Semiconductor News & Analysis Feed
106 articles
2026-06-30
digitimes.com
2026-06-30
Hurun Research Institute released its Hurun Global Unicorn List on June 25, a ranking covering 1,603 companies across 52 countries and 299 cities. The number of companies is up 5.3% from the prior year, while total global unicorn value has surged 43% year on year to US$8 trillion, far outpacing growth in the number of companies.
2026-06-30
digitimes.com
2026-06-30
Samsung Electronics is moving forward again on its 1.4nm foundry process, but on a slower schedule than originally planned, The Bellreported, citing industry sources.
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
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Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-26
digitimes.com
2026-06-26
Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused M7 Pro and M7 Max processors to market in 2027, according to a Bloombergreport citing people familiar with the matter.
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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2026-06-25
www.technetbooks.com
2026-06-25
Technetbook
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
Piper Sandler upgraded semiconductor design software maker Synopsys (NASDAQ: SNPS) to Overweight from Neutral, raising its price target to $550 from $450.
The brokerage cited improving prospects for Synopsys’ intellectual property business as Intel’s foundry ambitions continue to gain meaningful traction in the market.
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Sentiment around Intel’s 18A-P and future
2026-06-20
digitimes.com
2026-06-20
The Trump administration has confronted ASML with concerns that one of the Dutch company's most advanced chip-making machines may have made its way into China in violation of US-led export restrictions, Bloomberg reported, citing people familiar with the matter.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $322.86
Target Price (Mid): ~$510
Street Target: ~$294
Potential Total Return: ~58%
Annualized IRR: ~11% / year
Earnings Reaction: 19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $322.86
Target Price (Mid): ~$510
Street Target: ~$294
Potential Total Return: ~58%
Annualized IRR: ~11% / year
Earnings Reaction: 19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments
2026-06-18
www.insidermonkey.com
2026-06-18
Insider Monkey
NEWS
Citi Lifts Texas Instruments (TXN) Price Target by $65. Here is Why
Published on June 17, 2026 at 9:13 pm by SULTAN KHALID in News
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With a net profit margin of 29.11%, Texas Instruments Incorporated (NASDAQ:TXN) is included among the 12 Most Profitable American Stocks to Buy in 2026.
Texas Instruments Incorporated (NASDAQ:TXN) designs, manufactures, and sells analog and embedded semico
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Citi Lifts Texas Instruments (TXN) Price Target by $65. Here is Why
Sultan Khalid
Wed, June 17, 2026 at 6:13 PM PDT 2 min read
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With a net profit margin of 29.11%, Texas Instruments Incorporated (NASDAQ:TXN) is included among the 12 Most Profitable American Stocks to Buy in 2026.
Citi Lifts Texas Instruments (TXN) Price Target by $65. Here is Wh
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics and SK Hynix are each reviewing locations in South Korea's Honam region for new semiconductor packaging plants, according to The Elecand Hankyung, citing industry sources, as the two companies look for ways to add back-end capacity beyond their existing manufacturing hubs.
2026-06-18
www.thestreet.com
2026-06-18
thestreet.com
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2026-06-18
www.tradingview.com
2026-06-18
TradingView
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Citi Has a New Micron Stock Target for 2027
Citi Has a New Micron Stock Target for 2027
Less than 1 min read
MU
+2.20%
Micron Technology
MU
received a higher price target from Citi, which lifted its forecast to $1,200 from $840 while maintaining a Buy rating on the memory-chip maker.
Citi said Micron could benefit from stronger-than-anticipated pricing trends across memory m