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Why the Austin region is becoming a magnet for the semiconductor sector
Once known primarily for software and consumer technology, the Austin region in Texas is emerging as one of the most important semiconductor hubs in the US. A combination of manufacturing investment, engineering talent and industry collaboration is helping to attract both established chipmakers and ambitious s
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Qualcomm (QCOM), known primarily for making smartphone processors, is slowly gaining traction in three new markets: Data Centers, Automotive, and IoT. This has led J.P. Morgan’s analyst, Samik Chatterjee, to put the semiconductor company on a positive catalyst watch. He expects Qualcomm to announce revenue targets of over $3 billion by 202
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
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Cambridge GaN Devices (CGD) has joined forces with NXP Semiconductors to accelerate time to market in data centre and automotive markets.
These high-growth markets represent a huge opportunity for GaN. The International Energy Agency expects the energy used by data centres to double by 2030, making energy efficiency improvements a key imperative. It is forecasted that the data centre power semico
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A Smarter Way to Bet on a Reversal in Semiconductor Stocks
By JIM PEARCE • June 15, 2026 • STOCKS TO WATCH
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Editor’s Note: In January 2025, Jim Pearce closed Personal Finance’s NVIDIA position after a 975% gain in 28 months. His reasoning then: “the combined market cap of AI stocks far exceeds the total addressable market for AI over the remainder of this decade. There isn’t any r
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