Semiconductor News & Analysis Feed
2855 articles
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Tirthankar Chakraborty
June 26, 2026 3 min read
MU
-5.49%
SNDK
-14.13%
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Trading disclosure
Memory stocks seem to have broken off from their traditional cyclical behavior, supported by sustained growth in recent years. The artificial intelligence (AI) boom in data-intensive workloads has substantially increased
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Here's Why ON Semiconductor Stock Crashed Hard Today
Lee Samaha, The Motley Fool
June 26, 2026 3 min read
ON
-3.60%
SYNA
-5.65%
NVDA
-1.39%
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Trading disclosure
Investors in ON Semiconductor (NASDAQ: ON), or onsemi, went to sleep last night thinking they were holding a power and sensing chip company whose core automotive and industrial end markets were inflecting, while i
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips · Stocktwits
Aveek Bhowmik
June 26, 2026 3 min read
QCOM
-3.12%
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Trading disclosure
Qualcomm is reportedly discussing its new data center chip platform with smartphone, PC and automotive
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
Lee Samaha, The Motley Fool
Fri, June 26, 2026 at 10:35 AM PDT 4 min read
NVDA
+2.63%
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Trading disclosure
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the move
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Sraddha Singha
Fri, June 26, 2026 at 10:27 AM PDT 3 min read
ON
+6.74%
SYNA
+5.84%
STM
+0.13%
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Trading disclosure
onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi's
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Here's How Artificial Intelligence Powers ASML's Growth Story
Tanuka De
Fri, June 26, 2026 at 10:25 AM PDT 3 min read
ASML.AS
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultravi
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Beat Wall Street and It ‘Reset the Entire Industry’
Omor Ibne Ehsan
Fri, June 26, 2026 at 9:55 AM PDT 4 min read
MU
+0.79%
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Trading disclosure
Quick Read
Micron (MU) guided Q4 revenue to $50B, roughly $7B above Wall Street consensus, sending the stock up 16% to an all-time high.
GAAP gross margins expanded from 38% to 85% year over year, a software-like profile dr
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Grew 10X in 12 Months. Can It Do It Again?
Rich Duprey
Fri, June 26, 2026 at 9:23 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
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Trading disclosure
Quick Read
$MU's profits surged 15x in 12 months while the stock grew tenfold, yet it still trades at just 8x forward earnings.
Tim Cook called the memory price surge a '100-year flood' as Micron's HBM production sells out
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
AAPL
+2.70%
INTC
+6.01%
AMD
+7.68%
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Trading disclosure
Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
BAC
-1.55%
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Trading disclosure
Artificial intelligence applications ©Shutterstock
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-26
news.google.com
2026-06-26
Yahoo Finance
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report?
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report? · Zacks
Zacks Equity Research
Fri, 26 June 2026 at 8:30 am GMT-7 4 min read
SNPS
-0.27%
^GSPC
+0.79%
It has been about a month since the last earnings report for Synopsys (SNPS). Shares have lost about 5.3% in that time frame, underperforming the S&P 500.
Will the recent nega
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron Stock Slipped on Friday
Rich Smith, The Motley Fool
Fri, June 26, 2026 at 8:14 AM PDT 2 min read
MU
+0.79%
NVDA
+2.63%
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Trading disclosure
The rollercoaster ride that is investing in Micron (NASDAQ: MU) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Missed Nvidia in 2009? T
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Stock Emerges as Wall Street’s Top Growth Pick
Ruchi Gupta
June 26, 2026 4 min read
MU
-5.49%
NVDA
-1.39%
AMD
-4.26%
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Trading disclosure
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978 in a converted dental office and today is one of only three companies on Earth capable of manufacturing cutting-edge D
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
David Moadel
Fri, June 26, 2026 at 7:16 AM PDT 4 min read
ON
+6.74%
SYNA
+5.84%
AMD
+7.68%
INTC
+6.01%
MU
+0.79%
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Trading disclosure
Quick Read
ON Semiconductor plunged 20% to $95 after announcing a $7 billion all-stock Synaptics deal, wiping out most of its 119% year-to-date rally.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
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Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi shares slide on $7B Synaptics deal
Proactive
June 26, 2026 1 min read
ON
+3.80%
SYNA
+3.92%
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Trading disclosure
Onsemi shares slide on $7B Synaptics deal Proactive uses images sourced from Shutterstock
Onsemi (NASDAQ:ON) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acquire Synaptics (NASDAQ: SYNA) in an all-stock tran
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools
David Moadel
Fri, June 26, 2026 at 6:29 AM PDT 4 min read
MU
+0.79%
SNDK
+10.89%
WDC
-2.02%
005930.KS
-4.42%
000660.KS
-3.28%
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Trading disclosure
Quick Read
MU, SNDK, and WDC dropped 7% Friday morning after surging over the past month, with today's pullback reading as profit-taking rather than a thesis-br
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, June 26, 2026 at 6:15 AM PDT 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
Explore stocks on Coinbase
Trading disclosure
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stoc
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Semiconductor stocks retreat over worries about memory costs
Ines Ferré · Senior Business Reporter
Fri, 26 June 2026 at 6:15 am GMT-7 2 min read
MU
+0.79%
SNDK
+10.89%
MRVL
+7.25%
AMD
+7.68%
QCOM
-2.08%
What happened: Semiconductor stocks retreated on Friday. Memory and storage names led the declines, with Micron Technology (MU) and Sandisk (SNDK) stocks dropping more than 6% and Western Digital