Semiconductor News & Analysis Feed
826 articles
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 3:32 PM PDT 5 min read
NVDA
-6.20%
AMZN
-3.06%
GOOG
-0.95%
MSFT
-2.66%
Explore stocks on Coinbase
Trading disclosure
Three of the largest buyers of Nvidia (NASDAQ: NVDA) chips are also three of the companies trying hardest to need fewer
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-06
www.bisinfotech.com
2026-06-06
Bisinfotech
www.bisinfotech.com
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2026-06-06
www.marketbeat.com
2026-06-06
MarketBeat
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2026-06-06
www.marketbeat.com
2026-06-06
MarketBeat
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2026-06-06
www.tikr.com
2026-06-06
TIKR.com
Key Fundamental Metrics for CDNS Stock
52-Week Range: $262.75 to $416.69
Current Stock Price: $376.19
Street Consensus Target Price: ~$384
Q1 2026 Revenue: $1.474B (+20% YoY)
Q1 2026 Non-GAAP Operating Margin: 44.7%
Q1 2026 Non-GAAP EPS: $1.96 (+25% YoY)
Record Backlog: $8.0B
FY2026 Revenue Guidance: ~17% YoY growth
Mid-Case 10-Year Forward Stock Price Target: ~$848
Now Live: Discover how much up
2026-06-06
www.msn.com
2026-06-06
MSN
Quick Read
SNPS trades 24% below its 52-week high while 42% revenue growth and an emerging agentic AI catalyst go largely unrecognized by Wall Street.
Ansys loaded $10B in debt onto SNPS and crushed GAAP net income 95%, but a forward P/E of 35 versus trailing 114 signals expected earnings normalization.
A September 30 Investor Day, an $11.4B backlog, and 17 of 25 analysts rating SNPS a Buy make th
2026-06-06
www.aol.com
2026-06-06
AOL.com
This AI Chip Design Stock Is 24% Below Its High While Revenue Grew 42%. Wall Street Is Focused on the Wrong Number
ALEX SIROIS
Sat, June 6, 2026 at 12:35 AM GMT+8
0
Pure Storage
Quick Read
SNPS trades 24% below its 52-week high while 42% revenue growth and an emerging agentic AI catalyst go largely unrecognized by Wall Street.
Ansys loaded $10B in debt onto SNPS and crushed GAAP net income 95%,
2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
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2026-06-05
www.electronicdesign.com
2026-06-05
Electronic Design
The independent technology information source for electronics developers
While auxiliary power supplies account for only a fraction of a modern AI server’s power budget, they remain vital. They power all of the microcontrollers, gate drivers, op amps, and other ICs responsible for control, monitoring, and other housekeeping functions that ensure system reliability, safety, and efficiency.
As AI
2026-06-05
www.engineering.com
2026-06-05
Engineering.com
The agreement adds memory and interface IP, including SerDes, PCIe, UCIe and NVLink-C2C support for AI and HPC designs.
Cadence and Samsung Foundry have announced development of a portfolio of memory and interface IP and expanded certification of Cadence digital, custom, 3D IC and system design and analysis flows for Samsung Foundry’s second-generation 2nm process. The work is intended to support
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
Is Trending Stock Cadence Design Systems, Inc. (CDNS) a Buy Now?
Zacks Equity Research
Fri, June 5, 2026 at 9:00 AM AST 5 min read
CDNS
-8.62%
^GSPC
-2.64%
Cadence Design Systems (CDNS) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this maker of hardware
2026-06-05
www.marketbeat.com
2026-06-05
MarketBeat
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2026-06-05
www.marketbeat.com
2026-06-05
MarketBeat
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2026-06-05
www.marketbeat.com
2026-06-05
MarketBeat
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2026-06-05
eetimes.com
2026-06-05
Chips Act 2.0 shifts EU focus from factory subsidies to chip design and demand.
2026-06-04
news.google.com
2026-06-04
MarketBeat
2026-06-04
news.google.com
2026-06-04
Electropages
2026-06-04
news.google.com
2026-06-04
Scientific Computing World
2026-06-04
news.google.com
2026-06-04
Scientific Computing World