Semiconductor News & Analysis Feed
897 articles
2026-07-08
digitimes.com
2026-07-08
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached NT$3.368 billion, up 4.4% quarter-over-quarter and 11.1% year-over-year, while first-half revenue totaled NT$5.37 billion, a 4.04% increase from a year earlier.
2026-07-08
digitimes.com
2026-07-08
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
For the first six months of 2026, Nvidia (
NVDA
0.18%
) hasn't led the artificial intelligence (AI) trade. It opened the year at $189.84 on Jan. 2 and closed at around $200 on June 30. That's a roughly 5% gain.
Anyone who invested $10,000 to start the year hasn't seen much progress in their Nvidia investment. Still, there's a market sector that can open up new revenue opportunities and reward pat
2026-07-08
www.aol.com
2026-07-08
AOL.com
Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026
VANDITA JADEJA
Wed, July 8, 2026 at 2:00 AM GMT+8
0
gorodenkoff / iStock via Getty Images
Quick Read
Despite sliding 16% over the past year, SNPS holds a 90% confidence BUY rating with a $517 price target implying 18% upside.
Q2 FY2026 revenue surged 42% to $2.28 billion, but GAAP profit collapsed under $404 million in Ansys am
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has become one of the most important picks-and-shovels plays on the AI buildout, yet the stock has quietly slipped 16.43% over the past year.
Video Muted
Our 24/7 Wall St. price target for Synopsys is $516.71, implying 18.2% upside from the current $437.16 level. Our recommendation is buy, at a 90% confidence level, one of the higher conviction read
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
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PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that a
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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Top Semiconductor Companies To Watch In 2026
Jul 07, 2026, 11:19 AM ETNVDA, SMH, SMHX
, TSM, MU, AVGO, AMD, INTC, LSCC, SITM, RMBS
VanEck
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Summary
The semiconductor industry remains a critical pillar of technological innovation, powering everything from AI to high-performance computing.
Demand for a
2026-07-07
www.barchart.com
2026-07-07
Barchart.com
A photo of a corporate Qualcomm sign by JHVEPhoto via Adobe Stock
QUALCOMM Incorporated (QCOM) is a leading global semiconductor and wireless technology company headquartered in San Diego. The company develops advanced chipsets, connectivity solutions, and intellectual property that power smartphones, automotive systems, Internet of Things (IoT) devices, PCs, networking equipment, and artificial
2026-07-07
www.moomoo.com
2026-07-07
Moomoo
__fail__
2026-07-07
www.tradingkey.com
2026-07-07
TradingKey
Micron Technology (MU) trades at $984.75, down 22% from recent highs. Technically, the stock is in oversold territory, showing positive RSI divergence at key trendline support. Fundamental strength remains supported by a strategic AI partnership with Anthropic and 16 long-term agreements totaling $22 billion in revenue. While analysts maintain a strong buy rating with a $1,486 target, risks includ
2026-07-07
www.quiverquant.com
2026-07-07
Quiver Quantitative
MIGDAL HAEMEK, Israel – July 7, 2026
– Tower Semiconductor (NASDAQ/ TASE: TSEM ), the leading foundry of high value analog semiconductor solutions, will issue its second quarter 2026 earnings release on Tuesday, August 4, 2026. The Company will hold a conference call to discuss its second quarter 2026 financial results and third quarter 2026 guidance on Tuesday, August 4, 2026, at 10:00 a.m. Easte
2026-07-07
www.globenewswire.com
2026-07-07
GlobeNewswire
MIGDAL HAEMEK, Israel – July 7, 2026 – Tower Semiconductor (NASDAQ/ TASE: TSEM), the leading foundry of high value analog semiconductor solutions, will issue its second quarter 2026 earnings release on Tuesday, August 4, 2026. The Company will hold a conference call to discuss its second quarter 2026 financial results and third quarter 2026 guidance on Tuesday, August 4, 2026, at 10:00 a.m. Easter
2026-07-07
tomshardware.com
2026-07-07
Luke James
Brokerage consensus puts Samsung's full-year 2026 operating profit near 300 trillion won.
2026-07-07
digitimes.com
2026-07-07
Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.
2026-07-07
digitimes.com
2026-07-07
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's
2026-07-07
digitimes.com
2026-07-07
PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.