Semiconductor News & Analysis Feed

Micron Technology (MU) has seen its price target raised by Needham from $500 to $1,550, reflecting improved memory market conditions and multi-year demand visibility. The firm highlights strong demand, favorable pricing, and limited capacity additions as key drivers. Long-term contracts are enhancin

Applied Materials (AMAT) has delivered a strong quarterly performance with record revenue and gross margins exceeding two decades of highs, while raising its 2026 semiconductor equipment growth outlook above 30%. This performance underscores the company's pivotal role in AI-driven chip demand and it