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2026-06-27
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2026-06-27
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2026-06-27
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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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2026-06-27
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2026-06-27
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The market has rarely seen a technological revolution like the one the artificial intelligence boom has unleashed. Semiconductor companies, in particular, have been rewarded at a pace few investors have ever witnessed.
Last year, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) dominated headlines as demand for AI accelerators exploded. This year, the spotlight has shifted to a differen
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Grew 10X in 12 Months. Can It Do It Again?
Rich Duprey
Fri, June 26, 2026 at 9:23 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
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Quick Read
$MU's profits surged 15x in 12 months while the stock grew tenfold, yet it still trades at just 8x forward earnings.
Tim Cook called the memory price surge a '100-year flood' as Micron's HBM production sells out
2026-06-27
www.nature.com
2026-06-27
Nature
Research Briefing
Published: 26 June 2026
Ultrashort light pulses can transform a semiconductor into a topological insulator
Nature Physics (2026) Cite this article
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The electronic structure of materials can be tailored using pulses of light, and through this so-called Floquet engineering, novel materials can be designed. Now, the technique has been us
2026-06-27
www.ept.ca
2026-06-27
Electronic Products & Technology
onsemi has announced its acquisition of Synaptics Incorporated in an all-stock deal valued at approximately $7 billion, reflecting a 19% premium based on recent trading prices. The agreement involves a fixed exchange ratio of 1.350 shares of onsemi stock for each Synaptics share.
This acquisition is significant as it positions onsemi to capitalize on the growing demand for intelligent systems acr
2026-06-27
www.design-engineering.com
2026-06-27
Design Engineering Magazine
onsemi has announced its acquisition of Synaptics Incorporated in an all-stock deal valued at approximately $7 billion. The agreement features a fixed exchange ratio of 1.350 shares of onsemi stock for each Synaptics share, reflecting a 19% premium based on recent trading prices.
This acquisition positions onsemi to better meet the growing demand for intelligent systems across various sectors, in
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
Texas Instruments Inc (TXN) moved down by 3.84%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 3.74%; SanDisk Corporation (SNDK) down 7.45%; NVIDIA Corp (NVDA) down 0.72%.
On June 26, 2026, Texas Instruments experienced notable downward pressure and significant intraday volatility,
2026-06-27
www.macrumors.com
2026-06-27
MacRumors
Micron Suggests Apple Helped Cause Memory Price Crisis
Friday June 26, 2026 9:15 am PDT by Hartley Charlton
Micron's chief business officer has hinted, without calling it out by name, that Apple's tough supplier negotiations contributed to the conditions behind the global memory shortage.
In remarks given to The Wall Street Journal on Wednesday, Sumit Sadana explained that Micron was unable to
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The memory market is in the grip of what may be its worst supply shortage ever. Contract prices for conventional DRAM soared as much as 95% in the first quarter of 2026, and NAND flash prices have jumped sharply quarter after quarter, all because the artificial intelligence (AI) build-out is devouring every chip the industry can make.
When investors look for a way to play this tailwind, they usua
2026-06-27
letsdatascience.com
2026-06-27
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Onsemi acquires Synaptics in $7B all-stock deal
9 sources
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June 26, 2026
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By LDS Team
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Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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Onsemi and Synaptics agreed to an all-stock acquisition valued at approximately $7 billion, the companies announced in filings and press coverage (CNBC, Tom's Hardwa
2026-06-27
www.tomshardware.com
2026-06-27
Tom's Hardware
Tech Industry Artificial Intelligence
Onsemi buying cash-strapped Synaptics in $7 billion all-stock deal — smart power meets edge AI hardware
News
By Anton Shilov published June 27, 2026
While changing directions of both companies.
(Image credit: Onsemi)
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Onsemi and
2026-06-27
tomshardware.com
2026-06-27
Anton Shilov
Onsemi and Synaptics to merge in a bid to build comprehensive platforms for robotics, physical AI applications.
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
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NVDA
+2.63%
AAPL
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INTC
+6.01%
AMD
+7.68%
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Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-27
tradersunion.com
2026-06-27
Traders Union
Nvidia (NVDA) stock is trading at $194.43 after a modest decline on the session. The price currently sits below its key moving averages and shows limited momentum within the day's range.
At Nvidia’s June 25, 2026 shareholder meeting, CEO Jensen Huang emphasized that the company would prioritize U.S. national security over commercial opportunities should any conflict arise from ongoing export rest
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Why onsemi (ON) Shares Are Falling Today
Why onsemi (ON) Shares Are Falling Today
2 min read
ON
−3.60%
What Happened?
Shares of analog chips maker onsemi
ON
fell 21.8% in the morning session after the company announced the acquisition of Synaptics in a $7 billion all-stock transaction, which raised investor concerns about shareholder dilution.
Under the terms of the agree