Semiconductor News & Analysis Feed
10752 articles
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
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 expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI demand. South Kor
2026-06-25
www.juve-patent.com
2026-06-25
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-25
www.tradingview.com
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
www.tradingview.com
2026-06-25
TradingView
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Stock Story
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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
www.tradingview.com
2026-06-25
TradingView
News
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Stock Story
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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
news.google.com
2026-06-25
TradingView
2026-06-25
www.financialcontent.com
2026-06-25
FinancialContent
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 expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI d
2026-06-25
markets.chroniclejournal.com
2026-06-25
The Chronicle-Journal
Why Qualcomm (QCOM) Shares Are Falling Today
By:
StockStory
June 24, 2026 at 15:15 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ: QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, r
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 11:58 AM PDT 2 min read
ASML.AS
-0.45%
ASML
-0.88%
Trade ASML on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. ASML Holding N.V. (NASDAQ:ASML) is one of the long-term stock picks.
ASML Holding N.V. (NASDAQ:ASML) is on
2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Chris Versace·Jun 24, 2026, 2:45 PM EDT
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2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
eciks.org
2026-06-25
eciks.org
Micron reports Q3 earnings tonight as AI demand fuels record growth
Published on 24 June 2026 at 2:18 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 729 times
© Micron reports Q3 earnings tonight as AI demand fuels record growth
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Micron Technology reports its fiscal third-quarter earnings tonight after market close, with Wall Street bracing for record-breaking
2026-06-25
eetimes.com
2026-06-25
EUV grabs the glory, but DUV does the dirty work that keeps advanced chips alive.
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Cantor Fitzgerald’s CJ Muse predicts Micron earnings growth through 2028
Analyst doubles Micron's price target to $1,500 as memory supply squeeze fuels bullish thesis for AI-driven semiconductor deman
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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Volatility Is Taking A Breather Ahead Of Micron Earnings
Jun 24, 2026, 1:36 PM ETS&P 500 Futures (SPX), SP500, SPY, NDX, DJI, RTY, DIA, QQQ, IWM, IVV, VOO, COMP:INDMU, FDX, FDXF
, SPCX, GOOG, GOOGL, VZ, HONAV, HON, CAG
Cboe Global Markets
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Summary
All eyes are on Micron’s earnings after the bell.
WTI crude pri
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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