Semiconductor News & Analysis Feed
20 articles
2026-10-01
2026-09-28
finance.yahoo.com
2026-09-28
2026-08-20
seekingalpha.com
2026-08-20
2026-08-20
seekingalpha.com
2026-08-20
2026-08-18
seekingalpha.com
2026-08-18
2026-08-05
www.proactiveinvestors.com
2026-08-05
2026-08-05
seekingalpha.com
2026-08-05
2026-08-03
seekingalpha.com
2026-08-03
2026-08-02
www.barchart.com
2026-08-02
2026-07-22
www.barchart.com
2026-07-22
Wedbush believes that ASML's increased revenue guidance signals continued growth in the semiconductor industry, particularly in memory chips, which benefits DRAM-focused manufacturers like SK Hynix. Analyst Matt Bryson notes that strong demand for both logic and DRAM chips to support AI development
2026-07-22
finance.yahoo.com
2026-07-22
Wedbush believes that ASML's increased revenue guidance for 2027 bodes well for SK Hynix and other memory chipmakers, driven by strong demand for both leading-edge logic and DRAM to support AI development. Analyst Matt Bryson notes that the timing of increased EUV shipments aligns with expectations
2026-07-21
seekingalpha.com
2026-07-21
2026-07-16
www.proactiveinvestors.com
2026-07-16
2026-07-14
news.google.com
2026-07-14
2026-07-10
finance.yahoo.com
2026-07-10
Wedbush analysts believe that NVIDIA's upcoming Vera CPU could significantly strengthen its position in the server processor market. The new processor is expected to outperform traditional x86-based chips, enabling NVIDIA to compete more directly with established CPU vendors. This development aligns
2026-06-27
www.tradingview.com
2026-06-27
Wedbush Securities issued a bullish outlook on NVIDIA and Microsoft stocks, suggesting that recent market pullbacks present attractive long-term investment opportunities. While major technology stocks, including Meta and Apple, have faced pressure due to high AI-related capital expenditures, Wedbush
2026-06-26
finance.yahoo.com
2026-06-26
Micron Technology, a leading global provider of memory and storage solutions, has attracted attention from major investment firms amid rising demand for AI-driven memory. Wedbush and Rosenblatt have both raised their price targets for the company, reflecting strong confidence in sustained AI-related
2026-06-23
news.futunn.com
2026-06-23
2026-06-15
seekingalpha.com
2026-06-15
2026-06-15
seekingalpha.com
2026-06-15