Semiconductor News & Analysis Feed
703 articles
2026-06-12
www.barchart.com
2026-06-12
Barchart
Jen-Hsun Huan NVIDIA's Founder, President and CEO by jamesonwu1972 via Shutterstock
Analysts keep raising their Nvidia Inc (NVDA) FY 2027 revenue forecasts and their NVDA price targets. This implies that free cash flow (FCF) will be higher than expected. NVDA stock could be worth $330, +61% higher. This is based on conservative FCF margin and FCF yield assumptions.
NVDA closed at $204.87 on Thur
2026-06-12
www.tikr.com
2026-06-12
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $548.71
TIKR Mid-Case Target: ~$533
TIKR High-Case Target: ~$928 | Total Return: ~87% | IRR: ~8%/year
Street Mean Target: ~$513
Earnings Reaction: -0.89% (reported May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials, Inc. (AMAT) gain
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, Rides
Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Target
12.06.2026 - 05:24:27 | boerse-global.de
Infineon shares have doubled in 2024, fueled by AI infrastructure power demand and rotation from software to semiconductors, with analysts bullish but volatility at 75%.
Infineon - Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Tar
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electrical/NYSE:VRT
Vertiv Extends NVIDIA Alliance To Target AI Data Centers And Margins
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to co-develop AI focused data center solutions, including an 800 volt DC power architecture.
The company has also launched a production grade digital
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why 1 Veteran Analyst Firm Hiked Its Qualcomm Stock Price Target for 2026
Financial Data by Mer_Studio via Shutterstock
Nauman Khan
Thu, June 11, 2026 at 11:22 AM PDT 5 min read
QCOM
+6.15%
GOOGL
+0.39%
AMZN
+1.47%
Explore stocks on Coinbase
Trading disclosure
Qualcomm (QCOM) is a big player in wireless chips and mobile technology. For a few months now, the company has been in the spotlight as ch
2026-06-12
stockstotrade.com
2026-06-12
StocksToTrade
Entegris Inc. stocks have been trading up by 11.38 percent on optimism surrounding strengthened semiconductor supply-chain demand.
Key Takeaways For ENTG Traders
Mizuho lifted its Entegris (ENTG) price target to $180 from $175 and kept an Outperform rating, pointing to strength in wafer fab equipment and Entegris’ leverage to the WFE upcycle.
A new cross-licensing pact with JSR and Inpria ends a
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
Micron (MU) Is A Hard Stock To Value, But Analysts Keep Raising The Price Targets On The MU Stock
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
MU
+2.70%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 8, C.J. Muse, an analyst at Cantor Fitzgerald,
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
news.google.com
2026-06-11
EE Times
2026-06-11
news.google.com
2026-06-11
Yahoo Finance
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU | MU Price Prediction). The stock is trading at below $900, which means the call implies the shares would have to roughly double from here. The number is conspicuous enough that we should treat it as a high-end outlier rather than a Street base case. The 3-month analyst consensus target sits at $939, whi
2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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2026-06-11
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2026-06-11
Business Wire
2026-06-11
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2026-06-11
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
QCraft Demonstrates Urban NOA on Qualcomm's Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
Business Wire
Thu, June 11, 2026 at 12:06 AM PDT 2 min read
QCOM
-6.92%
Trade QCOM on Coinbase
Trading disclosure
QCraft is Collaborating with Qualcomm to Build a New Generation of Intelligent Dr
2026-06-11
www.trendforce.com
2026-06-11
TrendForce
[News] SK hynix Advances DRAM and NAND Roadmap, Targets 3x Wafer Output by 2034, 375-Layer NAND at Year-End
2026-06-11 Semiconductors editor
News
Please note that this article cites information from Nikkei, The Elec, Newsis, Hankyung, and Global Economic.
While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an eve
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.