Semiconductor News & Analysis Feed
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2026-06-15
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Buy, Hold, or Sell: Applied Materials Surged Right Back Toward $500 Following a Brutal June Flush. Here’s Where I’d Buy
ALEX SIROIS
Mon, June 15, 2026 at 10:28 PM GMT+8
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Quick Read
AMAT surged 25% in one week to $567, now trading 9% above the consensus analyst target, with structural support near $460 as the preferred entry.
Free cash flow collapsed 80% year over year while insiders sold 50,000
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Buy, Hold, or Sell: Applied Materials Surged Right Back Toward $500 Following a Brutal June Flush. Here’s Where I’d Buy
Alex Sirois
Mon, June 15, 2026 at 7:28 AM PDT 4 min read
AMAT
+3.74%
Trade AMAT on Coinbase
Trading disclosure
Quick Read
AMAT surged 25% in one week to $567, now trading 9% above the consensus analyst target, with structural support near $460 as the preferred entry.
Free cash
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
At $567.25, Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) looks extended for fresh capital, with the setup improving meaningfully on any retest of structural support near $460. After a brutal June flush, the stock surged 25.22% in a single week. Chasing that vertical move means paying up for a setup that worked best a week ago.
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Applied is the largest semiconductor equipment
2026-06-15
tomshardware.com
2026-06-15
Luke James
China's Supreme People's Court on Friday upheld an injunction prohibiting Infineon from selling disputed GaN products in mainland China.
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineons, Dresden
Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally
15.06.2026 - 16:15:05 | boerse-global.de
Infineon stock up 109% to €80; 34x P/E above historical peak. €5B Dresden fab opens July 2 – key test for AI demand amid China supply risks.
Infineons - Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally 15.06.2026 - Bild: üb
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Nvidia Targets $20 Billion-Plus Bond Offering in Return to Debt Markets (NVDA)
Fiona Craig
Mon, June 15, 2026 at 6:33 AM PDT 2 min read
NVDA
+2.11%
Trade NVIDIA on Coinbase
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nvidia sign NEW SIZE ©Adobe Stock Images
Nvidia Corp. (NASDAQ:NVDA) is set to return to the investment-grade bond market for the first time in roughly five years, with plans to raise at least $20 billion thr
2026-06-15
www.forbes.com
2026-06-15
Forbes
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2026-06-15
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2026-06-15
24/7 Wall St.
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Sequoia’s Sean Maguire Compares SpaceX to ‘Nvidia Three Years Ago’ and Plans to Hold Forever
Omor Ibne Ehsan
Mon, June 15, 2026 at 6:10 AM PDT 5 min read
NVDA
+1.88%
TSLA
+0.98%
RKLB
+4.87%
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NVDA surged 420% from the inflection Maguire maps SpaceX to; RKLB, the closest public launch proxy, has already climbed 320% over the past year.
Maguir
2026-06-15
www.thelec.net
2026-06-15
thelec.net
SurplusGLOBAL headquarters in Yongin, South Korea. (Photo: THE ELEC)
SurplusGLOBAL said on June 15 that it has registered multiple patents in Korea related to semiconductor process equipment.
The newly registered patents include three technologies related to atomic layer deposition (ALD) equipment, wafer transfer, and wafer loading systems used in semiconductor manufacturing. SurplusGLOBAL plans
2026-06-15
www.thelec.net
2026-06-15
thelec.net
Justerk Co-CEO Choi Dong-soo speaks during an IPO press conference in Yeouido, Seoul on June 15. (Photo: THE ELEC)
Justerk, a precision motion-control system specialist, is expanding its focus on new growth businesses, shifting away from displays toward semiconductors and aerospace.
Choi Dong-soo, co-chief executive officer of Justerk, said during the company's IPO press conference in Yeouido, S
2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
Nvidia plans to raise at least $20B from bond sale as AI chip demand surges
The GPU giant is reportedly tapping high-grade debt markets in what would be its largest bond offering ever
2026-06-15
news.google.com
2026-06-15
Investing.com
2026-06-15
www.investing.com
2026-06-15
Investing.com
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2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments’ New High‑Cell‑Count EV Battery Monitor Might Change The Case For Investing In TXN
June 15, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Texas Instruments introduced the BQ79826Z-Q1, a high‑cell‑count battery monitor with integrated electrochemical impedance spectroscopy for electric vehicles and ene
2026-06-15
wccftech.com
2026-06-15
Wccftech
TSMC is expected to raise prices of its 2nm wafers, which might lead NVIDIA and Apple to consider using Samsung as an alternative.
We know that TSMC is already ramping up volume production of its cutting-edge 2nm process, which is also one of the most advanced technologies in the world. But the latest tech also comes at a high price. This is due to significantly higher demand & markups driven by
2026-06-15
news.google.com
2026-06-15
Yahoo Finance