Semiconductor News & Analysis Feed
94 articles
2026-06-27
www.bangkokpost.com
2026-06-27
Bangkok Post
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2026-06-27
www.tradingkey.com
2026-06-27
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Texas Instruments Inc (TXN) moved down by 3.84%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 3.74%; SanDisk Corporation (SNDK) down 7.45%; NVIDIA Corp (NVDA) down 0.72%.
On June 26, 2026, Texas Instruments experienced notable downward pressure and significant intraday volatility,
2026-06-26
www.tradingkey.com
2026-06-26
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Texas Instruments Inc (TXN) moved up by 3.53%. The Technology Equipment sector is up by 1.62%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 17.98%; SanDisk Corporation (SNDK) up 20.50%; NVIDIA Corp (NVDA) down 2.14%.
Texas Instruments experienced notable upward movement accompanied by significant intraday volatility, driven primarily
2026-06-24
www.tradingkey.com
2026-06-24
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As of Eastern Time June 24, Qualcomm is reportedly in negotiations to provide custom chip design services to ByteDance, potentially targeting mass production of video processing units by year-end. This collaboration would accelerate ByteDance’s AI infrastructure development while bolstering Qualcomm’s strategic expansion into the AI data center and ASIC markets. Simultaneously, ByteDance is pursui
2026-06-24
www.tradingkey.com
2026-06-24
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Texas Instruments Inc (TXN) moved down by 8.53%. The Technology Equipment sector is down by 4.51%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 10.91%; SanDisk Corporation (SNDK) down 12.44%; NVIDIA Corp (NVDA) down 3.09%.
On June 23, 2026, Texas Instruments faced a significant downward correction, primarily driven by a massive,
2026-06-23
www.tradingkey.com
2026-06-23
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NVIDIA Corp (NVDA) moved down by 3.16%. The Technology Equipment sector is down by 4.75%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 10.34%; SanDisk Corporation (SNDK) down 12.19%; NVIDIA Corp (NVDA) down 3.16%.
Nvidia experienced a notable downward correction and heightened intraday volatility during the session, driven by a com
2026-06-23
www.tradingkey.com
2026-06-23
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Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
ASML exhibits strong growth potential, driven by strategic partnerships with Tesla and SpaceX’s Terafab project, which may require over 100 EUV lithography machines. With FY2026 revenue projected between €36 billion and €40 billion, ASML is positioned for double-digit year-over-year growth. Supported by robust demand from legacy semiconductor giants and an improving 53% gross margin, the company c
2026-06-22
www.tradingkey.com
2026-06-22
TradingKey
SK Hynix shares surged over 5% on June 22 to a record high, pushing its market value past 2,000 trillion won, driven by accelerating AI infrastructure investment and HBM demand. Technical milestones, including the delivery of 12-layer HBM4E samples and a strategic partnership with Nvidia, underscore its market leadership. Financially, Q1 2026 performance showed triple-digit growth, with analysts p
2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-21
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2026-06-21
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Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The recent surge in Texas Instruments' stock price highlights a dramatic shift in market sentiment, as the analog chip
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The robust upward surge and notable intraday volatility of Taiwan Semiconductor Manufacturing Comp
2026-06-21
news.google.com
2026-06-21
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2026-06-21
www.tradingkey.com
2026-06-21
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Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Applied Materials Inc (AMAT) opened up by 4.08%. The Technology Equipment sector is up by 5.07%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The upward movement in Applied Materials shares was primarily propelled by sector-wide momentum and a series of hig
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant upward surge, driven b
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
NVIDIA is currently undergoing a technical correction within an established uptrend, with shares finding support near the $211.20 Fibonacci level. Analysts view this pullback as profit-taking rather than a reversal, supported by an RSI of 45.34 and thinning volume. The company’s fiscal Q1 2027 performance remains robust, featuring 85% revenue growth and a 75% gross margin. Strategic focus remains
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Qualcomm Inc (QCOM) moved up by 6.17%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
Broad sector momentum and the upcoming June 24, 2026 Investor Day are the primary catalysts fueling Qualcomm's recent upward tr