Semiconductor News & Analysis Feed
28 articles
2026-07-10
simplywall.st
2026-07-10
simplywall.st
2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
2026-07-07
www.gurufocus.com
2026-07-07
GuruFocus
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2026-07-05
news.google.com
2026-07-05
Yahoo Finance
2026-07-05
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2026-07-05
24/7 Wall St.
2026-07-05
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2026-07-05
simplywall.st
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Could Be 112% Overvalued As Russell Index Exit Jolts Shares
June 30, 2026
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Navitas Semiconductor (NVTS) was removed from several Russell equity indexes on June 27, 2026, a change that can prompt index-linked funds to rebalance holdings and influence short term trading volumes in the stock.
See o
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Could Be 15.5% Overvalued After Its Strong Run
June 23, 2026
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Taiwan Semiconductor Manufacturing (NYSE:TSM) is drawing fresh attention after recent performance data highlighted sizeable 1 year and multi year total returns, prompting investors to reassess what the current share p
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Could Be 123% Overvalued Before Its June 24 Earnings
June 21, 2026
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Micron Technology (MU) is back in the spotlight as investors weigh intense AI driven demand, a structural memory shortage, and fully committed high bandwidth memory capacity against an upcoming earnings report that could reset expe
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%
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ON Semiconductor (ON) has attracted fresh attention after its recent share perform
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Stock Could Be 195% Overvalued After Product Launch And $500 Million Offering
June 20, 2026
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Navitas Semiconductor (NVTS) has drawn fresh investor attention after pairing the launch of its high-voltage UHV-TO-247-4-ISO power package with a new US$500 million at-the-market Class A common stock off
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Could Be 21% Overvalued After AI Product Launches
June 20, 2026
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Applied Materials (AMAT) is back in focus after unveiling its SENZ platform for AI-powered smart glasses, launching two new AI chipmaking systems, and deepening its partnership with EssilorLuxottica around augmented reality optics
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
Coherent (COHR) Stock Could Be 77% Overvalued After CHIPS Act Funding News
June 20, 2026
Simply Wall St
Coherent (COHR) is back in focus after signing a letter of intent to receive up to US$50 million in CHIPS and Science Act funding to expand its Indium Phosphide semiconductor facility in Sherman, Texas.
See our latest analysis for Coh
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally
Simply Wall St
Fri, June 19, 2026 at 8:14 AM PDT 3 min read
QCOM
-1.86%
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QUALCOMM (QCOM) is back in focus after a recent stretch of strong share
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Stock Could Be 107% Overvalued After S&P 500 And Nvidia News
June 18, 2026
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Marvell Technology (MRVL) has been in focus after several catalysts converged, including its upcoming addition to the S&P 500, a deeper AI partnership with Nvidia, and a high profile CFO transition.
See our latest analysis
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Software/NasdaqGS:CDNS
Cadence Design Systems (CDNS) Stock Could Be 12.5% Overvalued After Intel Foundry Deal
June 18, 2026
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Why the Intel Foundry deal matters for Cadence Design Systems stock
Cadence Design Systems (CDNS) has drawn fresh attention after announcing a multi-year Design Technology Co Optimization partnership with Intel Found
2026-06-17
www.zacks.com
2026-06-17
Zacks Investment Research
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2026-06-16
www.gurufocus.com
2026-06-16
GuruFocus
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2026-06-12
news.financial
2026-06-12
news.financial
June 12th, 2026 | 08:15 CEST
PAY ATTENTION! SOMETHING IS BREWING HERE: IS HPQ SILICON UNDERVALUED? ARE INFINEON AND SIEMENS ENERGY OVERVALUED?
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The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers a
2026-06-12
news.google.com
2026-06-12
GuruFocus