1 min read SMCI −3.03% Shares of Super Micro Computer SMCI fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
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2026-06-30
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News / Reuters / Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news More news from Reuters C Dec 22, 2025 Reuters Mergers and acquisitions Dec 22, 2025 Reuters KALENDER-Termine Politik/Vermi
2026-06-30
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News / Reuters / Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news Dow Jones Newswires Sign up to read this news Quartr TBRG: Merger and executive compensation proposals both received majori
2026-06-30
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News / Stock Story / Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED) Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED) 3 min read OLED −0.73% TXN −2.98% ST −3.40% MPWR −4.40% The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s
2026-06-30
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2026-06-30
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News / GuruFocus / Micron and Intel Lead Chip Selloff Micron and Intel Lead Chip Selloff Less than 1 min read MU +0.94% AMD +6.61% INTC +1.54% SOX +2.17% Micron MU and Intel (NASDAQ:INTC) led chip stocks lower Monday even as the broader market moved higher on easing U.S.-Iran tensions. Micron fell 6% after a class-action lawsuit filed in California accused Micron, Samsung and SK Hynix of coord
2026-06-30
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News / Invezz / Applied Materials stock surges 10%: here's why Applied Materials stock surges 10%: here's why 2 min read AMAT −1.70% Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings. The move came as markets reassessed expectations around the semicon
2026-06-30
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News / GuruFocus / Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out Less than 1 min read MU +0.94% INTC +1.54% AMD +6.61% MRVL +1.62% Micron Technology MU and Intel INTC led semiconductor stocks lower on Monday as the sector continued its downward trend following last week's selloff. The broade
2026-06-30
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News / Zacks / ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy? ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy? 5 min read 3711 −4.12% AMKR +0.33% Artificial intelligence (AI) and high-performance computing are driving unprecedented demand for advanced semiconductor packaging, making outsourced semiconductor assembly and test (OSAT) providers increas
2026-06-29
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News / Stocktwits / DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity 2 min read 005930 −9.75% 000660 −10.46% KEY POINTS: Samsung and SK Hynix shares recouped losses from earlier in the day in Seoul as the official announc
2026-06-29
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News / Reuters / SK Hynix explores global financing options for new fabs, may consider overseas investments SK Hynix explores global financing options for new fabs, may consider overseas investments Refinitiv Sign up to read this news Join for free 000660 chart Analyze on Supercharts Latest news ReutersRefinitiv Indian shares rise aided by positive corporate updates, lower oil, foreign
2026-06-29
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News / Stocktwits / Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan 1 min read 005930 −8.73% 000660 −9.09% KEY POINTS: Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to local media re
2026-06-29
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News / Reuters / Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership Refinitiv Sign up to read this news Join for free Compare charts Analyze on Supercharts Latest news ReutersRefinitiv India's June fuel consumption slips 3.7% from previous month ReutersRefinitiv HSBC