Semiconductor News & Analysis Feed

536 articles
2026-06-22
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News / Reuters / SK Hynix dethrones Samsung Electronics as South Korea's most valuable company SK Hynix dethrones Samsung Electronics as South Korea's most valuable company RefinitivLess than 1 min read 000660 −12.47% 005930 −12.31% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for fre
2026-06-22
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News / Stocktwits / Why Is INTC Stock Jumping Over 5% In Overnight Trading? Why Is INTC Stock Jumping Over 5% In Overnight Trading? 3 min read INTC +5.19% KEY POINTS: Intel stock closed the last session at an all-time high, surging over 10%. Intel CEO Lip-Bu Tan said in a podcast that he is targeting a tenfold return over the next five to ten years and highlighted advanced packaging as a key growt
2026-06-22
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News / Asian Corporate Newswire / EE Power Asia 2026 to Spotlight Technologies Driving the Next Era of Electrification EE Power Asia 2026 to Spotlight Technologies Driving the Next Era of Electrification Refinitiv3 min read TAIWAN, June 22, 2026 - (ACN Newswire) - As demand for intelligent, efficient, and electrified systems continues to grow across industries, EE Power Asia 2026 will bring toget
2026-06-21
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News / Reuters / Investors see Micron earnings as pulse check of AI rally momentum Investors see Micron earnings as pulse check of AI rally momentum Refinitiv2 min read MU +6.82% SPX −0.37% SOX +2.04% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for free Compare charts Analyz
2026-06-20
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News / TradingView / Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds Less than 1 min read NVDA −0.97% NVIDIA (NVDA) sped up AI chip product cycles; CEO Jensen Huang leads faster hardware releases as the firm nears record corporate profit—key points for traders: product cadence and profit trajectory. 1 NVIDIA (NVDA) trades near
2026-06-20
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News / GuruFocus / ASML Faces Fresh China Export Scrutiny ASML Faces Fresh China Export Scrutiny Less than 1 min read ASML −0.02% AAPL −0.34% ASML −0.12% ASML ASML is facing fresh U.S. scrutiny after a report said CommerceSecretary Howard Lutnick raised concerns that one of its top EUV chipmaking machines may have been diverted to China. Bloomberg reported that Lutnick outlined the concerns in
2026-06-20
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News / GuruFocus / ASML Drops 2.7% as US Raises New China EUV Concerns ASML Drops 2.7% as US Raises New China EUV Concerns Less than 1 min read ASML −0.02% ASML −0.12% ASML Holding ASML shares came under pressure in Amsterdam after US Commerce Secretary Howard Lutnick reportedly raised concerns with senior executives that one of the company's EUV lithography machines may have reached China desp
2026-06-20
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News / GuruFocus / Nvidia Locks In $25B Nvidia Locks In $25B Less than 1 min read NVDA −0.97% Nvidia (NVDA, Financials) is not slowing down. The company raised $25 billion through a large debt offering, with bonds that come due between 2028 and 2056. For a business already producing huge cash flow, the move may seem surprising at first. But for investors, it looks more like a company giving itse
2026-06-20
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News / GuruFocus / ASML Draws Fresh China Scrutiny ASML Draws Fresh China Scrutiny Less than 1 min read ASML −0.12% ASML Holding (ASML, Financials) is back in the middle of the chip trade dispute between the U.S. and China. According to Bloomberg, U.S. officials recently raised concerns with ASML about whether one of its advanced EUV chipmaking machines may have reached China despite export restr
2026-06-20
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News / GuruFocus / Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge Less than 1 min read MU +6.82% Micron MU stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving. Stifel raised i
2026-06-19
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News / Quartr / HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion Less than 1 min read HBM 0 Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
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News / Zacks / Can ASE Technology Sustain Its Recent Margin Expansion? Can ASE Technology Sustain Its Recent Margin Expansion? 3 min read 3711 +9.95% ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
2026-06-19
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News / GuruFocus / Google Takes Aim at Nvidia Google Takes Aim at Nvidia Less than 1 min read GOOG −5.08% Alphabet Inc. (GOOG, Financials) is getting more aggressive in the AI chip race. Google is reportedly using a Nvidia-style strategy to grow demand for its Tensor Processing Units, or TPUs. Instead of just offering chips, Google is pairing hardware with cloud services, software tools and custo
2026-06-19
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News / GuruFocus / Washington Warns ASML Washington Warns ASML Less than 1 min read ASML −0.02% ASML −0.12% ASML ASML fell 1.79% intraday after Bloomberg reported that US Commerce Secretary Howard Lutnick told senior ASML leaders in a series of meetings that Washington is concerned one of its extreme ultraviolet lithography machines may have reached China in violation of US-led export controls.
2026-06-19
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News / Reuters / Investors see Micron earnings as pulse check of AI rally momentum Investors see Micron earnings as pulse check of AI rally momentum Refinitiv2 min read MU +6.82% SPX −0.37% SOX +2.04% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for free Compare charts Analyz
2026-06-19
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Head back, or move along to the homepage to find a new way forward. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC fillings and other documents provided by Quartr. © 2026 Tradi
2026-06-19
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Head back, or move along to the homepage to find a new way forward. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC fillings and other documents provided by Quartr. © 2026 Tradi
2026-06-19
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News / Quartr / HBM: Sales up 4.9% to EUR 2.0bn, market share gains, stable EBIT, guidance confirmed HBM: Sales up 4.9% to EUR 2.0bn, market share gains, stable EBIT, guidance confirmed Less than 1 min read HBM 0 Net sales grew 4.9% to EUR 2.0 billion in Q1 2026/27, with strong European market share gains and resilient online growth. Adjusted EBIT remained stable, while net income declined due to
2026-06-19
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News / Quartr / HBM: Sales up 4.9% to €2.0bn, stable EBIT, guidance confirmed amid uncertainty HBM: Sales up 4.9% to €2.0bn, stable EBIT, guidance confirmed amid uncertainty Less than 1 min read HBM 0 Net sales grew 4.9% year-over-year to €2.0 billion, with strong gains in Other European Countries and continued market share expansion. Adjusted EBIT was stable, and full-year guidance is confirmed
2026-06-19
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Head back, or move along to the homepage to find a new way forward. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC fillings and other documents provided by Quartr. © 2026 Tradi