Semiconductor News & Analysis Feed

Infineon Technologies, a leading global semiconductor solutions provider, has received a buy rating from JPMorgan, reflecting positive market expectations for its future prospects. This rating acknowledges Infineon's technological advantages and market position in key areas such as power semiconduct

JPMorgan recently advised investors to buy semiconductor stocks during a market pullback, but not NVIDIA—rather, it highlighted Broadcom as a key opportunity. While the S&P 500 is near all-time highs, Broadcom’s share price has dropped nearly 20% recently, falling from over $480 to around $400. This

JPMorgan has raised its earnings estimates for ASML Holding NV, a Dutch semiconductor equipment maker that holds a global monopoly on extreme ultraviolet (EUV) lithography machines, due to the company's updated guidance on production capacity. Previously, ASML had indicated a cap of 90 EUV tools for

JPMorgan Asia equity and quant strategist Mixo Das believes the South Korean stock market still has room to grow, driven by an AI-powered memory cycle, earnings upgrades, and ongoing corporate governance reforms. He raised the Kospi index targets to 10,000 points, reflecting strong confidence in the