Semiconductor News & Analysis Feed
1187 articles
2026-06-16
digitimes.com
2026-06-16
ASML, TSMC, and imec have demonstrated a major advance in the effort to bring two-dimensional (2D) semiconductor materials from research laboratories into high-volume semiconductor manufacturing. At the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits, the partners unveiled a 300mm wafer integration flow that produced both n-type and p-type 2D-material transistors at a 50nm contacted poly
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 3:10 PM PDT 4 min read
MU
-6.18%
ORCL
-2.24%
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Trading disclosure
Quick Read
Memory margins historically collapse below 30% in downturns; Micron's current 74% gross margins and 760% one-year run signal a classic peak-cycle setup.
Oracle (ORCL) fell
2026-06-16
eetimes.com
2026-06-16
GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers.
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
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2026-06-16
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Micron: Why Option Market Prices Key Risks Differently
Jun 15, 2026, 3:15 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockHXSCL, SSNLF, SSNHZ
Envision Research
Investing Group Leader
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Micron Technology, Inc. faces extreme bearish positioning in the options market, with a put/call open interest rat
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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Earnings Analysis
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Micron Technology: Buy Ahead Of Earnings (Preview)
Jun 15, 2026, 2:45 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Nova Capital
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Micron Technology, Inc. remains a Buy as memory chip bottlenecks and robust pricing drive strong earnings momentum, with no near-term cycle downturn in sigh
2026-06-15
www.moomoo.com
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
stocktwits.com
2026-06-15
Stocktwits
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Nvidia Stock Gets Investors Talking After First Reported Bond Offering In 5 Years – Jim Cramer Raises This Interesting Question About Buyback
Arnab Paul
Mon, June 15, 2026 at 6:46 AM PDT 2 min read
NVDA
+3.56%
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Trading disclosure
The chipmaker is marketing investment-grade bonds with maturities ranging from two to 30 years.
The proceeds will be used for general corporate
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new high territory that really just didn’t stop at all. If you waited for confirmation, confirmation
2026-06-15
seekingalpha.com
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are