Semiconductor News & Analysis Feed
365 articles
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Qualcomm’s Reported Tenstorrent Talks Test Lofty Valuation And AI Ambitions
Simply Wall St
Mon, June 15, 2026 at 8:20 PM PDT 2 min read
QCOM
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Qualcomm, ticker NasdaqGS:QCOM, is reportedly in talks to acquire AI chip startup Tenstorrent
2026-06-16
digitimes.com
2026-06-16
Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Informationreported, citing a person with direct knowledge of the deal. The two companies have discussed a price of US$8 billion to US$10 billion, the person said, a significant premium to Tenstorrent's last known valuation.
2026-06-16
simplywall.st
2026-06-16
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Germany/Semiconductors/XTRA:AIXA
AIXTRON (XTRA:AIXA) Stock Valuation After ROHM GaN Partnership And Strong AI Power Demand
June 16, 2026
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ROHM Semiconductor’s decision to deploy AIXTRON (XTRA:AIXA) G10-GaN equipment for in-house gallium nitride epitaxy puts fresh attention on the stock, as investors weigh what this partnership could mean for growth-focused power elec
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): valuation focus as chip cycle weighs on outlook
15.06.2026 - 21:36:21 | ad-hoc-news.de
Infineon Technologies shares remain in focus as investors weigh cyclical headwinds in semiconductors against the company’s positioning in power electronics and automotive chips.
Infineon, DE0006231004
Responsible: ad hoc news Markets & Valuati
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineons, Dresden
Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally
15.06.2026 - 16:15:05 | boerse-global.de
Infineon stock up 109% to €80; 34x P/E above historical peak. €5B Dresden fab opens July 2 – key test for AI demand amid China supply risks.
Infineons - Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally 15.06.2026 - Bild: üb
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
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2026-06-15
Moomoo
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2026-06-15
news.google.com
2026-06-15
Yahoo Finance
2026-06-15
www.theinformation.com
2026-06-15
The Information
Anthropic Blindsides Its Business Partners
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2026-06-14
simplywall.st
2026-06-14
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Germany/Semiconductors/XTRA:IFX
Infineon Technologies (XTRA:IFX) Stock After China GaN Sales Ban A Fresh Look At Valuation
June 14, 2026
Simply Wall St
Infineon Technologies (XTRA:IFX) is under fresh scrutiny after China’s Supreme People’s Court upheld a sales injunction on its Gallium Nitride products in mainland China, ending a key patent dispute with Innoscience.
See our latest analysis for I
2026-06-14
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2026-06-14
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United States/Semiconductors/NasdaqGS:ACLS
Axcelis Technologies (ACLS) Stock Valuation After Sector Rally In Semiconductor Equipment Stocks
June 14, 2026
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Axcelis Technologies (ACLS) is back on traders’ screens after a sector wide rally in semiconductor equipment stocks, as renewed interest in chip manufacturing demand and capital spending lifted the shares.
See our
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
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Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol
2026-06-14
sg.finance.yahoo.com
2026-06-14
Yahoo Finance Singapore
SharonAI Holdings (SHAZ) Stock After NVIDIA AI Deal A Fresh Look At A 11.3x P/B Valuation
Simply Wall St
Sat, 13 June 2026 at 5:16 pm GMT-7 3 min read
SHAZ
-12.85%
NVDA
+0.16%
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SharonAI Holdings (SHAZ) has drawn fresh attention
2026-06-14
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2026-06-14
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United States/Semiconductors/NasdaqGS:MU
Micron (MU) Stock Valuation After AI Supercycle Momentum And New Board Appointment
June 14, 2026
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What Micron’s AI Supercycle Means After a New Board Appointment
Micron Technology (MU) sits at the center of an AI driven memory shortage, with strong demand for its chips, rising pricing power, upbeat quarterly resu
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
LITE
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NVDA
+0.16%
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Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi
2026-06-13
simplywall.st
2026-06-13
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United States/Semiconductors/NYSE:TSM
US Patent Fight Puts TSMC Valuation And US Chip Supply In Focus
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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US congressional Republicans are urging the International Trade Commission to enforce US patent rights in a case involving Taiwan Semiconductor Manufacturing (NYSE:TSM).
The dispute focuses on allegations that TSMC chips inf
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Entegris EUV Deal Eases Patent Risk But Valuation Stays Stretched
Simply Wall St
Fri, June 12, 2026 at 8:10 PM PDT 2 min read
ENTG
+3.86%
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Entegris (NasdaqGS:ENTG), JSR and Inpria entered into a cross licensing agreem
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Ichor Holdings (ICHR) Stock Valuation After Sector-Driven Semiconductor Equipment Rally
Simply Wall St
Fri, June 12, 2026 at 4:16 PM PDT 3 min read
ICHR
+3.28%
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Ichor Holdings (ICHR) has been drawing attention after
2026-06-13
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2026-06-13
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United States/Semiconductors/NasdaqGM:ENPH
Enphase IQ9N GaN Launch Tests Market Optimism And Valuation Risk
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Enphase Energy (NasdaqGM:ENPH) has launched its IQ9N Microinverter using gallium nitride technology for residential solar systems in Europe.
The product is now available across multiple European countries, expanding the company’s high