Australian Semiconductors Stock News

Lynas Rare Earths Limited has announced that long-serving CEO and Managing Director Amanda Lacaze will retire after 12 years, remaining with the company until the end of the current financial year to support an orderly leadership transition. Her departure marks a turning point for a business she helped build into a leading non-Chinese rare earths supplier at the centre of global critical minerals supply chain realignment. Next, we’ll examine how Lacaze’s planned retirement and the...

With a price-to-sales (or "P/S") ratio of 0.6x HighCom Limited ( ASX:HCL ) may be sending very bullish signals at the...

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

To the annoyance of some shareholders, Delorean Corporation Limited ( ASX:DEL ) shares are down a considerable 29% in...

South32 Limited recently presented at the Future Minerals Forum 2026 at the King Abdul Aziz International Conference Center in Riyadh, with CEO Graham Kerr addressing attendees. This high-profile industry platform offered South32 an opportunity to highlight its positioning in future-facing metals and its response to global decarbonization themes. We’ll now examine how South32’s high-profile Future Minerals Forum appearance, led by CEO Graham Kerr, may influence its investment...

Insiders who purchased AU$8.99m worth of Terramin Australia Limited ( ASX:TZN ) shares over the past year recouped some...

Key Insights Significant control over Centuria Capital Group by individual investors implies that the general public...

Alcidion Group Limited ( ASX:ALC ) shares have continued their recent momentum with a 33% gain in the last month alone...

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Brightstar Resources Limited recently reported strong drilling results from its Lord Byron gold deposit, expanding the Measured & Indicated mineral resource ahead of its updated DFS2.0 study. This resource upgrade, combined with Lord Byron’s full permitting for mining and plans for a new processing facility, strengthens project planning confidence for operations targeted in 2026. We’ll now explore how the expanded Measured & Indicated resource base at Lord Byron may influence Brightstar’s...

Why cash flow and efficiency are in focus for Whitehaven Coal Recent media coverage of Whitehaven Coal (ASX:WHC) has zeroed in on its cash flow profile and operational efficiency, putting a spotlight on how the miner stacks up against other ASX 100 names. For you as an investor, that attention on cash generation, cost discipline and capital allocation offers a different lens to think about Whitehaven beyond headline coal prices or short term share moves. See our latest analysis for Whitehaven...

The Australian market has shown positive momentum, rising 1.6% over the last week and climbing 7.7% in the past year, with earnings forecasted to grow by 13% annually. In this context, selecting stocks that combine affordability with growth potential is crucial for investors seeking opportunities beyond traditional large-cap investments. Penny stocks, often associated with smaller or newer companies, can offer surprising value when backed by strong financials; here we explore several such...

Endeavour Group (ASX:EDV) is back in focus after two key developments: a missed profit outlook that has weighed on sentiment, and a leadership change at its ALH Hotels division. See our latest analysis for Endeavour Group. The recent profit outlook miss and leadership change at ALH Hotels come after a mixed stretch for investors, with a 6.48% 90 day share price return but a 3 year total shareholder return decline of 35.46% indicating fading longer term momentum at a current share price of...

Santana Minerals recently reported a step-out drill hole at the Rise and Shine deposit intersecting 38.6m at 1.70g/t gold, materially extending and thickening mineralisation around 135m beyond previous drilling limits and outside the current Mineral Resource boundary. The company has also applied for approximately 135km² of new exploration tenure and is preparing additional drill sites, underscoring efforts to assess how far this mineralised system might continue along strike and at depth...

Goldman Sachs has upgraded Suncorp Group (ASX:SUN) to a ‘Buy’ rating, coinciding with the insurer outlining plans to sell its banking division, return A$400 million via a share buyback, and maintain shareholder dividends. See our latest analysis for Suncorp Group. Suncorp’s latest moves come after a tougher period for the share price, with a 90 day share price return of a 16.78% decline and a year to date share price return of a 4.44% decline, even though the 3 year total shareholder return...

In late December, several Pro Medicus leaders, including CEO Dr Sam Aaron Huppert, Executive Director Anthony Hall and Chairman Peter Kempen, bought additional shares on market while the stock was in a technical downtrend. This insider buying, occurring alongside repeated ASX downtrend scan appearances, highlights a contrast between management confidence and prevailing negative technical momentum. Next, we’ll examine how this insider buying amid a technical downtrend could influence Pro...

Emerald Resources (ASX:EMR) has updated the market on operations at its 100% owned Okvau Gold Mine in Cambodia, reporting December quarter production of 25,030 ounces and gold sales of 20,410 ounces at US$4,118 per ounce. See our latest analysis for Emerald Resources. The operational update lands after a strong run, with a 30 day share price return of 11.76% and a 90 day share price return of 24.53%. The 1 year total shareholder return of 95.01% and 3 year total shareholder return of around...

Goldman Sachs recently issued a Sell rating on Boss Energy, pointing to concerns about operational efficiency and financial viability at the Honeymoon uranium project after the company withdrew its Enhanced Feasibility Study due to production and cost deviations. The decision to replace the withdrawn study with a new, optimized wellfield design in Q3 2026 highlights management’s effort to reassess long-term project economics under updated operating assumptions. We’ll now examine how the...

Evolution Mining recently confirmed it will release its December 2025 quarter production and cost update on 21 January 2026, followed by its FY26 half-year results on 11 February 2026, as investors track its operational performance against a backdrop of record-high gold prices. This timing concentrates attention on how Evolution’s cost profile and production trends are tracking just as interest in gold-focused producers intensifies. We’ll now examine how the upcoming production and cost...

In early January 2026, JPMorgan Chase & Co and its affiliates disclosed they had become a substantial holder in DroneShield with a stake just above 5%, drawing fresh attention to the company’s large defense contracts and upcoming audited 2025 results. This new institutional presence highlights how shifts in major shareholder positions can interact with contract delivery timing and cash receipts to influence how investors assess DroneShield’s risk and opportunity mix. With JPMorgan’s...

Woodside Energy Group recently reported that the floating production unit for its Scarborough gas field has arrived in the Carnarvon Basin, confirming the project is over 91% complete and moving closer to first LNG cargo expected in the second half of this year. This progress milestone reinforces Scarborough’s role as a core asset in Woodside’s LNG portfolio, potentially influencing expectations around future production volumes and project execution risk. We’ll now explore how the...

Austal (ASX:ASB) has hit an all time high after securing a Strategic Shipbuilding Agreement with the Australian Government worth an initial A$1b to A$1.3b and expanding its U.S. shipyard operations. See our latest analysis for Austal. That agreement and the U.S. yard expansion sit on top of strong recent momentum, with a 30 day share price return of 33.74% and a 1 year total shareholder return of 178.10% signaling that investors are aggressively repricing Austal’s defence exposure. If...

Boab Metals has recently completed a follow-on equity offering of A$6.99 million at A$0.40 per share, issuing 17,499,964 new ordinary shares and applying to quote them on the ASX to support its Sorby Hills Silver-Lead Project. Together with an oversubscribed share purchase plan and broader funding package, this equity raise contributes to approximately A$350 million in secured funding, giving the company full financial certainty to progress Sorby Hills through development and construction to...

Titomic Limited has announced leadership changes within its European division, with Chris Myers becoming President of Titomic Europe in early 2026 and Ferdy Touwen promoted to Deputy President & Head of European Operations, while outgoing leader Klaas Rozema moves into a Senior Executive Advisor role ahead of a planned sabbatical. This reshaping of Titomic’s European leadership concentrates commercial and operational responsibility in a refreshed team, aiming to support execution, customer...