Semiconductor News & Analysis Feed
81 articles
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Is Down Over 10% From Its Record High. Is This the Ultimate "Buy the Dip" Moment of 2026?
Keithen Drury, The Motley Fool
Wed, June 17, 2026 at 10:18 AM PDT 3 min read
NVDA
-0.00%
^GSPC
-0.08%
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Trading disclosure
Nvidia (NASDAQ: NVDA) was one of the top stocks to own in 2023, 2024, and 2025. In 2026, it hasn't been so rewarding. Although it's up around 10% so far, th
2026-06-18
www.investors.com
2026-06-18
Investor's Business Daily
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2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
0.15%
) was one of the top stocks to own in 2023, 2024, and 2025. In 2026, it hasn't been so rewarding. Although it's up around 10% so far, the S&P 500 (
^GSPC
0.07%
) is up by nearly 9%. So, its shareholders are barely beating the market despite the chipmaker's growth rate and its dominance in one of the most critical parts of the artificial intelligence (AI) build-out. Nvidia is al
2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
AI and memory go together like peanut butter and jelly.
Micron's customers are rushing to lock in long-term supply deals.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) surged on Monday after an investment bank's research team highlighted the memory chip leader's staggering artificial intelligence (AI)-fueled growth potential.
Image sourc
2026-06-16
digitimes.com
2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Why Micron Stock Rocketed to a Record High Today
Joe Tenebruso, The Motley Fool
Mon, June 15, 2026 at 4:50 PM PDT 2 min read
MU
-6.18%
NVDA
-2.37%
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Trading disclosure
Shares of Micron Technology (NASDAQ: MU) surged on Monday after an investment bank's research team highlighted the memory chip leader's staggering artificial intelligence (AI)-fueled growth potential.
Imag
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Shares of Micron Technology (
MU
5.50%
) surged on Monday after an investment bank's research team highlighted the memory chip leader's staggering artificial intelligence (AI)-fueled growth potential.
Image source: The Motley Fool.
Demand is outstripping supply
The rapid build-out of AI data centers is creating enormous demand for the high-speed memory chips needed to run machine-learning appli
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge
David Moadel
Mon, June 15, 2026 at 9:22 AM PDT 4 min read
AMD
-7.30%
NVDA
-2.37%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AMD hit a record $558 and crossed $900B in market cap Monday; NVIDIA and Intel shares advanced as a U.S.-Iran peace deal fueled broad chip buying.
AMD's Ryzen A
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time.
Video Muted
NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock is up 3% to $128 and ch
2026-06-15
www.businesskorea.co.kr
2026-06-15
Businesskorea
AI Demand Drives Memory Chips To More Than 80% Growth
Samsung Electronics and SK hynix. (Photo courtesy of techovedas.com)
The global semiconductor market is experiencing an unprecedented boom, driven by the explosive growth of the artificial intelligence (AI) industry. In particular, the memory semiconductor sector is leading overall market growth, raising expectations for improved earnings amon
2026-06-11
www.msn.com
2026-06-11
MSN
Semiconductor equipment stocks marched higher on Wednesday amid continued strong demand for new chip gear amid the artificial intelligence boom. Applied MaterialsAMAT and other chip gear stocks are trading at record highs.
Cantor Fitzgerald analyst C.J. Muse on Wednesday raised his price targets on four semiconductor equipment stocks: Applied Materials, ASMLASML, KLAKLAC and Lam ResearchLRCX. He
2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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Get the most important global
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-08
digitimes.com
2026-06-08
Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market demand for power management components is steadily increasing, driving growth in lead frame shipments. Demand for microcontrollers (MCUs) used in PCs, networking equipment, industrial control systems, and electric vehicl
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Whiplash
Infineon's Whiplash Week: From Record High to Sector Rout as Broadcom and Jobs Data Bite
06.06.2026 - 18:05:29 | boerse-global.de
Infineon shares crashed 12.81% after Broadcom’s AI outlook and a hot US jobs report triggered sector-wide profit-taking, but technical support near €70 and upcoming PCIM trade fair offer potential catalysts.
Infineons - Infineon's Whiplash Week: Fr
2026-06-04
tomshardware.com
2026-06-04
Anton Shilov
Sales of Silicon Motion’s SSD controllers are record high, but supply of NAND for client applications may get worse in 2027, the company tells us.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
It isn't like that company needed any help. Broadcom (
AVGO
+4.85%
) has been experiencing strong demand for its artificial intelligence (AI) solutions for much of the past three years. Since the advent of AI in early 2023, the stock had surged 723% through market close on Monday.
Yet Tuesday saw the stock climb 5% to a record high, as a confluence of events in the AI space conspired to send the
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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