Semiconductor News & Analysis Feed
10697 articles
2026-06-26
www.cnbc.com
2026-06-26
CNBC
ON Semiconductor
CEO Hassane El-Khoury defended the company’s core business, and shares notched their worst day since March 2020, after the sensing solutions company announced its largest acquisition ever.
The maker of components for the automotive industry on Thursday announced plans to buy edge AI and wireless connectivity solutions company Synaptics
in an all-stock deal to capitalize on phys
2026-06-26
news.google.com
2026-06-26
Yahoo Finance
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report?
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report? · Zacks
Zacks Equity Research
Fri, 26 June 2026 at 8:30 am GMT-7 4 min read
SNPS
-0.27%
^GSPC
+0.79%
It has been about a month since the last earnings report for Synopsys (SNPS). Shares have lost about 5.3% in that time frame, underperforming the S&P 500.
Will the recent nega
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
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Zacks
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Can ASE Technology Benefit From Expanding AI Infrastructure?
Can ASE Technology Benefit From Expanding AI Infrastructure?
3 min read
3711
+3.24%
ASE Technology Holding Co., Ltd. ASX is emerging as a key beneficiary of the global artificial intelligence (AI) infrastructure buildout. As demand for AI accelerators, high-bandwidth memory and advanced chip packaging grows, the company i
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity.
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally.
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ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a name that had been runn
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
David Moadel
Fri, June 26, 2026 at 7:16 AM PDT 4 min read
ON
+6.74%
SYNA
+5.84%
AMD
+7.68%
INTC
+6.01%
MU
+0.79%
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ON Semiconductor plunged 20% to $95 after announcing a $7 billion all-stock Synaptics deal, wiping out most of its 119% year-to-date rally.
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-26
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2026-06-26
Investor's Business Daily
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2026-06-26
stockstory.org
2026-06-26
StockStory
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2026-06-26
www.semiconductor-today.com
2026-06-26
Semiconductor Today
The demand for higher power densities in increasingly space-constrained environments continues to grow, whether in on-board chargers for electric vehicles or power supplies for AI data centers. At the recent PCIM Europe 2026 (Power Electronics, Intelligent Motion, Renewable Energy and Energy Management) Expo & Conference in Nuremberg, Germany (9–11 June), Munich-based Infineon Technologies AG henc
2026-06-26
tomshardware.com
2026-06-26
Luke James
Apple will release a base M6 chip for entry-level Macs this year but skip the Pro and Max versions of that generation, jumping instead to an accelerated M7 family.
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
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2026-06-26
Investing.com
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2026-06-26
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2026-06-26
Seeking Alpha
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price Prediction) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of company Micron has become.
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2026-06-26
www.barchart.com
2026-06-26
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) just delivered one of the strongest quarters in its history. As hyperscalers and enterprises continue investing heavily in artificial intelligence (AI) infrastructure, demand for memory chips has surged. At the same time, supply remains constrained across the industry, which is pushing DRAM and NAND pricing high