Semiconductor News & Analysis Feed
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2026-07-07
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2026-07-06
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2026-07-06
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2026-06-30
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2026-06-30
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2026-06-29
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2026-06-29
GuruFocus
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off
Ghazal Ahmed
Wed, June 24, 2026 at 6:48 AM PDT 1 min read
NVDA
-1.15%
AVGO
-0.17%
MSFT
-1.27%
MU
-3.30%
AMD
-1.96%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
On June 23, Bernstein reiterates Nvidia and Broadcom as
2026-06-23
www.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Bernstein’s
,
Triple-Digit
Bernstein’s Triple-Digit Target and a Leaner Structure Propel Infineon Toward Record Highs
23.06.2026 - 08:41:55 | boerse-global.de
Infineon closes at €86.37 after Bernstein hikes price target to €102, citing a 'CPU renaissance' and corporate overhaul from four to three divisions.
Bernstein’s - Bernstein’s Triple-Digit Target and a Leaner Structure Propel Infineon Toward
2026-06-23
www.ad-hoc-news.de
2026-06-23
AD HOC NEWS
Infineon, DE0006231004
Infineon shares gain support from Bernstein, patent ruling and DAX strength
23.06.2026 - 08:13:23 | ad-hoc-news.de
Infineon combines a fresh Bernstein upgrade, a Munich patent ruling and a firmer DAX backdrop. Bernstein raised the target to 102 euros and kept Outperform on 19 June.
Infineon, DE0006231004
By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publica
2026-06-23
www.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Infineon
,
Surges
Infineon Surges 5.6% as Bernstein Upgrade and GaN Patent Ruling Double-Down on Rally
22.06.2026 - 21:13:05 | boerse-global.de
Infineon shares jumped 5.57% after Bernstein hiked price target to €102 on 'CPU renaissance' and Munich court banned rival Innoscience from selling GaN products in Germany.
Infineon - Infineon Surges 5.6% as Bernstein Upgrade and GaN Patent Ruling Double-D
2026-06-22
m.techflowpost.com
2026-06-22
深潮TechFlow
伯恩斯坦研报解读:明年 HBM 价格必翻 2 倍以上,存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读:明年 HBM
价格必翻 2 倍以上,存储成…
HBM 长协锁价致盈利远低于普通 DRAM,伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍,并大幅上调三星、SK 海力士、美光目标价,存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道,洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM,伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍,并大幅上调三星、SK 海力士、美光目标价,存储行业迎来结构性重估。
撰文:小饼
HBM 还在按年度合同锁价,普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂,造普通
2026-06-22
ca.investing.com
2026-06-22
Investing.com Canada
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
stockinvest.us
2026-06-22
StockInvest.us
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2026-06-22
ng.investing.com
2026-06-22
Investing.com Nigeria
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2026-06-22
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2026-06-22
Investing.com
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2026-06-22
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2026-06-22
Investing.com Canada
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