Semiconductor News & Analysis Feed
615 articles
2026-06-15
semiengineering.com
2026-06-15
Semiconductor Engineering
Researchers from Politecnico di Torino and CEA-List published a technical paper titled “InjectV: Modeling Fault Injection Attacks in RISC-V Simulation Environment.”
“Fault Injection Attacks (FIAs) are a significant threat to hardware security, capable of compromising systems by inducing malicious faults in computation or storage. Evaluating resilience against such attacks is challenging due to th
2026-06-15
simplywall.st
2026-06-15
simplywall.st
Japan/Semiconductors/TSE:6963
Is ROHM (TSE:6963) Quietly Recasting Its Power-Semiconductor Edge Through Targeted SiC Design Wins?
June 15, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
ROHM recently introduced its TSC3PAK surface-mount package for SiC MOSFETs for xEV onboard chargers, electric compressors and industrial power systems, while its 750 V SiC MOSFETs were adopted in battery backup un
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-14
mlq.ai
2026-06-14
MLQ.ai
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2026-06-14
www.digitimes.com
2026-06-14
digitimes
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0...
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2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Published on June 13, 2026 at 1:13 pm by JEFF LEWIS in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575 and maintained an Overweight rating on t
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Jeff Lewis
Sat, June 13, 2026 at 10:13 AM PDT 2 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm's price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineons, Momentum
Infineon's Momentum Hits a Test: Jefferies Lifts Target to €96 While Chart Warns of Overextension
13.06.2026 - 12:54:24 | boerse-global.de
Infineon's 107% DAX gain pushes it 82% above 200-day MA; Jefferies raises target to €96 on AI data center growth, but high P/E and volatility pose risks.
Infineons - Infineon's Momentum Hits a Test: Jefferies Lifts Target to €96 While Char
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Goldman Sachs lifts price target on AI-chip tailwinds
12.06.2026 - 19:02:14 | ad-hoc-news.de
Goldman Sachs has raised its Infineon Technologies price target to 88 euros and reiterated its Buy rating, citing stronger growth prospects from AI-related chips, while the stock trades in the high-70s euro range on Xetra.
Infineon, DE000
2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Amkor Technology, Inc. (AMKR) is up 7.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The day’s specific catalyst is not clearly identifiable from widely circulated company news, but the move appears consistent with renewed optimism around Amkor’s advanced packaging roadmap and multi-year growth targets discussed recently. This could also be momentum tied
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
www.barchart.com
2026-06-12
Barchart
Jen-Hsun Huan NVIDIA's Founder, President and CEO by jamesonwu1972 via Shutterstock
Analysts keep raising their Nvidia Inc (NVDA) FY 2027 revenue forecasts and their NVDA price targets. This implies that free cash flow (FCF) will be higher than expected. NVDA stock could be worth $330, +61% higher. This is based on conservative FCF margin and FCF yield assumptions.
NVDA closed at $204.87 on Thur
2026-06-12
www.tikr.com
2026-06-12
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $548.71
TIKR Mid-Case Target: ~$533
TIKR High-Case Target: ~$928 | Total Return: ~87% | IRR: ~8%/year
Street Mean Target: ~$513
Earnings Reaction: -0.89% (reported May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials, Inc. (AMAT) gain
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, Rides
Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Target
12.06.2026 - 05:24:27 | boerse-global.de
Infineon shares have doubled in 2024, fueled by AI infrastructure power demand and rotation from software to semiconductors, with analysts bullish but volatility at 75%.
Infineon - Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Tar
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electrical/NYSE:VRT
Vertiv Extends NVIDIA Alliance To Target AI Data Centers And Margins
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to co-develop AI focused data center solutions, including an 800 volt DC power architecture.
The company has also launched a production grade digital
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why 1 Veteran Analyst Firm Hiked Its Qualcomm Stock Price Target for 2026
Financial Data by Mer_Studio via Shutterstock
Nauman Khan
Thu, June 11, 2026 at 11:22 AM PDT 5 min read
QCOM
+6.15%
GOOGL
+0.39%
AMZN
+1.47%
Explore stocks on Coinbase
Trading disclosure
Qualcomm (QCOM) is a big player in wireless chips and mobile technology. For a few months now, the company has been in the spotlight as ch