Semiconductor News & Analysis Feed
20 articles
2026-08-30
www.tradingkey.com
2026-08-30
As global AI infrastructure continues to expand, Taiwan Semiconductor Manufacturing Company (TSMC) is benefiting significantly from the surge in demand for AI chips. In Q2 2026, TSMC reported robust financial results, with full-year revenue growth projected to exceed 40%. Its competitive edge stems
2026-08-05
finance.yahoo.com
2026-08-05
2026-08-05
2026-07-24
finance.yahoo.com
2026-07-24
This article focuses on price predictions for key semiconductor companies in 2028, analyzing Micron Technology, AMD, and Marvell. Micron's stock surged 780% over the past year but has recently cooled, with current valuation already reflecting strong HBM performance and limited upside. In contrast, A
2026-07-24
247wallst.com
2026-07-24
In 2028, the AI infrastructure capital expenditure wave is driving growth across memory, GPUs, and custom silicon, yet each segment carries a distinct valuation profile. Micron, positioned as a leader in memory, has seen strong stock performance but is now fully priced, with its 2028 target nearly f
2026-07-21
2026-07-19
finance.yahoo.com
2026-07-19
2026-07-19
2026-07-17
finance.yahoo.com
2026-07-17
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2026-07-16
finance.yahoo.com
2026-07-16
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2026-07-15
news.google.com
2026-07-15
2026-07-15
news.google.com
2026-07-15
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
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news.google.com
2026-07-14
2026-07-13
news.google.com
2026-07-13