Semiconductor News & Analysis Feed
184 articles
2026-06-23
www.trefis.com
2026-06-23
Trefis
Own ON Semi For AI Power? NVIDIA Is Growing Faster And Costs Less.
June 23rd, 2026 by Trefis Team
ON
ON Semiconductor
For investors seeking exposure to the AI chip boom, NVIDIA’s proven hyper-growth surprisingly comes at a lower valuation than ON Semiconductor’s turnaround story.
If you own a semiconductor stock, you likely own it for one reason: the immense demand from the buildout of artificia
2026-06-23
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-22
sg.finance.yahoo.com
2026-06-22
Yahoo Finance Singapore
ON Semiconductor Corporation (ON) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Mon, 22 June 2026 at 6:00 am GMT-7 5 min read
ON
-10.67%
^GSPC
-1.15%
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the
2026-06-22
www.theindianpanorama.news
2026-06-22
The Indian Panorama
India’s Silicon Gambit: Decoding the $10.8 Billion Semiconductor Fund
Jun 22, 2026 - 5:57 am EDT @theindpanorama Business & Economics 1
The India semiconductor manufacturing fund has moved from policy document to construction site. In the 2026-27 Union Budget, the government allocated Rs. 8,000 crore, its largest single-year semiconductor outlay since the mission launched, as part of the India Se
2026-06-22
www.digitimes.com
2026-06-22
digitimes
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip...
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2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
South Korea’s early exports rise 50% in June on semiconductor demand
AI-fueled chip demand is turning South Korea into the world's semiconductor ATM, with early June exports hitting $28.6 billion
2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-21
www.insidermonkey.com
2026-06-21
Insider Monkey
NEWS
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)
Published on June 21, 2026 at 7:41 am by FATIMA GULZAR in News
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ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds.
On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintaine
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
ON
+8.16%
Trade ON on Coinbase
Trading disclosure
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ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
www.indexbox.io
2026-06-21
IndexBox
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2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Stock Has The Rally Run 17% Ahead Of Fair Value?
June 20, 2026
Simply Wall St
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ON Semiconductor (ON) continues to attract investor attention after its recent trading sessions, with the stock last closing at $121.62 and showing sizeable total returns over the past year and longer horizons.
See our latest analysis for ON
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
__fail__
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
ON Semiconductor (ON) Stock Could Be 17% Overvalued After Its Recent Run
Simply Wall St
Sat, 20 June 2026 at 3:13 am GMT-7 3 min read
ON
+8.16%
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
ON Semiconductor (ON) has attracted fresh attention after its recent share perform