Semiconductor News & Analysis Feed

Recent analyst opinions on technology stocks have shown mixed views, focusing on Microsoft, Cadence Design, and Commerce.com. Wells Fargo's Michael Turrin maintained a 'Buy' rating on Microsoft with a price target of $625, while the current share price is $399.21. Despite a modest historical success

CMR Surgical and NVIDIA have demonstrated groundbreaking predictive surgical robotic capabilities, marking a significant advancement in medical robotics. This collaboration combines NVIDIA's powerful AI computing platform with CMR Surgical's expertise in minimally invasive surgery robots, delivering

ACM Research, a leading Chinese semiconductor equipment manufacturer, has demonstrated strong growth momentum in advanced packaging and electrochemical plating (ECP) tools, prompting a reevaluation of its AI chip tool investment narrative. The company reported a 34% year-over-year revenue growth in

ACM Research (ACMR) delivered strong Q1 results with 34% year-over-year revenue growth, particularly excelling in the ECP and Furnace segments. Despite a product mix shift toward lower-margin ECP tools, gross margins rebounded to 46.4%, indicating solid profitability and a robust balance sheet. The

ACM Research (ACMR) experienced a 9.4% drop during a broader selloff in semiconductor equipment stocks, driven by concerns over the sector’s near-term outlook and downward revisions to earnings estimates. Despite strong recent performance—with stock gains of 27.47% over 30 days and 63.40% over 90 da