Semiconductor News & Analysis Feed
22065 articles
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
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2026-07-08
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2026-07-08
AOL.com
Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026
VANDITA JADEJA
Wed, July 8, 2026 at 2:00 AM GMT+8
0
gorodenkoff / iStock via Getty Images
Quick Read
Despite sliding 16% over the past year, SNPS holds a 90% confidence BUY rating with a $517 price target implying 18% upside.
Q2 FY2026 revenue surged 42% to $2.28 billion, but GAAP profit collapsed under $404 million in Ansys am
2026-07-08
www.marketbeat.com
2026-07-08
MarketBeat
SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
Written by Thomas Hughes | Reviewed by Clare Titus
July 7, 2026
KEY POINTS
SK Hynix's Nasdaq listing could raise up to $28 billion and trades at a discount to Micron, offering potential double-digit upside for investors.
Strong institutional backing, dominant HBM market share, and sold-out demand through 2027 support SK Hynix's growth, whil
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Alex Sirois
Tue, July 7, 2026 at 11:06 AM PDT 3 min read
MU
+5.44%
AAPL
+0.76%
NVDA
-0.14%
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Trading disclosure
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Micron's gross margin exploded to 85% on 346% revenue growth while Apple raised MacBook and iPad prices up to 54% just to protect its margins.
Micron's forward P/E of 7 versus
2026-07-08
www.thestreet.com
2026-07-08
thestreet.com
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2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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Get the most important global
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has become one of the most important picks-and-shovels plays on the AI buildout, yet the stock has quietly slipped 16.43% over the past year.
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Our 24/7 Wall St. price target for Synopsys is $516.71, implying 18.2% upside from the current $437.16 level. Our recommendation is buy, at a 90% confidence level, one of the higher conviction read
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
www.notebookcheck.net
2026-07-08
Notebookcheck
Last month, Ugreen launched the Nexode 45 W GaN charger in Europe and North America. Now, the brand’s latest charging accessory is now available for purchase at Costco. Speaking more precisely, the Ugreen Costco storefront is offering the Nexode 45 W charger (2-pack) for $49.99. Unfortunately, there’s no option to purchase a single unit on Costco. Oddly enough, the charger isn’t available on Amazo
2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The memory supercycle has supercharged Micron Technology (
MU
+5.85%
) and Sandisk (
SNDK
+9.50%
) over the past year, as both companies have been reporting stunning increases in their revenue and earnings due to the favorable demand-supply dynamics of the memory market.
While Micron stock has jumped 8x over the past year, Sandisk's gains stand at a whopping 3,650%. There is a strong possibility
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence is written int
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC
Michael Williams
Tue, July 7, 2026 at 10:30 AM PDT 4 min read
2330.TW
-2.03%
NVDA
-0.01%
AMD
+5.39%
QCOM
+2.36%
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Trading disclosure
Quick Read
SMHX has surged 58% in 2026 and 90% over the past year by owning only AI chip designers like NVIDIA, AMD, and Qualcomm.
TSMC, the $2.3 trillion foundry excluded from
2026-07-08
stocktwits.com
2026-07-08
Stocktwits
stocktwits.com
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off · Stocktwits
Arnab Paul
Tue, July 7, 2026 at 10:25 AM PDT 3 min read
000660.KS
+5.30%
BABA
+2.41%
Trade BABA on Coinbase
Trading disclosure
The report added that around 1,000 institutional investors pa
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that a
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
Explore stocks on Coinbase
Trading disclosure
Quick Read
PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
news.google.com
2026-07-08
NVIDIA Developer