Semiconductor News & Analysis Feed
20 articles
2026-09-08
www.rutlandherald.com
2026-09-08
2026-09-08
www.ncnewsonline.com
2026-09-08
Alpha and Omega Semiconductor (AOS) announced the launch of its new αMOS E2™ 600V Super Junction MOSFETs, including AOGT037V60DE2 and AOGT060V60DE2, designed to meet the growing demand for enhanced efficiency and increased power density in high-voltage applications. These devices are tailored for us
2026-09-02
www.morningstar.com
2026-09-02
2026-08-28
seekingalpha.com
2026-08-28
2026-08-15
www.bloomberg.com
2026-08-15
Micron and SanDisk's enhanced situational awareness capabilities ahead of market turbulence reflect the semiconductor industry's strategic adaptation to complex market conditions. As global semiconductor markets face increasing volatility, companies are increasingly investing in technologies that im
2026-08-10
news.google.com
2026-08-10
2026-08-07
news.google.com
2026-08-07
2026-07-25
www.marketbeat.com
2026-07-25
Taiwan Semiconductor Manufacturing Company (TSMC) has seen increased institutional interest, with Empirical Finance LLC boosting its stake by 86.5% in Q1, reflecting strong market confidence in TSMC’s role within the AI chip sector. The company reported record AI-driven earnings, with a net margin o
2026-07-20
www.marketscreener.com
2026-07-20
2026-06-25
www.investopedia.com
2026-06-25
2026-06-18
finance.yahoo.com
2026-06-18
In Q1 2026, Taiwan Semiconductor Manufacturing Company (TSMC) emerged as a key contributor to Giverny Capital Asset Management's portfolio performance, significantly boosting its overall results. While the portfolio declined by 6.88% during the quarter—compared to a 4.33% drop in the S&P 500—the por
2026-06-17
seekingalpha.com
2026-06-17
Deutsche Bank raised Micron Technology's (MU) price target from $1,000 to $1,500, a 50% increase, citing strong AI-driven demand for DRAM and favorable pricing trends. The bank maintained its Buy rating ahead of MU's fiscal third-quarter results on June 24. Analysts attribute the upward revisions to
2026-06-16
www.insidermonkey.com
2026-06-16
In Q1 2026, increased demand for AI applications significantly boosted Texas Instruments (TXN), as highlighted in an investor letter from Madison Investments. While the Madison Large Cap Fund underperformed the S&P 500, it benefited from strong contributions by companies such as TXN, Analog Devices,
2026-06-16
finance.yahoo.com
2026-06-16
In Q1 2026, increased demand for artificial intelligence (AI) applications significantly boosted the performance of Texas Instruments (TXN). According to an investor letter from Madison Investments, TXN emerged as a key contributor to the returns of its 'Madison Large Cap Fund' during the quarter. W
2026-06-13
www.marketbeat.com
2026-06-13
NVIDIA Corporation continues to demonstrate strong market performance, driven by increased institutional investment and robust quarterly results. Quadrant Capital Group LLC boosted its stake in NVIDIA by 0.7% in Q4, raising its holdings to 657,157 shares valued at approximately $122.6 million, makin
2026-06-05
www.marketbeat.com
2026-06-05
2026-05-28
www.marketscreener.com
2026-05-28
Morgan Stanley's recent commentary on the semiconductor industry has drawn market attention, particularly boosting the stock prices of STMicroelectronics and Infineon. As a globally renowned financial institution, Morgan Stanley brings deep analytical capabilities and market insights to the semicond
2026-05-26
www.investing.com
2026-05-26
2026-05-21
www.marketbeat.com
2026-05-21
2026-05-16
www.marketbeat.com
2026-05-16