Semiconductor News & Analysis Feed

This article analyzes three U.S. semiconductor stocks that are showing strong earnings growth potential amid a recent rebound in tech and semiconductor stocks, while also presenting notable valuation risks. Impinj, operating in RFID technology, offers digital identity solutions for physical items ac

This article analyzes three US AI semiconductor stocks amid rising memory demand and valuation risks. Micron’s upcoming Q3 earnings are central to the story, with its stock up 8x in a year due to strong demand for high-bandwidth memory. However, tight supply and higher prices are shaping investor se

Enphase Energy launched its IQ9N microinverter using gallium nitride (GaN) technology in Europe on June 13, 2026, marking a strategic expansion in high-efficiency residential solar hardware. While the stock has seen strong short-term momentum—up 46.6% over the past month and 62.8% year-to-date—longe