Semiconductor News & Analysis Feed
55 articles
2026-07-08
stockstory.org
2026-07-08
StockStory
2026-07-08
www.tradingview.com
2026-07-08
TradingView
2026-07-07
tomshardware.com
2026-07-07
Luke James
A Change.org petition urging Sony to keep making physical PlayStation games has passed 172,000 signatures.
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
2026-07-02
simplywall.st
2026-07-02
simplywall.st
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk.
Video Muted
HBM Inhales Wafers. iP
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
Alex Sirois
June 29, 2026 3 min read
AAPL
+1.31%
MU
+0.94%
NVDA
+0.37%
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Quick Read
Micron's 84.9% gross margin towers over Apple's 46.9%, exposing which side of the supply chain holds AI-era pricing power.
Sanjay Mehrotra locked in 16 customer agreements worth ~$100 billion
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
KLA Corporation, US4824801009
KLA Corporation with strong HBM demand, shares supported by analyst optimism
28.06.2026 - 14:37:20 | ad-hoc-news.de
KLA Corporation benefits from robust demand in high bandwidth memory and advanced packaging, while analysts maintain a constructive view on the Nasdaq-100 listed semiconductor equipment group.
KLA Corporation, US4824801009
By Anna Wagner, Analysts & C
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
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 CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Zacks
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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
finance.yahoo.com
2026-06-24
Yahoo Finance
KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
Kayode Omotosho
Tue, June 23, 2026 at 12:44 PM PDT 5 min read
000660.KS
+0.98%
KLAC
-1.29%
005930.KS
+9.84%
ASML.AS
-0.95%
IFX.DE
-2.66%
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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 (
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
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 the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
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 the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Stock Story
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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
2026-06-24
www.financialcontent.com
2026-06-24
FinancialContent
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 the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, In
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Artificial intelligence is reshaping semiconductor manufacturing, and KLA CorporationKLAC appears to be one of the biggest beneficiaries. While AI demand is boosting chipmakers' investments in advanced logic and high-bandwidth memory (HBM), it is also increasing the need for sophisticated process control solutions that improve yield, reliability and manufacturing efficiency.
KLA's third-quarter f
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
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Zacks
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ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
5 min read
KLAC
−9.35%
ONTO
−10.63%
The semiconductor industry is entering a major investment cycle, fueled by AI, advanced packaging, HBM and next-generation chip manufacturing. Among them, Onto Innovation, Inc. ONTO and KLA Corporation KLAC s
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-12
news.google.com
2026-06-12
Barron's
2026-06-11
www.barrons.com
2026-06-11
Barron's
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