Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

20 articles
Trending Companies
NVIDIA8 Micron7 Infineon Technologies6 Synopsys5 TSMC5 Intel5 AMD4 SK hynix3 Qualcomm3 Cadence3 Siemens EDA3 Nvidia3
Trending Technologies
Advanced Packaging7 AI6 GPU6 EDA6 HBM5 Data Center Infrastructure4 Semiconductor Manufacturing3 NAND Flash3 2.5D/3D Packaging3 AI Chips3 DRAM3 Automotive Electronics2
2026-09-18
Barclays initiates Tower Semiconductor stock at Overweight on AI demand - Investing.com
0.85
www.investing.com 2026-09-18
2026-09-10
Memory Stocks Slide as Rates and Oil Swamp JPMorgan’s Overweight Call: SK Hynix Sinks 5%, Western Digital Drops 3%, Micron Slips - Yahoo Finance
0.95
finance.yahoo.com 2026-09-10
2026-09-10
Memory Stocks Slide as Rates and Oil Swamp JPMorgan's Overweight Call: SK Hynix Sinks 5%, Western Digital Drops 3%, Micron Slips - 24/7 Wall St.
0.92
247wallst.com 2026-09-10
2026-09-10
Wells Fargo Upgrades Synopsys to Overweight From Equalweight, Adjusts PT to $475 From $450 - marketscreener.com
0.95
news.google.com 2026-09-10
2026-09-10
Piper Sandler initiates Nvidia stock with overweight rating on AI demand - Investing.com
0.95
www.investing.com 2026-09-10
2026-09-10
JPMorgan initiates SK Hynix stock with overweight rating on AI demand - Investing.com
0.95
www.investing.com 2026-09-10
2026-09-08
Morgan Stanley Upgrades Synopsys to Overweight From Equalweight, Price Target is $500 - marketscreener.com
0.95
www.marketscreener.com 2026-09-08
2026-08-21
Barclays (BARC) Cuts Price Target But Reiterates Overweight On SK Hynix (NASDAQ: SKHY), Citing HBM Strength And Nvidia Partnership - foreignpolicyjournal.com
0.95
www.foreignpolicyjournal.com 2026-08-21
2026-08-20
Barclays reiterates Overweight on SK Hynix stock, $300 target - Investing.com
0.95
www.investing.com 2026-08-20
2026-07-28
Morgan Stanley Adjusts PT on Cadence Design Systems to $400 From $370, Maintains Overweight Rating - marketscreener.com
0.91
news.google.com 2026-07-28
2026-07-20
KeyBanc reiterates Overweight on Micron stock, keeps $1,750 target - Investing.com
0.85
www.investing.com 2026-07-20
2026-07-17
Sam Rahman On His Nvidia Overweight & The Semis Flush - Hedgeye
0.92
app.hedgeye.com 2026-07-17
2026-07-14
Barclays initiates SK Hynix stock coverage with overweight rating - Investing.com
0.85
news.google.com 2026-07-14
2026-07-14
KeyBanc Adjusts PT on Texas Instruments to $390 From $325, Maintains Overweight Rating - marketscreener.com
0.95
news.google.com 2026-07-14
2026-07-09
Net Profit Surpasses Nvidia but Stock Price Crashes; JPMorgan Reaffirms “Overweight” Rating on Samsung Electronics - NAI500
0.92
nai500.com 2026-07-09
Samsung Electronics released strong preliminary results for Q2 2026, significantly exceeding market expectations despite a one-time provision of over 15 trillion won in labor costs. The company's resilience was driven by surging memory chip prices and the weakening Korean won. JPMorgan reiterated it
Semiconductor IndustrySamsung ElectronicsNVIDIAEarnings ReportMarket ReactionMemory ChipsAI ChipsStock Price Volatility
2026-06-29
Piper Sandler Upgrades “Overweight” from Neutral on Synopsys, Inc. (SNPS) - Yahoo Finance
0.87
finance.yahoo.com 2026-06-29
Piper Sandler upgraded Synopsys (SNPS) from 'Neutral' to 'Overweight' on June 23, 2026, raising its price target from $450 to $550. The firm expects a faster-than-anticipated recovery in Synopsys' intellectual property business, driven by improving prospects for Intel's 18A-P manufacturing node, whi
Semiconductor Design SoftwareSynopsysChip Design ToolsIntel IP BusinessAI InvestmentSemiconductor Industry TrendsInvestment Rating UpgradeMarket Analysis
2026-06-25
JPMorgan raises Infineon target to €96, 'Overweight' - marketscreener.com
0.92
www.marketscreener.com 2026-06-25
JPMorgan's upgrade of Infineon's target price to €96 with an 'Overweight' rating reflects growing market confidence in the semiconductor company's prospects. This move highlights Infineon's strong position in automotive chips and power semiconductor technologies, particularly as global automotive el
InfineonJPMorganSemiconductorAutomotive ChipsTarget PriceInvestment RatingChip ManufacturingTechnology Stocks
2026-06-24
Piper Sandler Upgrades Synopsys (NASDAQ: SNPS) To Overweight, Citing Intel Foundry Momentum And Apple Opportunity - foreignpolicyjournal.com
0.92
www.foreignpolicyjournal.com 2026-06-24
Piper Sandler upgraded Synopsys (SNPS) from Neutral to Overweight, citing improving prospects for its intellectual property business driven by Intel’s foundry ambitions. The brokerage raised its price target to $550 from $450, reflecting increased demand for Synopsys’ design tools and IP, particular
Semiconductor Design SoftwareSynopsysIntel FoundryIP LicensingApple ChipsElectronic Design AutomationSemiconductor IndustryInvestment Rating
2026-06-21
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON) - Insider Monkey
0.87
www.insidermonkey.com 2026-06-21
Wells Fargo maintained its 'Overweight' rating on ON Semiconductor (ON) and raised its price target to $140 from $115 on June 9, 2026. The bank highlighted the emergence of 'physical AI' and humanoid robotics as long-term growth drivers for analog and mixed-signal chipmakers, estimating a $1.6 billi
ON SemiconductorWells FargoPower SemiconductorAI ChipsGaN TechnologyArtificial IntelligenceElectric VehiclesAnalog Chips
2026-06-05
ASML Stock Is Hot, But Please Don’t Go Too Overweight on Chip Stocks - Barchart.com
0.92
news.google.com 2026-06-05