Semiconductor News & Analysis Feed
20 articles
2026-07-23
2026-07-23
2026-07-23
www.msn.com
2026-07-23
Texas Instruments (TI) reported stronger-than-expected quarterly revenue, signaling a recovery in industrial chip demand and increasing momentum in its AI data center chip segment. While TI does not manufacture high-performance AI processors like NVIDIA, it plays a critical role in the AI ecosystem
2026-07-23
www.msn.com
2026-07-23
Texas Instruments (TI) saw its stock decline 1.1% in extended trading despite reporting second-quarter results that beat Wall Street estimates. The company reported adjusted earnings of $2.14 per share on revenue of $5.46 billion, up 23% year-over-year. Analog revenue rose 26% to $4.37 billion, whil
2026-07-23
www.msn.com
2026-07-23
The recent surge in Micron's stock due to memory chip shortages has sparked widespread discussion about potential market parallels. Investor Matthew Smith, in episode 483 of 'Invest Like the Best,' warned that the natural gas market currently mirrors the memory chip market around a year before its s
2026-07-23
2026-07-22
www.msn.com
2026-07-22
Needham reiterated its Buy ratings on Cadence Design Systems (CDNS) and Synopsys (SNPS), emphasizing its bullish outlook on the resurgence of Electronic Design Automation (EDA) driven by agentic AI. Despite recent stock declines, analysts argue that concerns over AI disruption are overblown. The eme
2026-07-22
2026-07-22
www.msn.com
2026-07-22
Texas Instruments (TI) is set to report its second-quarter earnings on July 22, 2026, with Wall Street expecting non-GAAP EPS of $1.95 and revenue of $5.24 billion. Over the past two years, TI has beaten EPS estimates seven times and revenue estimates five times, reflecting consistent financial perf
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2026-07-14
2026-07-14
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2026-07-14
2026-07-14
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2026-07-14