Semiconductor News & Analysis Feed
368 articles
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
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St
Fri, June 12, 2026 at 3:14 PM PDT 3 min read
NVDA
+0.16%
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NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market,
2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-13
simplywall.st
2026-06-13
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United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Valuation After Strong Results And Major Silicon Photonics Contract Wins
June 13, 2026
Simply Wall St
Tower Semiconductor (TSEM) has become a focal point after strong quarterly results, sizeable silicon photonics contracts for 2027 and 2028, and sharp share price swings driven by sector wide volatility and perceived valua
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Applied Materials (AMAT) Stock Valuation Check After Powerful 1-Year Run
Simply Wall St
Fri, June 12, 2026 at 12:11 PM PDT 3 min read
AMAT
+2.64%
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Applied Materials stock snapshot
Applied Materials (AMAT) has drawn f
2026-06-13
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2026-06-13
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United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock Valuation Check After Strong Multi‑Year Returns And IoT Growth Ambitions
June 13, 2026
Simply Wall St
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QUALCOMM stock moves and recent performance snapshot
QUALCOMM (QCOM) shares most recently closed at US$202.96, with the stock up slightly over the past day but down over the past week and past month, and higher over th
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
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Micron Technology (MU) has been back in the spotlig
2026-06-12
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2026-06-12
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South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Stock Valuation Check After Strong Recent Momentum
June 12, 2026
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What SK hynix’s recent share performance might be telling investors
SK hynix (KOSE:A000660) has drawn fresh attention after a very large past 3 months return, putting its semiconductor story back in focus for investors watchi
2026-06-12
news.google.com
2026-06-12
Yahoo Finance
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Indie Semiconductor (INDI) Stock Valuation Reassessed After Recent Pullback And Bearish Fair Value Narrative
Simply Wall St
Fri, June 12, 2026 at 12:11 AM PDT 3 min read
INDI
+1.27%
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What is moving indie Semiconductor
2026-06-12
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2026-06-12
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United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Stock Valuation After New SiC Package And NVIDIA AI Data Center Role
June 12, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) has drawn fresh attention after unveiling a new ultra high voltage UHV-TO-247-4-ISO package for its GeneSiC SiC MOSFETs, alongside a high profile role in NVIDIA’s AI data center ecosys
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineons, Market
Infineon's Market Cap Breakout: Why AI's Energy Appetite Fueled a 100 Billion Euro Valuation
12.06.2026 - 03:03:49 | boerse-global.de
Infineon's market cap tops EUR 100B as AI data center demand for power semiconductors drives re-rating from cyclical auto supplier to structural growth story.
Infineons - Infineon's Market Cap Breakout: Why AI's Energy Appetite Fueled a 100 Billi
2026-06-12
simplywall.st
2026-06-12
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United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation As NVIDIA Investment And AI Demand Reshape Growth And Supply Chain Risks
June 12, 2026
Simply Wall St
Coherent (COHR) has returned to focus after strong AI data center demand, upbeat financial guidance, and a US$2b investment from NVIDIA coincided with fresh supply chain risks tied to critical optical
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
TSMC Governance Shift Puts Valuation And Board Authority In Focus
Simply Wall St
Thu, June 11, 2026 at 3:13 PM PDT 3 min read
TSM
+3.26%
2330
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Taiwan Semiconductor Manufacturing (TWSE:2330) received shareholder approva
2026-06-12
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2026-06-12
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United States/Semiconductors/NasdaqGS:AMAT
Assessing Applied Materials (AMAT) Valuation After Strong Share Price Momentum And Premium Narrative
June 12, 2026
Simply Wall St
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Event Overview and Immediate Context
Applied Materials (AMAT) is back in focus after recent trading, as investors weigh its current share price of US$552.64 against the company’s size, with a mark
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Samsung Collaborations On 2nm And 3D‑IC Put Investor Focus On Valuation
Simply Wall St
Thu, June 11, 2026 at 10:10 AM PDT 2 min read
005930.KS
-1.16%
SNPS
-1.47%
CDNS
+0.09%
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Samsung Electronics has expanded its collaborations with S
2026-06-11
simplywall.st
2026-06-11
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United States/Semiconductors/NYSE:TSM
Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan is weighing stricter controls on exports of advanced AI chips to China, including possible criminal penalties for violations.
The review focuses on the most advanced AI accelerators and supporting technologies th
2026-06-11
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2026-06-11
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United States/Semiconductors/NasdaqGS:ON
Assessing ON Semiconductor (ON) Valuation After A Powerful Run In Recent Returns
June 11, 2026
Simply Wall St
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Why ON Semiconductor’s Recent Performance Has Investors Paying Attention
ON Semiconductor (ON) has drawn fresh interest after a strong past year for the stock, with total return over the period outpacing its longer ter