Semiconductor News & Analysis Feed
536 articles
2026-06-25
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2026-06-25
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Why Marvell Technology (MRVL) Shares Are Trading Lower Today
Why Marvell Technology (MRVL) Shares Are Trading Lower Today
2 min read
MRVL
−0.84%
MU
−0.31%
KOSPI
+3.26%
What Happened?
Shares of networking chips designer Marvell Technology
MRVL
fell 4.1% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capi
2026-06-25
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2026-06-25
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Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
3 min read
VSH
−5.72%
HIMX
−6.23%
MU
−0.31%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish re
2026-06-25
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2026-06-25
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onsemi and Semtech Shares Are Falling, What You Need To Know
onsemi and Semtech Shares Are Falling, What You Need To Know
3 min read
ON
−1.13%
SMTC
−2.94%
SOX
−0.18%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate
2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
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Micron Options Traders Brace for Massive Earnings Swing
Micron Options Traders Brace for Massive Earnings Swing
Less than 1 min read
MU
−5.67%
Micron Technology
MU
options traders priced in another sharp move for the chipmaker's shares ahead of Wednesday's earnings report, after the stock fell about 13% on Tuesday. Micron's setup pointed to a wide post-results range.
Near-th
2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
5 min read
KLAC
−2.76%
AMAT
−1.62%
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA Corp
2026-06-24
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2026-06-24
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Anxious investors await Micron earnings as chip sector whipsaws
Anxious investors await Micron earnings as chip sector whipsaws
Refinitiv2 min read
MU
−4.82%
WMT
+0.19%
INTC
−2.61%
IXIC
−0.74%
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2026-06-24
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2026-06-24
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Micron Faces Its AI Earnings Test
Micron Faces Its AI Earnings Test
Less than 1 min read
MU
−0.51%
Micron Technology (MU, Financials) goes into earnings with a lot riding on the report. The stock has already had a strong run, helped by demand for memory used in AI servers. That makes this quarter important. Investors want to know whether the business is still catching up to the
2026-06-24
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2026-06-24
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Wall St subdued as tech steadies, Micron earnings in focus
IMPORTANT
Wall St subdued as tech steadies, Micron earnings in focus
RefinitivLess than 1 min read
SPX
−0.02%
IXIC
−0.17%
MU
−1.91%
DJI
+0.61%
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2026-06-24
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2026-06-24
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Wall St set to open higher as tech rebounds, Micron earnings eyed
Wall St set to open higher as tech rebounds, Micron earnings eyed
Refinitiv2 min read
MU
−2.41%
SNDK
−3.77%
NQ1!
−0.78%
SPX
−0.14%
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2026-06-24
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2026-06-24
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Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Refinitiv1 min read
QCOM
−2.54%
NVDA
+0.69%
AMD
+0.23%
AMAT
+1.18%
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2026-06-24
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2026-06-24
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Why Micron (MU) Shares Are Getting Obliterated Today
Why Micron (MU) Shares Are Getting Obliterated Today
3 min read
MU
What Happened?
Shares of memory chips maker Micron
MU
fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The headline sounds bearish for AI, but
2026-06-24
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2026-06-24
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Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
3 min read
LRCX
−9.33%
QCOM
−8.01%
WDC
−8.45%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion r
2026-06-24
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2026-06-24
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Less than 1 min read
MU
−13.18%
According to estimates from 40 analysts, Micron Technology, Inc. stock's average price target has risen from $1109.53 to $1123.28, with forecasts ranging from $249
2026-06-24
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2026-06-24
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside
Less than 1 min read
AMAT
−8.48%
According to estimates from 32 analysts, Applied Materials, Inc. stock's average price target has risen from $543.72 to $549.34, with forecasts ranging from $425
2026-06-24
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2026-06-24
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Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO?
Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO?
4 min read
IONQ
−0.81%
RGTI
−0.47%
QNT
+13.46%
After a volatile start to 2026, quantum computing stocks have staged an impressive comeback. Since April 1, shares of IonQ IONQ have surged 109.9%, while Rigetti Computing RGTI has rallied 58.4%, both si
2026-06-24
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2026-06-24
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Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
3 min read
MRVL
−9.36%
HIMX
−9.52%
IPGP
−8.77%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansio
2026-06-24
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2026-06-24
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Stock Story
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Vishay Intertechnology, Amtech, and FormFactor Shares Are Falling, What You Need To Know
Vishay Intertechnology, Amtech, and FormFactor Shares Are Falling, What You Need To Know
3 min read
VSH
−8.26%
ASYS
−7.72%
FORM
−8.85%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) exp
2026-06-24
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2026-06-24
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KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
4 min read
KLAC
−9.17%
ON
−11.01%
NVMI
−9.47%
SOX
−7.87%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled