Semiconductor News & Analysis Feed
241 articles
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
AMD took over four months to fix a critical security bug in its autoupdater, and the security researcher didn't see a dime for his efforts
2026-06-12
digitimes.com
2026-06-12
Silicon Labs is deepening its presence in India through expanded research operations and a greater commercial focus on smart infrastructure applications, even as the US-based wireless chipmaker prepares for an acquisition by Texas Instruments.
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 5% in midday trading on Thursday, June 11, changing hands near $939. The move extends a historic run that has the memory giant up 223% year to date, with the stock having more than tripled in 2026.
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A fresh catalyst is a price target hike from Wolfe Research. Analyst Chris Caso raised his target on Micron stock to $1
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster
David Moadel
Thu, June 11, 2026 at 10:40 AM PDT 4 min read
MU
+11.66%
NVDA
+2.22%
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Trading disclosure
Quick Read
Wolfe Research's Chris Caso raised his Micron price target to $1,250, implying 37% more upside after the stock's 223% year-to-date rally.
Micron post
2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
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Trading disclosure
Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
www.zacks.com
2026-06-11
Zacks Investment Research
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2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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2026-06-11
www.miragenews.com
2026-06-11
Mirage News
Science
11 JUN 2026 5:18 PM AEST
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Europe Boosts Chip Design, DTU Unites Researchers
Technical University of Denmark
Chip design has attracted growing attention in Europe in recent years. This momentum was clearly visible last week, when DTU hosted a two-day summer school on chip design for PhD students, followed by the international conference Async 2026 (The International Symposium on Async
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
www.jonpeddie.com
2026-06-11
Jon Peddie Research
Researchers at Georgia Tech continue to advance Vortex, an open-source RISC-V GPU project designed to support both graphics and compute workloads. The latest Vortex 3.0 release introduces major architectural enhancements, including a fixed-function graphics pipeline, Vulkan support, tensor computing improvements, and new scheduling capabilities. These additions expand Vortex beyond its original Op
2026-06-11
www.zacks.com
2026-06-11
Zacks Investment Research
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2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
ca.finance.yahoo.com
2026-06-10
Yahoo! Finance Canada
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, June 10, 2026 at 6:00 a.m. PDT 5 min read
TXN
-0.93%
^GSPC
-0.81%
Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near fut
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, June 10, 2026 at 6:00 AM PDT 5 min read
TXN
+1.35%
^GSPC
+0.50%
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Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence
2026-06-10
sg.finance.yahoo.com
2026-06-10
Yahoo Finance Singapore
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, 10 June 2026 at 6:00 am GMT-7 5 min read
TXN
+5.35%
^GSPC
+1.75%
Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near futu
2026-06-10
www.zacks.com
2026-06-10
Zacks Investment Research
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2026-06-10
www.jonpeddie.com
2026-06-10
Jon Peddie Research
SK Hynix turned a long HBM investment cycle into a central position in AI infrastructure. The company built deep ties with Nvidia, aligned with TSMC, and moved memory out of commodity pricing patterns. Its HBM share, operating margin, and product roadmap now reflect a custom-silicon role tied to AI accelerators, robotics, client AI systems, and autonomous fabs. For silicon teams, SK Hynix now shap