Semiconductor News & Analysis Feed
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Sraddha Singha
Fri, June 26, 2026 at 10:27 AM PDT 3 min read
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STM
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onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi's
2026-06-27
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2026-06-27
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Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
3 min read
ON
+6.74%
SYNA
+5.84%
onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi’s transformation from a
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Here's How Artificial Intelligence Powers ASML's Growth Story
Here's How Artificial Intelligence Powers ASML's Growth Story
2 min read
ASML
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Here's How Artificial Intelligence Powers ASML's Growth Story
Tanuka De
Fri, June 26, 2026 at 10:25 AM PDT 3 min read
ASML.AS
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultravi
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Less than 1 min read
GOOG
+0.58%
AAPL
+2.70%
NVDA
+2.63%
MSFT
+1.21%
Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and other major technology stocks have come under pressure in recent weeks as investors weigh the costs of massive arti
2026-06-27
www.investing.com
2026-06-27
Investing.com
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2026-06-27
www.cnbc.com
2026-06-27
CNBC
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2026-06-27
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2026-06-27
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2026-06-27
www.macobserver.com
2026-06-27
The Mac Observer
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2026-06-27
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2026-06-27
The Business Journals
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2026-06-27
phys.org
2026-06-27
Phys.org
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2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Memory chips are boring until they aren’t, and Wednesday afternoon they stopped being boring. Micron Technology (NASDAQ:MU | MU Price Prediction) guided fiscal fourth-quarter revenue to $50 billion, plus or minus $1 billion, against a Wall Street consensus parked around $43 billion.
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Bloomberg Tech host Ed Ludlow, on Bloomberg Businessweek Daily, summed up the move with a line that di
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Beat Wall Street and It ‘Reset the Entire Industry’
Omor Ibne Ehsan
Fri, June 26, 2026 at 9:55 AM PDT 4 min read
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Micron (MU) guided Q4 revenue to $50B, roughly $7B above Wall Street consensus, sending the stock up 16% to an all-time high.
GAAP gross margins expanded from 38% to 85% year over year, a software-like profile dr
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro
2026-06-27
www.semafor.com
2026-06-27
Semafor
Qualcomm, the chipmaker supplying smartphones and wearable devices, said it plans to use the new chip technology it created for data centers in smartphones — ultimately allowing AI to run better on mobile devices, said Executive Vice President Durga Malladi in an interview.
When Qualcomm announced its data-center chips this week, it launched itself into the highly competitive data-center chip ind
2026-06-27
www.marketwatch.com
2026-06-27
MarketWatch
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) Is Raising 7nm Chip Prices Up To 10% As Expansion Builds
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC is reported to be raising prices by 5% to 10% on 7nm and below chip manufacturing processes.
The price changes target leading edge capacity used in AI, datacenter, and high performance computing chips.
The comp
2026-06-27
www.cnbc.com
2026-06-27
CNBC
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2026-06-27
www.msn.com
2026-06-27
MSN
Applied Materials (AMAT) held a master class event this week, and much of the focus was on the company's positioning in dynamic random access memory and advanced packaging, Wall Street analysts said.
“In our view, these insights reflect broader tech trends reshaping the entire semi supply chain,” Susquehanna analyst Mehdi Hosseini wrote in a note to clients. “The rising complexity of next-gen DRA
2026-06-27
www.wired.com
2026-06-27
WIRED
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