Semiconductor News & Analysis Feed
141 articles
2026-06-18
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2026-06-18
Trefis
2026-06-18
www.trefis.com
2026-06-18
Trefis
After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly broken the industry's old boom-and-bust habits.
After gaining 53.1%, Micron Technology (MU) has transcended its identity as a cyclical chip stock to become the poster child for the hardware boom powering artificial intelligence. The com
2026-06-18
www.trefis.com
2026-06-18
Trefis
__fail__
2026-06-18
news.google.com
2026-06-18
Trefis
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
www.trefis.com
2026-06-18
Trefis
Is Micron Stock’s Record-Breaking Run A Cyclical Peak Or A New AI Reality?
June 17th, 2026 by Trefis Team
-66.17%
Downside
1043
Market
353
Trefis
MU
Micron Technology
The chip giant’s AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry’s notoriously cyclical past.
After a striking 785% gain over the past year, it’s hard to ignore Micron Technology (MU).
2026-06-18
www.trefis.com
2026-06-18
Trefis
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
June 17th, 2026 by Trefis Team
-15.99%
Downside
302
Market
254
Trefis
TXN
Texas Instruments
Before the chipmaker’s stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock’s Data Center Engine Stalling, Or Just Drowned Out By AI?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron’s narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company’s growth now depends on one explosive segment.
With its stock up a stagger
2026-06-17
www.trefis.com
2026-06-17
Trefis
Micron Technology Stock On A Winning Streak: Time To Get In Or Book Profits?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron Technology (MU) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But
2026-06-17
www.trefis.com
2026-06-17
Trefis
Can You Stomach the Plunge in Micron Stock?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
This AI darling has a history of deep, prolonged drawdowns when the market turns. The risk you carry is real.
Micron Technology (MU) stock fell 6.2% on June 16th, 2026, a sharp pullback for a semiconductor name that has been on a historic run. The company makes
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock's Data Center Engine Stalling, Or Just Drowned Out By AI?
Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.
With its stock up a staggering 785.1% over the last year, it’s clear Micron Technology (MU) is firing on all cylinders.
2026-06-17
www.trefis.com
2026-06-17
Trefis
Texas Instruments Stock and the Industrial Recovery Hiding in Plain Sight
Before the chipmaker's stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock put on a clinic, surging 72.4%. When the company's stock moves like that, the key question b
2026-06-17
news.google.com
2026-06-17
Trefis
2026-06-17
www.trefis.com
2026-06-17
Trefis
What Applied Materials Stock Was Shouting Before The Surge
June 16th, 2026 by Trefis Team
-56.46%
Downside
568
Market
247
Trefis
AMAT
Applied Materials
Before the stock took off, the company’s overall growth looked sluggish, but management was explicitly forecasting a boom in its most important AI-related businesses.
When a stock jumps more than two hundred percent in a year, as Applied Material
2026-06-16
www.trefis.com
2026-06-16
Trefis
Before the stock took off, the company's overall growth looked sluggish, but management was explicitly forecasting a boom in its most important AI-related businesses.
When a stock jumps more than two hundred percent in a year, as Applied Materials (AMAT) did, the move can feel like a lightning strike, sudden and unpredictable. But sometimes, the storm clouds gather for months. You just have to kn
2026-06-15
www.trefis.com
2026-06-15
Trefis
Applied Materials Stock And The Tell Hiding In Its Margins
June 15th, 2026 by Trefis Team
-56.38%
Downside
567
Market
247
Trefis
AMAT
Applied Materials
Before the stock took flight, its top-line growth looked sleepy, but its profitability was already telling a powerful story about the coming AI boom.
If you’re kicking yourself for missing the 230.7% run in Applied Materials (AMAT) stock, take a
2026-06-13
www.trefis.com
2026-06-13
Trefis
Micron Stock And The Supply-Demand Tightrope
June 12th, 2026 by Trefis Team
-64.56%
Downside
996
Market
353
Trefis
MU
Micron Technology
Behind the company’s record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.
After a run of +774.6% over the last 12 months, it’s clear that investors in Micron Techn
2026-06-12
www.trefis.com
2026-06-12
Trefis
Behind the company's record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.
After a run of +774.6% over the last 12 months, it’s clear that investors in Micron Technology (MU) are pricing in a nearly perfect future. The company is posting record results, fueled by high AI-driven demand for its memory
2026-06-12
www.trefis.com
2026-06-12
Trefis
In the last five years, Texas Instruments (TXN) stock has returned $30 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.
As it turns out, TXN stock has returned the 62nd highest amount to shareholders in history.
Why should you care? Because
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock’s New CPU Story Big Enough to Cover Its China Silence?
June 11th, 2026 by Trefis Team
-0.13%
Downside
200
Market
200
Trefis
NVDA
NVIDIA
As management pivots hard to a massive new market, they’ve stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can’t afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue