Semiconductor News & Analysis Feed
20 articles
2026-07-10
www.insidermonkey.com
2026-07-10
Cadence Design Systems Inc. (NASDAQ:CDNS) has expanded its collaboration with Hewlett Packard Enterprise (HPE) to accelerate AI data center modernization using digital twin technology. By integrating Cadence’s Reality Digital Twin Platform into HPE’s AI-focused modular data centers, the partnership
2026-07-08
www.insidermonkey.com
2026-07-08
In a July 8, 2026 article, Insider Monkey analyzed 22 stocks recommended by Jim Cramer on CNBC’s 'Mad Money,' with a focus on AI and neocloud investment opportunities. Cramer emphasized that current market rotation presents opportunities to buy high-quality companies, especially in AI and cloud comp
2026-07-07
www.insidermonkey.com
2026-07-07
Synopsys Inc. (SNPS), a leading provider of electronic design automation (EDA) tools, has launched its first Multiphysics Fusion solution, marking a significant advancement in AI and high-performance computing (HPC). This innovation combines Synopsys' AI-enhanced EDA tools with Ansys' golden signoff
2026-07-07
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2026-07-07
2026-07-06
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2026-07-06
2026-07-06
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2026-07-06
2026-07-06
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2026-07-06
2026-07-05
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2026-07-05
2026-07-05
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2026-07-05
2026-07-04
www.insidermonkey.com
2026-07-04
Jim Cramer stated that Applied Materials is in a long-term bull market, citing the persistent global chip shortage as a key driver for sustained demand in semiconductor manufacturing equipment. During his discussion, Cramer highlighted CEO Gary Dickerson's insights on the company's critical role in
2026-07-04
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2026-07-04
2026-07-04
www.insidermonkey.com
2026-07-04
On July 4, 2026, Insider Monkey reported that Taiwan Semiconductor Manufacturing Company (TSMC) is strengthening its credit outlook through its dominant position in the AI chip market. S&P Global upgraded TSMC’s long-term issuer credit rating to ‘AA-’ on June 23, citing robust EBITDA and free cash f
2026-07-04
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2026-07-04
2026-07-04
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2026-07-04
2026-07-04
www.insidermonkey.com
2026-07-04
Onto Innovation Inc. (ONTO), a semiconductor equipment provider specializing in defect inspection and metrology tools, has attracted attention due to its role in AI infrastructure development. The company's products are critical in 2.5D and HBM packaging, where defect detection directly impacts yiel
2026-07-02
www.insidermonkey.com
2026-07-02
Cadence Design Systems, Inc. (CDNS), a leading global provider of semiconductor design software, is gaining increased analyst attention as of July 2026. As of June 30, 85% of analysts covering the stock have issued a 'Buy' rating, with the remaining 15% holding a 'Neutral' stance. Stifel recently ra
2026-06-30
www.insidermonkey.com
2026-06-30
Micron Technology (MU) has seen a significant raise in its price target from JPMorgan analyst Harlan Sur, who increased it from $550 to $1,540 while maintaining an 'Overweight' rating. This move reflects growing confidence in the company's strategic customer agreements (SCAs), which have expanded fr
2026-06-29
www.insidermonkey.com
2026-06-29
Mizuho, a Wall Street firm, recently highlighted Intel's cost advantage in advanced chip packaging, particularly when competing against TSMC's CoWoS-L technology. The firm noted that Intel's EMIB-T approach offers superior efficiency and lower costs for connecting multiple chips, potentially enablin
2026-06-29
www.insidermonkey.com
2026-06-29
Bank of America raised Applied Materials Inc.'s (AMAT) price target from $540 to $720, maintaining a 'Buy' rating, reflecting optimism about the semiconductor industry's future. The firm updated its industry models, increasing the 2030 global semiconductor market forecast to $2.7 trillion, driven by
2026-06-29
www.insidermonkey.com
2026-06-29
This article examines NVIDIA's investment potential within the semiconductor industry, particularly from the perspective of billionaire investors. According to CNBC, NVIDIA plans to raise at least $20 billion through an investment-grade bond issuance, marking its first such offering since 2021. This