Semiconductor News & Analysis Feed

Aletheia Capital raised its price target on Taiwan Semiconductor Manufacturing Company (TSMC) to NT$3,500 on June 16, 2026, maintaining a 'Buy' rating. The firm expects strong growth in TSMC's high-end node capacity, forecasting 70,000, 150,000, and 170,000 wafers per month in 2026, 2027, and 2028,

TSMC's stock price target was raised to NT$3,500 by Aletheia Capital, reflecting market confidence in the company's leadership in advanced process technologies and strong demand in emerging markets such as AI chips. This upgrade demonstrates investor recognition of TSMC's competitive advantages in 3

Aletheia Capital's significant upward revision of Micron Technology's stock price target to $1,600 reflects growing optimism in the semiconductor industry's prospects. This move demonstrates investor confidence in Micron's technological capabilities and market position amid global digital transforma