Semiconductor News & Analysis Feed
106 articles
2026-06-18
www.gurufocus.com
2026-06-18
GuruFocus
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2026-06-17
www.barchart.com
2026-06-17
Barchart.com
Businessman trading stock market on teblet screen by Nespix via iStock
Texas Instruments (TXN) is one of the world’s leading analog and embedded semiconductor companies, supplying critical chips used across industrial, automotive, communications, data center, and consumer electronics markets.
Citi recently reaffirmed its bullish stance on the stock, raising its price target to $345 from $280 and
2026-06-17
news.google.com
2026-06-17
TradingView
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
2026-06-16
www.msn.com
2026-06-16
MSN
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2026-06-16
tomshardware.com
2026-06-16
Zhiye Liu
Our RAM benchmark hierarchy ranks DDR5 and DDR4 memory kits of all frequencies and capacities for any budget.
2026-06-16
digitimes.com
2026-06-16
Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Informationreported, citing a person with direct knowledge of the deal. The two companies have discussed a price of US$8 billion to US$10 billion, the person said, a significant premium to Tenstorrent's last known valuation.
2026-06-15
www.gurufocus.com
2026-06-15
GuruFocus
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
ON Semiconductor Shares Climb After Citi Highlights Potential Upside Ahead of Analyst Day (ON)
Fiona Craig
Mon, June 15, 2026 at 7:10 AM PDT 2 min read
ON
+4.41%
Trade ON on Coinbase
Trading disclosure
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ON Semiconductor (NASDAQ:ON) shares gained 5% on Monday after Citi raised its price target on the chipmaker and placed the stock on its Upside
2026-06-15
www.msn.com
2026-06-15
MSN
Citi raised the price targets on Texas Instruments (TXN) and ON Semiconductor (ON), while separately highlighting the implications of the 800V Direct Current, or DC, transition for its analog and connector coverage.
"We are most constructive on TXN, driven by expected share gains in data center power starting in 2H26, and continue to favor MPWR on sustained share gains in Enterprise Data and Comm
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.investing.com
2026-06-15
Investing.com
www.investing.com
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2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-13
digitimes.com
2026-06-13
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reutersreported, citing three people familiar with the matter.
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
The Philadelphia Semiconductor Index ($SOX) hit an all-time high of 13,998.14 on June 3, then quickly dropped 9.58% in one session, its sharpest fall in a while. The selloff followed Broadcom's (AVGO) Q2 earnings report. Even though revenue jumped 48% year-over-year (YoY) to $22.2 billion, investors were not impre
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Citi’s Price Target On Synopsys (SNPS) Stock Still Carries Considerable Upside
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Synopsys, Inc. (NASDAQ:SNPS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Synopsys makes the advanced software necessary for designing and testing high-bandwidth memory-heavy AI chips. Anal
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Citi’s Price Target On Synopsys (SNPS) Stock Still Carries Considerable Upside
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
SNPS
-1.23%
Trade SNPS on Coinbase
Trading disclosure
Synopsys, Inc. (NASDAQ:SNPS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Synopsys makes the advanced software necessary for designing and testing hig
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Citi names Broadcom, Texas Instruments, and Applied Materials top chip picks
Luke Juricic
Wed, June 10, 2026 at 1:36 PM PDT 2 min read
AVGO
+3.62%
TXN
+5.35%
AMAT
+11.19%
^GSPC
+1.75%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- As the semiconductor sector navigates a massive market rally, Wall Street is increasingly looking to separate the core secular winners from short-term c
2026-06-11
au.investing.com
2026-06-11
Investing.com Australia
au.investing.com
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