Semiconductor News & Analysis Feed
15 articles
2026-07-29
2026-07-24
www.tradingview.com
2026-07-24
2026-07-24
finance.yahoo.com
2026-07-24
Mizuho raised Texas Instruments' (TXN) price target from $300 to $305 while maintaining a neutral rating, driven by strong data center growth. The company reported June quarter revenue of $5.46 billion, exceeding expectations of $5.23 billion, and guided September revenue at $5.90 billion, above the
2026-07-24
www.gurufocus.com
2026-07-24
2026-07-23
www.investing.com
2026-07-23
2026-07-06
news.google.com
2026-07-06
2026-06-30
simplywall.st
2026-06-30
This article analyzes the semiconductor and AI market dynamics in June 2026, focusing on investment opportunities in AMD and two AI-related semiconductor stocks. AMD, a global chip designer, benefits from strong demand in AI-driven data centers through products like EPYC CPUs and Instinct GPUs. Howe
2026-06-29
www.investing.com
2026-06-29
Mizuho has raised Qualcomm's stock price target due to positive outlook on data center growth, reflecting market recognition of Qualcomm's continued innovation in AI and 5G technologies. This adjustment demonstrates investor confidence in Qualcomm's future profitability and the broader semiconductor
2026-06-25
seekingalpha.com
2026-06-25
As artificial intelligence demand surges and cloud expansion accelerates, global data center capacity is expected to nearly double by 2030. This trend presents significant opportunities for semiconductor and related technology companies. Micron Technology, a leading memory chip provider, is highligh
2026-06-24
www.insidermonkey.com
2026-06-24
Mizuho recently stated that Intel's advancements in advanced packaging technologies could support growth in the AI data center sector. Analyst Siti Panigrahi raised the stock's price target from $128 to $135, maintaining a neutral rating. While the firm remains cautious, it sees potential benefits f
2026-06-24
finance.yahoo.com
2026-06-24
Mizuho analysts believe that Intel's advancements in advanced packaging technologies could support growth in the AI data center segment. On June 22, the firm raised Intel's price target from $128 to $135 while maintaining a Neutral rating. Although the firm remains cautious, it sees potential in Int
2026-06-10
www.tradingview.com
2026-06-10
ON Semiconductor's launch of the GaNEXUS gallium nitride (GaN) power portfolio is poised to become a key catalyst for its expanding AI data center business. Designed to address rising power density, efficiency, and thermal management challenges in next-generation AI infrastructure, the GaNEXUS famil
2026-05-29
www.investing.com
2026-05-29
2026-05-29
ca.investing.com
2026-05-29
2026-05-21
www.proactiveinvestors.com
2026-05-21