Semiconductor News & Analysis Feed

20 articles
2026-08-21
finance.yahoo.com 2026-08-21
2026-08-21
seekingalpha.com 2026-08-21
2026-08-10
news.google.com 2026-08-10
2026-08-10
news.google.com 2026-08-10
2026-07-31
www.firstpost.com 2026-07-31
According to Jefferies' latest analysis, despite ongoing volatility and challenges in the global chip market, China is well-positioned to gain a leading role in the artificial intelligence (AI) race. The firm highlights China's growing strength in AI chip development, manufacturing processes, and su
2026-07-08
finance.yahoo.com 2026-07-08
On July 2, 2026, Jefferies raised its price target for ASML Holding N.V. (ASML) to €1,560 from €1,260, maintaining a 'Buy' rating. The increase is based on forecasts of a 36x P/E ratio and 28x enterprise value to EBITDA for FY27. Jefferies believes ASML is well-positioned to benefit from the strengt
2026-07-02
www.marketscreener.com 2026-07-02
Infineon Technologies AG's continued buy rating from Jefferies reflects market confidence in its strong position within the power semiconductor and automotive electronics sectors. The rating indicates that Jefferies views Infineon as having significant long-term investment potential, particularly gi
2026-07-02
www.investing.com 2026-07-02
Jefferies investment bank raised price targets for ASML and STMicroelectronics, reflecting a broader re-rating of the European semiconductor industry. ASML, as the leading semiconductor equipment manufacturer, plays a crucial role in 3nm and advanced process nodes through its EUV lithography technol
2026-06-22
www.moomoo.com 2026-06-22
2026-06-17
finance.yahoo.com 2026-06-17
Jefferies recently issued a positive outlook on NVIDIA Corporation (NVDA), despite delays in key AI data center technologies. The firm noted that the postponement of 800V HVDC power systems and co-packaged optics does not significantly disrupt industry timelines, as major cloud providers had already
2026-06-13
www.ad-hoc-news.de 2026-06-13
Infineon, one of the top-performing stocks in the DAX this year, has seen its share price surge over 107% since January, pushing it 82% above its 200-day moving average. While Jefferies raised its price target to €96, citing strong growth in AI infrastructure, the stock's high P/E ratio of 43 and vo
2026-06-13
news.google.com 2026-06-13
2026-06-09
www.marketscreener.com 2026-06-09
This news reports on Cadence Design Systems' participation in the 54th Nasdaq & Jefferies Investor Conference. As a leading Electronic Design Automation (EDA) tool provider in the semiconductor industry, Cadence plays a crucial role in the semiconductor supply chain. The conference serves as a platf
2026-06-02
www.investing.com 2026-06-02
2026-06-02
www.marketscreener.com 2026-06-02
Infineon Technologies AG, a leading global semiconductor solutions provider, has received a Buy rating from investment bank Jefferies, reflecting market recognition of its strong competitive position in power semiconductor and automotive chip markets. The rating acknowledges Infineon's leadership in
2026-06-02
www.marketscreener.com 2026-06-02
Jefferies has raised Infineon's stock price target to 96 euros while maintaining its 'buy' rating, reflecting growing market confidence in the company's performance in power semiconductor and automotive electronics sectors. This adjustment underscores Infineon's competitive advantages in automotive
2026-06-02
www.ad-hoc-news.de 2026-06-02
2026-06-01
www.marketscreener.com 2026-06-01
Infineon Technologies, as a leading global semiconductor solutions provider, has received a maintained Buy rating from prominent investment bank Jefferies, reflecting optimistic market expectations for its future prospects. The company's strong position in power semiconductor, automotive electronics
2026-05-24
www.marketbeat.com 2026-05-24
2026-05-21
seekingalpha.com 2026-05-21