Semiconductor News & Analysis Feed
20 articles
2026-08-27
www.marketscreener.com
2026-08-27
2026-08-27
www.bloomberg.com
2026-08-27
2026-08-27
www.bloomberg.com
2026-08-27
2026-08-12
www.tradingview.com
2026-08-12
Despite a massive $1,375 price target from Mizuho, Micron Technology's stock slipped slightly, as the company rides one of the most robust memory cycles in recent years. Micron reported record revenue of $41.46 billion, up sharply from previous quarters and significantly from the prior year. Its GAA
2026-07-24
www.marketbeat.com
2026-07-24
In July 2026, Mizuho Markets Americas LLC increased its stake in Synopsys, Inc. by purchasing 50,902 shares worth approximately $20.18 million during the first quarter. This move reflects the institutional investor's confidence in Synopsys' position within the semiconductor industry and its growth p
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
2026-07-23
www.marketscreener.com
2026-07-23
2026-07-23
simplywall.st
2026-07-23
Synopsys (SNPS) stock rebounded amid reassurance from Mizuho analysts regarding AI chip design risks, which had previously caused a sell-off due to competition from China's open-source chip initiatives. Despite a recent pullback, Synopsys remains a key player in advanced design, verification, and si
2026-07-17
2026-07-15
finance.yahoo.com
2026-07-15
2026-07-01
www.investing.com
2026-07-01
Mizuho Financial Group has raised its capacity forecasts for TSMC's CoWoS (Chip on Wafer on Substrate) technology due to surging demand for server CPUs. This adjustment reflects the ongoing expansion of global data center and cloud infrastructure, coupled with enterprises' growing demand for high-pe
2026-06-29
www.investing.com
2026-06-29
Micron Technology, as a leading global memory manufacturer, has attracted significant market attention regarding its second-quarter performance. Morgan Stanley's analysis suggests that while Apple's recent market dynamics may be distracting investor sentiment, Micron's core catalysts remain rooted i
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
2026-06-24
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
2026-06-22
blockonomi.com
2026-06-22
Intel's stock price has remained near the $134 mark as Mizuho raised its target price on advanced packaging strength, reflecting positive market sentiment toward the company's technological capabilities. This upgrade highlights Intel's competitive positioning in the semiconductor industry, where adv
2026-06-01
finance.yahoo.com
2026-06-01