Semiconductor News & Analysis Feed
20 articles
2026-09-28
finance.yahoo.com
2026-09-28
BNP Paribas's upgrade of Synopsys from Underperform to Neutral with a $420 price target signals a meaningful shift in institutional sentiment toward the EDA giant. The core thesis underpinning this move is the gradual dissipation of the three headwinds that have weighed on SNPS shares: AI disruption
2026-09-28
www.insidermonkey.com
2026-09-28
BNP Paribas's upgrade of Synopsys to Neutral reflects a meaningful shift in the risk-reward calculus for the EDA leader. The core thesis is that the three structural headwinds—AI disruption fears, Intel-related demand softness, and China export restrictions—are simultaneously moderating, creating a
2026-09-24
2026-09-17
www.investors.com
2026-09-17
2026-09-17
www.investors.com
2026-09-17
2026-09-11
www.fxleaders.com
2026-09-11
Micron is benefiting from a global shortage of high-bandwidth memory (HBM), which has driven up demand for advanced DRAM and AI infrastructure components. The company's strong financial performance, with Q3 revenue reaching $41.46 billion and gross margins at 84.9%, underscores its dominant position
2026-09-09
www.fxleaders.com
2026-09-09
2026-09-08
finance.yahoo.com
2026-09-08
2026-09-08
uk.finance.yahoo.com
2026-09-08
2026-09-08
news.google.com
2026-09-08
2026-09-07
www.chartmill.com
2026-09-07
2026-09-02
www.moomoo.com
2026-09-02
2026-08-31
www.investing.com
2026-08-31
2026-08-28
2026-08-28
www.moomoo.com
2026-08-28
2026-08-26
seekingalpha.com
2026-08-26
2026-08-26
www.marketpulse.com
2026-08-26
2026-08-25
finance.yahoo.com
2026-08-25
2026-08-25
2026-08-21
www.fxempire.com
2026-08-21