Semiconductor News & Analysis Feed
24529 articles
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Biotech/NasdaqGM:SPRY
Micron Stock And 2 Fast Growth Picks With Major Catalysts Ahead
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global markets are sending a mixed message, with solid export activity in countries like China and Mexico, shifting central bank policies, and uneven inflation trends across the US, Europe, and emerging markets. In this kind of backdrop, many
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
www.taipeitimes.com
2026-06-29
Taipei Times
Taiwan’s 5,000 largest companies posted a record high in aggregate net profit last year, up more than 11 percent from a year earlier, with contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) holding on as the country’s most profitable company amid the artificial intelligence (AI) boom, credit information agency CRIF Taiwan (中華徵信所) said on Wednesday.
Strong global demand for AI ap
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia signed a $1 billion partnership with Nokia late last year.
The deal has improved the fortunes of the beaten-down telecommunications stock.
Is Nokia stock now a buy?
10 stocks we like better than Nokia ›
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for
2026-06-28
www.techbuzz.ai
2026-06-28
The Tech Buzz
Wall Street's hunt for the next Nvidia has landed squarely on Micron Technology. As AI data centers devour memory chips as fast as GPUs, investors are piling into the Idaho-based memory maker with the same fervor that sent Nvidia's stock up over 3,000% in three years. The thesis is simple: every AI server packed with expensive Nvidia chips needs even more expensive high-bandwidth memory to feed th
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for its partners.
Last fall, Nokia (
NOK
+3.65%
) inked a $1 billion partnership to develop an AI-enabled cellular phone network, called AI RAN, or radio access network. It will essentially result in the upgrade to 6G communicati
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Why Wall Street thinks US memory maker Micron is the next Nvidia
BEIJING, CHINA - JULY 20, 2025 - Modules with packaged memory chips displayed at Micron's booth at the 3rd China International Supply Chain Expo in Beijing, China on July 20, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images) | Image Credits:CFOTO/Future Publishing / Getty Images
Kirsten Korosec
June 28, 2026 3
2026-06-28
techcrunch.com
2026-06-28
TechCrunch
Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street’s heart. Whether the love affair endures will heavily depend on how long the AI-driven supply crunch for memory chips lasts.
Micron promises that it has shored up its position for the long term, which would allow it to withstand a sudden drop in demand or overcapacity of supply. And Wall Street has become a believer, helpi
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Takeaways for Synopsys Stock as of June 2026
Analysts rate Synopsys stock 13 buys, 6 holds, and 1 underperform, with a mean target of $564, implying around 24% upside from the current price of $454.
TIKR’s mid-case model values Synopsys at around $827 by October 2030, implying around 82% total return, or roughly 15% annualized.
Synopsys stock looks undervalued at current levels, with EBITDA ma
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Micron Technology set to surpass all US companies in profitability except Nvidia and Google
A memory chip maker just posted an 84.9% gross margin, and the AI boom deserves most of the credit
2026-06-28
www.reuters.com
2026-06-28
Reuters
__fail__
2026-06-28
www.thelec.net
2026-06-28
thelec.net
Artist's rendering of the SK hynix Yongin Semiconductor Cluster. (Source: SK ecoplant)
TEMC CNS has begun supplying Central Chemical Supply Systems (CCSS) to SK hynix, indicating that construction of the chipmaker's first fabrication plant (fab) at its Yongin Semiconductor Cluster has been completed and the project has entered the cleanroom installation phase.
TEMC CNS said on June 26 that it ha
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Australia's Firmus Technologies strikes AI access deal with Nvidia
FILE PHOTO: Illustration shows NVIDIA logo · Reuters
Scott Murdoch
June 28, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
By Scott Murdoch
SYDNEY, June 29 (Reuters) - Australian AI infrastructure company Firmus Technologies said on Monday it had signed a strategic partnership with Nvidia Corp to help pr
2026-06-28
www.bloomberg.com
2026-06-28
Bloomberg.com
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2026-06-28
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2026-06-28
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2026-06-28
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2026-06-28
Yahoo Finance
Q3 Results Proved That the Stars Are Aligned for Micron Stock
Pathikrit Bose
June 28, 2026 7 min read
MU
+0.94%
GOOGL
+1.82%
NVDA
+0.37%
SPCX
-0.98%
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Trading disclosure
In different points of the market, investors find their new favorites. While in recent years it has been Nvidia (NVDA) or Alphabet (GOOGL) (GOOG), the wider AI trade has anointed a new darling: Micron (MU
2026-06-28
www.theinformation.com
2026-06-28
The Information
How Small Firms Use Claude to Quit Salesforce
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