Semiconductor News & Analysis Feed
94 articles
2026-06-20
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2026-06-20
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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 sharp upward momentum and pronounced intraday volatility in Texas Instruments shares are primarily driven by a powe
2026-06-19
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2026-06-19
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Qualcomm Inc (QCOM) moved up by 3.49%. The Technology Equipment sector is up by 3.68%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 7.80%; NVIDIA Corp (NVDA) up 2.13%; Intel Corp (INTC) up 9.85%.
Qualcomm has experienced notable upward momentum as investor sentiment turns highly optimistic ahead of its strategic Investor Day schedu
2026-06-18
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2026-06-18
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Texas Instruments Inc (TXN) moved up by 5.14%. The Technology Equipment sector is up by 4.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 8.22%; NVIDIA Corp (NVDA) up 2.40%; Intel Corp (INTC) up 8.22%.
Texas Instruments has experienced a strong upward move accompanied by notable intraday volatility, largely driven by the ongoing ar
2026-06-18
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2026-06-18
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Micron Technology shares rose nearly 5% to approach historical highs on June 18, Eastern Time, driven by sustained demand for AI-linked HBM and high-end DRAM. Following a 253% year-to-date rally, the firm has joined the trillion-dollar market cap club. Major investment banks maintain bullish ratings, with UBS setting a $1,625 target. Investors are now focused on the June 24, Eastern Time, earnings
2026-06-18
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2026-06-18
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Apple has officially partnered with Intel for US-based chip design and manufacturing, a move endorsed by President Trump to bolster domestic supply chains. For Apple, this reduces reliance on TSMC amid global capacity constraints, enhancing supply chain security. For Intel, securing Apple as a client marks a pivotal milestone in its transformation and validates its 18A process. This development fo
2026-06-18
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2026-06-18
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Cadence Design Systems Inc (CDNS) moved up by 3.51%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
The upward movement of Cadence Design Systems was primarily fueled by robust secular trends in the Ele
2026-06-18
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2026-06-18
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Synopsys Inc (SNPS) moved up by 5.41%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
Synopsys experienced a strong upward move today, propelled by key product announcements and ongoing momentum in the
2026-06-16
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2026-06-16
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TSMC is collaborating with Ibiden and Innolux to validate glass substrates for its new CoPoS advanced packaging technology. This shift from wafer-level to panel-level processing aims to overcome limitations of traditional organic and silicon interposers. Simulation results indicate glass substrates offer significant improvements in warpage, thermal expansion, elastic modulus, power integrity, and
2026-06-16
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2026-06-16
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Qualcomm Inc (QCOM) moved up by 4.27%. The Technology Equipment sector is up by 3.67%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 9.75%; NVIDIA Corp (NVDA) up 3.28%; SanDisk Corporation (SNDK) up 6.23%.
Qualcomm (QCOM) experienced a notable upward movement, driven by a confluence of positive analyst sentiment, anticipation of strat
2026-06-16
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2026-06-16
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Texas Instruments Inc (TXN) moved up by 3.85%. The Technology Equipment sector is up by 3.71%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 9.52%; NVIDIA Corp (NVDA) up 3.49%; SanDisk Corporation (SNDK) up 6.20%.
Texas Instruments shares experienced significant upward movement today, driven by a confluence of positive company-specifi
2026-06-11
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2026-06-11
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Texas Instruments Inc (TXN) moved up by 3.48%. The Technology Equipment sector is up by 2.89%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 2.49%; NVIDIA Corp (NVDA) up 1.44%; Intel Corp (INTC) up 10.07%.
Texas Instruments' recent stock performance and intraday volatility can be attributed to several key factors, primarily stemming f
2026-06-11
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2026-06-11
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NVIDIA Corp (NVDA) moved down by 3.31%. 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 4.52%; NVIDIA Corp (NVDA) down 3.31%; SanDisk Corporation (SNDK) up 0.10%.
NVIDIA's stock experienced significant intraday downward volatility today, largely influenced by a confluence of broader
2026-06-09
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2026-06-09
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TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin
2026-06-09
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2026-06-09
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Cadence Design Systems Inc (CDNS) moved up by 5.04%. The Software & IT Services sector is down by 0.02%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 1.28%; Alphabet Inc Class A (GOOGL) down 1.04%; Meta Platforms Inc (META) down 1.02%.
Cadence Design Systems (CDNS) experienced significant positive movement, primarily driven by recent st
2026-06-06
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2026-06-06
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Qualcomm Inc (QCOM) moved down by 9.52%. The Technology Equipment sector is down by 5.18%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 9.11%; NVIDIA Corp (NVDA) down 4.82%; Marvell Technology Inc (MRVL) down 10.13%.
The significant decline in Qualcomm's stock today, June 5, 2026, appears to be driven by a confluence of competiti
2026-06-06
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2026-06-06
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2026-06-05
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2026-06-05
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NVIDIA Corp (NVDA) moved down by 3.57%. The Technology Equipment sector is down by 3.20%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 4.82%; NVIDIA Corp (NVDA) down 3.57%; Marvell Technology Inc (MRVL) down 6.47%.
NVIDIA experienced a notable decline in its share price today, largely influenced by a broader downturn across the t
2026-06-05
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2026-06-05
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Micron Technology Inc (MU) opened down by 5.08%. The Technology Equipment sector is down by 2.91%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 5.08%; NVIDIA Corp (NVDA) down 2.56%; SanDisk Corporation (SNDK) down 4.81%.
Micron Technology experienced a notable price decline today, primarily influenced by concerns surrounding the
2026-06-04
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2026-06-04
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Micron Technology Inc (MU) opened down by 7.21%. The Technology Equipment sector is down by 3.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 7.21%; Broadcom Inc (AVGO) down 13.65%; Marvell Technology Inc (MRVL) down 6.59%.
Micron Technology experienced a notable decline during intraday trading, primarily influenced by broader
2026-06-04
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2026-06-04
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SK Group Chairman Chey Tae-won and TSMC Chairman C.C. Wei agreed to expand cooperation in High Bandwidth Memory (HBM) and advanced packaging to meet AI technology trends. SK Hynix will integrate its HBM technology with TSMC's advanced packaging, both increasing capacity. The HBM market is projected to grow significantly, yet supply remains tight. This partnership aims to solidify SK Hynix's leader