Semiconductor News & Analysis Feed
703 articles
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Teradyne And Tokyo Electron Target AI Chiplet Test As Adoption Watchpoint
Simply Wall St
Wed, June 10, 2026 at 3:14 PM PDT 4 min read
TER
-5.86%
8035.T
+3.19%
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Teradyne (NasdaqGS:TER) has introduced a new integrated test solution for AI and data cent
2026-06-11
www.investing.com
2026-06-11
Investing.com
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2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
www.investors.com
2026-06-10
Investor's Business Daily
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2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
www.eenewseurope.com
2026-06-10
eeNews Europe
The European Commission has proposed revised semiconductor legislation intended to strengthen Europe’s chip industry, reduce strategic dependencies and support both advanced and mainstream semiconductor production in the EU.
The new Chips Act 2.0 proposal builds on the original European Chips Act, which the Commission says has helped mobilise more than €52 billion in public and private investment
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
2 min read
MU
−1.41%
KEY POINTS:
Micron is scheduled to report fiscal Q3 2026 results after market close on June 24.
According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-10
eetimes.com
2026-06-10
India maps out a bold $150B chip strategy for 2035—see why this time might be different.
2026-06-10
news.google.com
2026-06-10
EE Times
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
www.investing.com
2026-06-09
Investing.com
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2026-06-09
in.investing.com
2026-06-09
Investing.com India
in.investing.com
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2026-06-09
ca.investing.com
2026-06-09
Investing.com Canada
Trump says Netanyahu did not defy him by attacking Iran - BBC
Stocks open higher with Israel-Iran tensions cooling, chip rebound in focus
Investing.com - Stifel raised its price target on Cadence Design Systems Inc. (NASDAQ:CDNS) to $432 from $395 while maintaining a Buy rating on the stock. The shares currently trade at $403.56, up 26% year-to-date and near their 52-week high of $416.69, though
2026-06-09
uk.investing.com
2026-06-09
Investing.com UK
FTSE 100 today: Stocks down Trump’s Iran deal clock ticks down
European natural gas edges lower after Israel, Iran halt attacks
Sterling today: Pound gains as tech rebound eases risk-off pressure
Investing.com - Stifel raised its price target on Cadence Design Systems Inc. (NASDAQ:CDNS) to $432 from $395 while maintaining a Buy rating on the stock. The shares currently trade at $403.56, up 26%
2026-06-09
www.moomoo.com
2026-06-09
Moomoo
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2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
JPMorgan Expects Ambitious Data Center Targets From Qualcomm (QCOM)
Vardah Gill
Mon, June 8, 2026 at 11:58 PM AST 2 min read
JPM
-0.40%
QCOM
+0.85%
With a net profit margin of 22.31%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Most Profitable Dividend Stocks to Invest In Now.
JPMorgan Expects Ambitious Data Center Targets From Qualcomm (QCOM)
On June 5, JPMorgan raised its pr