Semiconductor News & Analysis Feed

Aletheia Capital raised its price target on Taiwan Semiconductor Manufacturing Company (TSMC) to NT$3,500 on June 16, 2026, maintaining a 'Buy' rating. The firm expects strong growth in TSMC's high-end node capacity, forecasting 70,000, 150,000, and 170,000 wafers per month in 2026, 2027, and 2028,

Aletheia Capital's significant upward revision of Micron Technology's stock price target to $1,600 reflects growing optimism in the semiconductor industry's prospects. This move demonstrates investor confidence in Micron's technological capabilities and market position amid global digital transforma