Semiconductor News & Analysis Feed
20 articles
2026-11-13
adamnmichel.substack.com
2026-11-13
2026-10-30
powerpeakdigest.com
2026-10-30
2026-10-27
www.digitimes.com
2026-10-27
2026-10-15
2026-10-08
2026-10-08
2026-10-01
2026-10-01
2026-09-28
stocktwits.com
2026-09-28
2026-09-28
finance.yahoo.com
2026-09-28
BNP Paribas's upgrade of Synopsys from Underperform to Neutral with a $420 price target signals a meaningful shift in institutional sentiment toward the EDA giant. The core thesis underpinning this move is the gradual dissipation of the three headwinds that have weighed on SNPS shares: AI disruption
2026-09-28
www.insidermonkey.com
2026-09-28
BNP Paribas's upgrade of Synopsys to Neutral reflects a meaningful shift in the risk-reward calculus for the EDA leader. The core thesis is that the three structural headwinds—AI disruption fears, Intel-related demand softness, and China export restrictions—are simultaneously moderating, creating a
2026-09-26
www.moomoo.com
2026-09-26
2026-09-26
news.futunn.com
2026-09-26
2026-09-26
www.marketscreener.com
2026-09-26
2026-09-25
2026-09-14
www.newagebd.net
2026-09-14
2026-09-10
2026-09-07
2026-09-04
seekingalpha.com
2026-09-04
2026-09-02
www.digitimes.com
2026-09-02
TSMC has stated that the EU's semiconductor ambitions cannot be achieved through subsidies alone, highlighting the complex challenges facing Europe's chip industry. While the EU is advancing the Chips Act and discussing a second phase, TSMC emphasizes that public funding alone is insufficient to bui