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,

ASML Holding has become Europe’s most valuable stock, driven by strong demand for advanced chip manufacturing equipment and its unique position as the sole supplier of EUV lithography systems. The company’s revenue outlook and backlog have improved, signaling sustained investment in next-generation