Semiconductor News & Analysis Feed
20 articles
2026-08-11
www.koreajoongangdaily.com
2026-08-11
Recent brokerage downgrades of Samsung Electronics and SK Hynix reflect growing concerns over the semiconductor market's peak and weakening demand, particularly in memory chips. The Chinese semiconductor industry's rapid advancement, especially in lithography equipment, poses a long-term threat to K
2026-08-04
2026-08-04
finance.yahoo.com
2026-08-04
2026-08-04
2026-07-30
stockstotrade.com
2026-07-30
2026-07-12
news.google.com
2026-07-12
2026-07-12
news.google.com
2026-07-12
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
2026-06-28
www.investing.com
2026-06-28
Recent analyst moves in the semiconductor and AI sectors reveal significant market dynamics, with Micron Technology's price targets being raised, indicating optimistic market sentiment toward the company's AI-era chip business prospects. Analysts generally believe that as artificial intelligence tec
2026-06-26
finance.yahoo.com
2026-06-26
Micron Technology, a leading global provider of memory and storage solutions, has attracted attention from major investment firms amid rising demand for AI-driven memory. Wedbush and Rosenblatt have both raised their price targets for the company, reflecting strong confidence in sustained AI-related
2026-06-22
blockonomi.com
2026-06-22
Taiwan Semiconductor Manufacturing Company (TSMC) stock has reached new highs as price targets soar, reflecting market optimism about the semiconductor industry's future prospects. The surge in TSMC's stock price demonstrates strong investor confidence in the company's technological leadership and m
2026-06-22
ca.investing.com
2026-06-22
Bernstein Investment Research has raised price targets on memory stocks primarily due to significant increases in high-bandwidth memory (HBM) prices. This adjustment reflects current market dynamics and supply-demand relationships within the semiconductor industry. HBM, as a critical component in hi
2026-06-22
www.investing.com
2026-06-22
Bernstein Investment Research has raised price targets on memory stocks, primarily due to significant upward pressure on high-bandwidth memory (HBM) prices. This adjustment reflects current market dynamics and supply-demand imbalances within the semiconductor industry. HBM, as a critical component i
2026-06-22
www.moomoo.com
2026-06-22
2026-06-18
www.investing.com
2026-06-18
Micron Technology, as a leading global semiconductor memory chip manufacturer, has attracted significant market attention due to its earnings performance. Recent reports indicate that several Wall Street investment institutions have raised their stock price targets for Micron, reflecting optimistic
2026-06-15
news.futunn.com
2026-06-15
2026-06-15
www.insidermonkey.com
2026-06-15
Applied Materials (AMAT) has seen its price targets raised by Barclays and Cantor Fitzgerald, reflecting strong market confidence in its semiconductor equipment business. Barclays increased its price target to $590 from $500, maintaining an Overweight rating, citing a robust capital expenditure cycl
2026-06-15
finance.yahoo.com
2026-06-15
Applied Materials (AMAT) has seen its price targets raised by Barclays and Cantor Fitzgerald, reflecting growing optimism about its position in the semiconductor equipment sector. Barclays increased its price target from $500 to $590, maintaining an 'Overweight' rating, while Cantor Fitzgerald raise
2026-06-12
www.barchart.com
2026-06-12
Analysts continue to raise their revenue forecasts and price targets for NVIDIA Inc (NVDA) for fiscal year 2027, reflecting strong expectations for the company's free cash flow (FCF) outlook. With projected FY 2027 revenue of $551.66 billion, NVDA's FCF margin is expected to remain robust at around
2026-06-11
finance.yahoo.com
2026-06-11
Micron Technology Inc., as one of the few major U.S. manufacturers of memory chips, has attracted significant attention amid the growing demand driven by artificial intelligence (AI) and cloud computing. Despite challenges in stock valuation, analysts have consistently raised price targets, reflecti