Here are Thursday's biggest analyst calls: Micron, Apple, Intel, SanDisk, Netflix, Qualcomm, CoreWeave & more - CNBC

Analyst reports on Thursday focused on several major tech companies and semiconductor firms, including Micron, Apple, Intel, SanDisk, Netflix, Qualcomm, and CoreWeave. These companies are driving indu... Read original →

Thursday’s analyst flurry signals a structural realignment in semiconductors. Micron’s HBM3E and LPDDR5X ramp directly fuels TSMC’s CoWoS capacity crunch, forcing SK hynix to accelerate GDDR7—triggering a memory-tech cascade. Tightening U.S. export controls on advanced tools inflate compliance costs for Taiwan, China and Korean firms, especially in mainland packaging operations. Qualcomm’s dual push in 5G RF front-ends and AI PC chips pressures MediaTek to co-develop 4nm mobile SoCs with SMIC. If Intel misses 18A volume production by late 2026, it forfeits server CPU pricing power permanently. Over the next 18 months, AI cluster bandwidth hunger will redefine memory-processor co-design, with cloud upstarts like CoreWeave driving custom AI silicon adoption—undermining legacy IDM economics.