Semiconductor News & Analysis Feed
20 articles
2026-08-21
finance.yahoo.com
2026-08-21
2026-08-21
2026-08-12
www.ad-hoc-news.de
2026-08-12
2026-08-11
simplywall.st
2026-08-11
ON Semiconductor (ON) has returned to profitability with its Q2 2026 results, issuing third-quarter guidance amid a recent stock price decline. Despite strong earnings, the share price has dropped 16.9% over the past month and 23.4% over the quarter, though it has seen a 69.4% total shareholder retu
2026-08-08
news.google.com
2026-08-08
2026-07-31
ca.finance.yahoo.com
2026-07-31
UBS initiated coverage of SK Hynix with a Buy rating and set a price target of $204, arguing that the market is underpricing the company's structural improvement in memory profitability. The firm notes that the memory industry has undergone a significant transformation, driven by the rise of agentic
2026-07-31
au.finance.yahoo.com
2026-07-31
UBS initiated coverage of SK Hynix with a Buy rating and a $204 price target, citing elevated memory profitability driven by AI demand. The firm argues that current market valuations underestimate SK Hynix’s long-term ROE potential, which it estimates at 40.2% for 2027–2031, compared to the historic
2026-07-30
finance.yahoo.com
2026-07-30
2026-07-29
xenospectrum.com
2026-07-29
SK Hynix posted record profits in Q3 2024 but slightly missed forecasts, highlighting the complex market dynamics in the semiconductor industry. While the company achieved historical peak net income, demonstrating strong profitability in memory products, the profitability of HBM and commodity DRAM h
2026-07-22
seekingalpha.com
2026-07-22
2026-07-21
www.digitimes.com
2026-07-21
2026-07-12
news.google.com
2026-07-12
2026-07-08
www.chartmill.com
2026-07-08
The semiconductor equipment sector is facing a pivotal moment as high valuations meet unmatched profitability. This article analyzes four key players—ASML, Applied Materials, Lam Research, and Teradyne—highlighting their distinct business models and market positions. ASML's dominant position in EUV
2026-07-08
www.chartmill.com
2026-07-08
Semiconductor equipment stocks are at a critical juncture, where high valuations meet unmatched profitability. These companies, which manufacture the machines essential for advanced chip production, are closely tied to long-term structural demand from AI, data center expansion, and global fab constr
2026-07-08
finance.biggo.com
2026-07-08
TSMC's Q1 2026 financial performance exceeded expectations with a gross margin of 66.2%, up 3.9 percentage points from the previous quarter, surpassing guidance by 120 basis points. This strong performance reflects the company's advanced process technology optimization and robust market demand. Howe
2026-06-28
cryptobriefing.com
2026-06-28
Micron Technology posted exceptional results in Q3 2026, reporting $41.46 billion in revenue and $28.24 billion in net income, with a gross margin of 84.9%, surpassing most U.S. companies except NVIDIA and Google. The surge is largely driven by the AI boom, particularly in high-bandwidth memory (HBM
2026-06-27
news.google.com
2026-06-27
2026-06-25
news.futunn.com
2026-06-25
2026-06-21
simplywall.st
2026-06-21
Lattice Semiconductor (LSCC), a semiconductor company specializing in low-power Field-Programmable Gate Arrays (FPGAs), recently showcased advancements in physical AI, advanced connectivity, security, and design tools at the FPGA Conference Europe. However, despite its promising low-power AI strateg
2026-06-18