Semiconductor News & Analysis Feed
5307 articles
2026-06-26
www.trefis.com
2026-06-26
Trefis
After A Large Run, Is Applied Materials Stock A Bet On AI’s Future or Yesterday’s News?
June 25th, 2026 by Trefis Team
-62.96%
Downside
668
Market
247
Trefis
AMAT
Applied Materials
The chip-equipment giant is at the center of an AI-fueled boom with unprecedented demand, but you’ll pay a steep premium for a stock whose biggest risk may be its own supply chain.
If you want to understand Applied Ma
2026-06-26
siliconangle.com
2026-06-26
SiliconANGLE
Arizona-based chipmaker Onsemi today announced plans to acquire the internet of things and computer interface technology firm Synaptics Inc. in a deal valued at around $7 billion.
The deal will help Onsemi, officially known as Semiconductor Components Industries LLC, pursue its ambitions in “physical AI,” and bring artificial intelligence from massive cloud-based data centers into the physical wo
2026-06-26
www.fxleaders.com
2026-06-26
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Nvidia Stock So Cheap? This Is the Only Plausible Answer
Jeremy Bowman, The Motley Fool
Thu, June 25, 2026 at 6:50 PM PDT 5 min read
NVDA
-1.59%
MU
+15.81%
SNDK
+21.53%
Explore stocks on Coinbase
Trading disclosure
For much of the AI boom, Nvidia (NASDAQ: NVDA) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed t
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
For much of the AI boom, Nvidia (
NVDA
1.86%
) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed to benefit from demand for its GPUs, which are used for AI training.
Since then, the stock has gained more than 1,000%, and Nvidia has become the most valuable company in the world, with a market cap of nearly $5 trillion.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Shares of Micron Technology (
MU
+14.50%
) surged on Thursday after the memory chip leader delivered a blockbuster earnings report.
Image source: The Motley Fool.
An AI bonanza
Micron's revenue rose a staggering 346% year over year to $41.5 billion in its fiscal third quarter, which ended on May 28.
The AI boom and the massive data sets it requires are creating enormous demand for the high-per
2026-06-26
www.bizjournals.com
2026-06-26
The Business Journals
www.bizjournals.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a1184a06ea77e19f
Performance and Security by Cloudflare
Privacy
2026-06-26
www.bizjournals.com
2026-06-26
The Business Journals
www.bizjournals.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a1182df0eeb2c99d
Performance and Security by Cloudflare
Privacy
2026-06-26
digitimes.com
2026-06-26
Onsemi has agreed to buy Synaptics in an all-stock transaction valued at about US$7 billion, a deal that could reshape the edge AI landscape across automotive, industrial, and connected devices. If completed, the merger aims to broaden global access to intelligent systems, software, and wireless technology.
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Onsemi has agreed to buy Synaptics in an all-stock transaction valued at about US$7 billion, a deal that could reshape the edge AI landscape across automotive, industrial, and connected devices. If completed, the merger aims to broaden global access to...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Micron (MU) Stock Soaring Today
Jabin Bastian
Thu, June 25, 2026 at 4:29 PM PDT 4 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Qualcomm (QCOM) Stock Is Up Today
Petr Huřťák
Thu, June 25, 2026 at 4:21 PM PDT 2 min read
QCOM
+3.84%
META
-2.68%
Explore stocks on Coinbase
Trading disclosure
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.3% in the morning session after the company announced an aggressive expansion into the AI data center market with ambitious long-term revenue targets during i
2026-06-26
startupfortune.com
2026-06-26
Startup Fortune
Onsemi's $7 billion Synaptics deal is a bet that AI won't stay bottled up in data centers. The company is paying in stock because the edge-AI market it wants is still more promise than proof.
Onsemi is trying to buy its way into the next AI hardware fight, and it isn't the one Nvidia has already made famous. The Scottsdale chipmaker said on June 25 that it will acquire Synaptics in an all-stock t
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a117bc5d3c5a21cf
Performance and Security by Cloudflare
Privacy
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Companies want an alternative to Nvidia's data center technology.
Hyperscalers are increasingly investing in proprietary chip technology.
*Stock prices used were the afternoon prices of June 23, 2026. The video was published on June 25, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of the
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Shares of Qualcomm (
QCOM
+3.65%
) rose on Thursday after the chipmaker unveiled its new artificial intelligence (AI)-fueled growth targets.
Image source: The Motley Fool.
Entering the data center arena
Qualcomm has long been a dominant supplier of processors for smartphones. It's a large and lucrative market, but its pace of expansion pales in comparison to explosive growth markets like AI dat
2026-06-26
www.msn.com
2026-06-26
MSN
(Bloomberg) -- US chipmaker Onsemi has agreed to buy Synaptics Inc., a firm that specializes in semiconductors for smart devices, in an all-stock deal that values the company at about $6.2 billion.
Investors will get 1.35 shares of Onsemi common stock for every share of Synaptics, representing a roughly 19% premium based on closing prices of Onsemi and Synaptics over the past 10 trading days, ac
2026-06-26
www.tipranks.com
2026-06-26
TipRanks
www.tipranks.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a117d657fff9e5fe
Performance and Security by Cloudflare
Privacy
2026-06-26
www.barrons.com
2026-06-26
Barron's
__fail__
2026-06-26
www.mlex.com
2026-06-26
MLex
( June 25, 2026, 21:51 GMT | Official Statement) -- MLex Summary: Arizona-based Onsemi has agreed to acquire California-based Synaptics in an all-stock deal that gives Synaptics an enterprise value of about $7 billion. By adding Synaptics’ differentiated Edge AI compute franchise and portfolio of human-machine interface and wireless connectivity products, Onsemi is expected to extend its capabilit