Semiconductor News & Analysis Feed
427 articles
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
While Nvidia's AI-focused processors get all the attention, the company's software ecosystem could be an even more important asset.
CUDA helps create powerful switching costs.
Nvidia's moat increasingly resembles an ecosystem rather than a semiconductor business.
10 stocks we like better than Nvidia ›
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competito
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
While Nvidia's AI-focused processors get all the attention, the company's software ecosystem could be an even more important asset.
CUDA helps create powerful switching costs.
Nvidia's moat increasingly resembles an ecosystem rather than a semiconductor business.
10 stocks we like better than Nvidia ›
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competito
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Micron Technology, Inc.MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zacks Consensus Estimate for the top line is pegged at $34.8 billion, which implies year-over-year growth of 274.2%.
Micron Technology estimates adjusted earnings of $19.15 (+/-40 cents). The consensu
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Micron Technology, Inc.MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zacks Consensus Estimate for the top line is pegged at $34.8 billion, which implies year-over-year growth of 274.2%.
Micron Technology estimates adjusted earnings of $19.15 (+/-40 cents). The consensu
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Teradyne TER and Applied MaterialsAMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturing equipment used to fabricate advanced chips.
So, TER or AMAT — Which of these Semiconductor stocks has the greater upside potential? Let’s find out.
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management highlighted strong adoption of Treo across automotive, industrial and AI applications, with platform revenues rising more than 2.5 times sequentially.
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management highlighted strong adoption of Treo across automotive, industrial and AI applications, with platform revenues rising more than 2.5 times sequentially.
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Texas Instruments IncorporatedTXN and Lam Research CorporationLRCX are both important players in the semiconductor industry, but they operate in different parts of the supply chain. Texas Instruments focuses on analog and embedded chips used across industrial, automotive and data center applications, while Lam Research provides wafer fabrication equipment that enables chipmakers to manufacture adv
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Key Points
Nvidia and Micron are semiconductor companies whose chips are essential for artificial intelligence.
Nvidia's Grace Blackwell superchip is the fastest and most efficient AI accelerator on the market.
Micron is losing market share in NAND and DRAM memory to industry leaders Samsung and SK Hynix.
10 stocks we like better than Nvidia ›
To date, Nvidia(NASDAQ: NVDA) and Micron Technolo
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Chicago, IL – June 18, 2026 – Zacks Director of Research Sheraz Mian says, "Total Q2 earnings for the S&P 500 index are currently expected to be up +22.3% from the same period last year on +11.0% higher revenues."
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and foll
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand for advanced semiconductor manufacturing technologies.
AMAT’s semiconductor systems segment delivered record revenues of $5.97 billion during the second quarter of fiscal 202