Semiconductor News & Analysis Feed
335 articles
2026-05-29
news.google.com
2026-05-29
The Globe and Mail
2026-05-28
www.theglobeandmail.com
2026-05-28
The Globe and Mail
SynopsysSNPS reported non-GAAP earnings of $3.35 per share for the second quarter of fiscal 2026, which beat the Zacks Consensus Estimate by 5.7%. The bottom line decreased 8.7% on a year-over-year basis.
Synopsys’ earnings beat the Zacks Consensus Estimate thrice and missed once in the trailing four quarters, with the average surprise being 0.9%.
Synopsys’ fiscal second-quarter revenues jumped
2026-05-28
news.google.com
2026-05-28
The Globe and Mail
2026-05-28
news.google.com
2026-05-28
The Globe and Mail
2026-05-28
www.theglobeandmail.com
2026-05-28
The Globe and Mail
Image source: The Motley Fool.
DATE
Wednesday, May 27, 2026 at 5 p.m. ET
CALL PARTICIPANTS
President and CEO — Sassine Ghazi
Chief Financial Officer — Shelagh Glaser
Need a quote from a Motley Fool analyst? Email pr@fool.com
TAKEAWAYS
Total Revenue -- $2.276 billion, exceeding company guidance, reflecting broad-based strength across segments, including the integration of ANSYS (NASDAQ: ANSS)
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Trend Micro (TMICF), Shimadzu (SHMZF) and Cadence Design (CDNS).
In a report released today, Chikai Tanaka from Goldman Sachs maintained a Hold rating on Trend Micro, with a price target of Yen6600.00. The company’s shares closed last Tuesday at $41.40, close to its 52-week low of $40.62.
According t
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA) and other AI stocks.To learn more, check out the short video, consider subscribing, and click the special offer link below.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel bo
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including onsemi (NASDAQ:ON) and its peers.
Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
In a report released yesterday, Ruben Roy from Stifel Nicolaus maintained a Buy rating on Nvidia, with a price target of $282.00.
Roy covers the Technology sector, focusing on stocks such as Viavi Solutions, CoreWeave, and Ciena. According to TipRanks, Roy has an average return of 63.9% and a 75.99% success rate on recommended stocks.
In addition to Stifel Nicolaus, Nvidia also received a Buy fr
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the automotive industry accelerates toward electric vehicles, advanced driver-assistance systems and smarter in-car technologies, semiconductor companies supplying these critical components are gaining increased investor attention.
ON Semiconductor CorporationON and NXP Semiconductors N.V.NXPI are among the key players benefiting from this trend, thanks to their strong exposure to the fast-gro
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the automotive industry accelerates toward electric vehicles, advanced driver-assistance systems and smarter in-car technologies, semiconductor companies supplying these critical components are gaining increased investor attention.
ON Semiconductor CorporationON and NXP Semiconductors N.V.NXPI are among the key players benefiting from this trend, thanks to their strong exposure to the fast-gro
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure.
Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities.
Credo is targeting the fast-growing AI connectivity opportunity.
10 stocks we like better than Astera Labs ›
Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure.
Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities.
Credo is targeting the fast-growing AI connectivity opportunity.
10 stocks we like better than Astera Labs ›
Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
news.google.com
2026-05-26
The Globe and Mail
__fail__
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Nvidia recently announced a significant increase to its payout.
The company's robust financials give it plenty of room to make further hikes in the future.
Its new yield puts it in line with that of other tech stocks.
10 stocks we like better than Nvidia ›
When you think of Nvidia (NASDAQ: NVDA), dividends probably aren't one of the things that come to mind. But given just how much
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Nvidia recently announced a significant increase to its payout.
The company's robust financials give it plenty of room to make further hikes in the future.
Its new yield puts it in line with that of other tech stocks.
10 stocks we like better than Nvidia ›
When you think of Nvidia (NASDAQ: NVDA), dividends probably aren't one of the things that come to mind. But given just how much
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b