Semiconductor News & Analysis Feed
14 articles
2026-08-27
2026-07-21
www.marketscreener.com
2026-07-21
2026-07-09
finance.yahoo.com
2026-07-09
Susquehanna analyst Mehdi Hosseini raised Applied Materials' (AMAT) price target from $575 to $900 on June 30, 2026, maintaining a 'Positive' rating. The upgrade follows channel checks indicating an expanding Semiconductor Equipment (SCE) backlog extending beyond one year, with WFE market estimates
2026-07-06
news.google.com
2026-07-06
2026-06-28
cryptobriefing.com
2026-06-28
Susquehanna raised Taiwan Semiconductor Manufacturing Company's (TSMC) price target to $575 from $500, maintaining a 'Buy' rating. This reflects growing investor confidence in TSMC's dominant position in advanced chip manufacturing, especially amid sustained AI infrastructure spending. TSMC's unmatc
2026-06-28
finance.yahoo.com
2026-06-28
Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing (TSMC) to $575 from $500 on June 22, 2026, maintaining a 'Positive' rating. The firm updated its model, citing TSMC's capital expenditure and capacity strategy as exceeding market expectations. While TSMC reported a 30.1% YoY
2026-06-24
www.asktraders.com
2026-06-24
Despite a significant upgrade in its price target by Susquehanna—from €70 to €100—with a 'Positive' rating on Infineon Technologies (IFX), the company's shares fell over 6%. This divergence between analyst optimism and market sentiment highlights the growing macro-driven risk-off environment in the
2026-06-05
finance.yahoo.com
2026-06-05
2026-05-29
www.investing.com
2026-05-29
2026-05-29
sherwood.news
2026-05-29
Micron Technology and SanDisk surged to new all-time highs following upgraded price targets from Susquehanna, with analyst Mehdi Hosseini raising his estimates significantly for both companies. The firm cited sustained supply constraints through 2027 as a key driver for elevated margins and re-ratin
2026-05-29
seekingalpha.com
2026-05-29
2026-05-21
2026-05-14
seekingalpha.com
2026-05-14
2026-05-14
cryptobriefing.com
2026-05-14