Semiconductor News & Analysis Feed
20 articles
2026-09-22
www.ad-hoc-news.de
2026-09-22
Synopsys' fiscal Q3 2026 results underscore the structural demand tailwind in EDA software driven by AI chip complexity. The 42% revenue growth to $2.48 billion and the upward revision of full-year guidance to a $9.69–$9.74 billion range signal that design tool spending is accelerating rather than n
2026-09-22
www.tradingview.com
2026-09-22
TSMC's announcement of a dedicated AI-packaging validation lab and training center in Kaohsiung signals a strategic shift from pure wafer fabrication toward a full-stack packaging ecosystem play. The two-building facility, occupying roughly 53.6 hectares of the 88.7-hectare park, is designed to de-r
2026-09-22
news.google.com
2026-09-22
2026-09-18
www.marketbeat.com
2026-09-18
2026-09-15
www.gurufocus.com
2026-09-15
2026-09-12
2026-09-01
www.marketbeat.com
2026-09-01
Synopsys (NASDAQ:SNPS) experienced insider selling, with executive Geus Aart De selling $11.14 million worth of shares through a pre-arranged Rule 10b5-1 plan. Despite this, the company reported strong quarterly results, with adjusted earnings per share of $3.91, exceeding estimates, and revenue of
2026-08-31
2026-08-29
2026-08-28
finance.yahoo.com
2026-08-28
2026-08-26
www.barchart.com
2026-08-26
Qualcomm's stock has experienced a notable decline, dropping about 38% from its year-to-date high, primarily due to weakness in its CDMA Technologies (QCT) segment. QCT reported a 5% YoY revenue drop in Q3, with handset revenue falling 20%. The broader Android smartphone market remains challenging,
2026-08-25
finance.yahoo.com
2026-08-25
2026-08-21
www.marketbeat.com
2026-08-21
2026-08-19
news.google.com
2026-08-19
2026-08-17
www.astutegroup.com
2026-08-17
SK Hynix's $38 billion memory investment reflects the severe challenges and opportunities in the global storage market. The semiconductor industry currently faces cyclical adjustment with volatile memory chip prices and significant supply-demand imbalances. SK Hynix's massive capacity expansion and
2026-08-17
evertiq.com
2026-08-17
SK hynix has announced a $38 billion investment in chip fabrication plants in South Korea, including the Y2 fab in Yongin and the M17 fab in Cheongju. This move is part of a broader mid-to-long-term strategy to accelerate the development of its semiconductor cluster, aiming to complete all four plan
2026-08-17
satnews.com
2026-08-17
SpaceX's achievement of a 38-minute dual-coast launch record represents a significant milestone in commercial spaceflight, demonstrating the industry's rapid technological advancement. This breakthrough showcases SpaceX's expertise in rocket recovery and rapid reusability, while prompting the entire
2026-08-16
www.marketbeat.com
2026-08-16
Synopsys Inc. (NASDAQ: SNPS) saw a new institutional stake acquired by Focus Partners Advisor Solutions LLC during the second quarter, purchasing 4,389 shares valued at approximately $1.96 million. The company reported strong quarterly results, with revenue of $2.28 billion, up 41.9% year-over-year,
2026-08-16
www.theglobeandmail.com
2026-08-16
XN LP, managed by Gaurav Kapadia, recently reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 72,388 shares. Despite this move, TSMC's stock has continued to rise, trading between $406 and $423, with a year-to-date gain of approximately 30%. Analysts have raised price targets
2026-08-16
www.aol.com
2026-08-16
SK Hynix has approved a $38 billion investment in new memory chip fabrication facilities, but production timelines are significantly delayed, with the first cleanrooms not opening until late 2028 and mid-2029. The company is investing in two new plants: the Yongin Y2 fab for HBM and next-gen DRAM, a