An Intel R&D lab in Chengdu, China. Intel has billions invested in China. The CHIPS Act should help … [+] the company invest in the U.S. But will the science component compel them to use tax...
Tag: Semiconductor
We’re Downgrading This Semiconductor Firm and Cutting Our Price Target
We are downgrading the shares of Nvidia (NVDA) to a Two rating from One, and dialing back our price target on the shares to $200 from $225. These moves reflect the company’s downside pre-announc...
Top 10 Biggest Semiconductor Companies
The modern economy runs on semiconductors. The tiny electronic circuits, named for the electrical properties of the material from which they’re made, are the brains for millions of devices, incl...
Congress Is Giving Billions To The U.S. Semiconductor Industry. Will It Ease Chip Shortages?
Semiconductor chips are made by etching microscopic patterns in silicon wafers. Many “fabs” use 300 … [+] mm diameter wafers and make chips in batches of a few hundred to thousands a...
We’re Lowering Our Price Target on This Semiconductor Powerhouse
Leading up to Advanced Micro Devices (AMD) reporting its June-quarter results Tuesday night, and following Intel’s (INTC) very recent disastrous earnings report, AMD shares soared 16% compared t...
Taiwan Semiconductor Stock Will Benefit From Spending Spree
Taiwan Semiconductor Manufacturing is hedging its geographical bets, with large new fabs planned for the U.S. and Japan. Here: a TSMC chip at a 2020 semiconductor conference in China. Str/AFP/Getty Im...
buy semiconductor stocks as ‘Chips Act’ cleared a key Senate vote
It’s time to turn bullish on the semiconductor stocks now that the “Chips Act” has cleared a key Senate vote, says Mark Smith. He’s the Senior Vice President at Wells Fargo Advisors. Smith’s remarks o...
Semiconductor Equipment Spending Increases For Higher Density Logic And Memory
Wide angle image of a cleanroom for fabrication of semiconductor devices getty SEMI, the leading international semiconductor trade organization held its Semicon conference in San Francisco in July. SE...
Chip stocks rally despite an ominous forecast, as U.S. semiconductor funding bill advances in Senate
Chip stocks rallied to finish higher Wednesday after the Senate moved closer to greenlighting more than $50 billion in funds for U.S.-based chip manufacturing, even as one chip-equipment maker gave an...
TikTok Owner ByteDance Looks to Manufacture Own Task-Specific Chips as Beijing Aspires to More Semiconductor Self-Reliance
ByteDance has joined a growing list of Chinese companies looking to establish their own internal production line of chips for varying uses. ByteDance is reportedly exploring the possibility of designi...
Congress deliberates a $52 billion semiconductor bill — Here are 2 stocks that could benefit
In today’s world, the markets cannot be separated from politics. Case in point – the semiconductor subsidy bill currently before Congress. The bill, which holds the promise of some $52 billion worth o...
Nancy Pelosi’s husband buys millions in Nvidia stock before semiconductor vote
The husband of House Speaker Nancy Pelosi just bought as much $5 million worth of stock in software and computer-chip company Nvidia, publicly available financial disclosures show. According to the di...
Executive who oversaw main semiconductor industry fund under investigation
The former chief executive at the company that manages China’s main semiconductor industry investment fund has been put under investigation by the Central Commission for Discipline Inspection (C...
TSMC’s great quarter is bad news for semiconductor supply chains — Quartz
TSMC, the world’s largest semiconductor manufacturer, reported another quarter of record profits, booming sales, and high margins. On a July 14 earnings call, executives predicted the hot streak will ...
JPMorgan, Taiwan Semiconductor, Ericsson and more
Check out the companies making headlines before the bell: JPMorgan Chase (JPM) – JPMorgan Chase was down 2.9% in premarket trading after falling 12 cents shy of estimates with a quarterly profit of $2...
Taiwan Semiconductor Tops Q2 Targets, Guides Higher| Investor’s Business Daily
Taiwan Semiconductor Manufacturing (TSM), the world’s largest contract chipmaker, on Thursday beat analyst estimates for the second quarter and gave a better-than-expected forecast for the curre...
Semiconductor Stocks: Which Are Least At Risk For Order Cancellations?
Concerns about rising inventories in the semiconductor industry have led to worries about order cancellations. But some semiconductor stocks are more at risk than others from canceled orders. X Truist...
Semiconductor Stocks Reevaluated Before Q2 Earnings Season
With second-quarter earnings season for semiconductor stocks set to begin Thursday with a report from Taiwan Semiconductor Manufacturing (TSM), Wall Street analysts are adjusting their forecasts for c...
TSM Stock: Taiwan Semiconductor Beats June-Quarter Sales Target
Chip foundry Taiwan Semiconductor Manufacturing (TSM) on Friday posted solid monthly sales to close out the second quarter. TSM stock rose after the report. X The company, known as TSMC, reported June...
Nvidia, Intel, Other Semiconductor Companies Slash Earnings Outlook Following Notable Macroeconomic Factors
Nvidia expects to sell significantly fewer semiconductor chips after the crypto winter and inflation reduced global demand. Nvidia Corporation (NASDAQ: NVDA) and several other semiconductor companies,...
Nvidia Sees Crypto Mining Demand Cooling, Semiconductor Companies Slash Earnings Forecasts
The crypto bear market and declining demand for crypto mining chips have caused semiconductor companies to batten down the hatches. Bank of America analysts say that semiconductor downturns happen eve...
Semiconductor stocks are ‘one of the safest places to be’ despite weakening demand
Amidst reports of weakening demand for PCs and Smartphones, a Stifel analyst continues to recommend semiconductor stocks for the long-term investors. Ho explains why he’s sticking to semiconduct...
Opinion: The chip boom likely over, as Micron says it’s in a ‘downturn’
The semiconductor boom of the past two years appears to be ending. Memory-chip maker Micron Technology Inc. MU, -1.32% gave a downbeat forecast for its next fiscal quarter Thursday, predicting a massi...
Semiconductor Stocks Downgraded, Chip Designers Upgraded
A Wall Street firm on Wednesday downgraded several semiconductor stocks as the outlook for chip sales ebbs. But it sees chip design firms Cadence Design Systems (CDNS) and Synopsys (SNPS) holding up a...
Semiconductor stocks unlikely to recover in near term, analyst says
The VanEck Semiconductor ETF down nearly 35% year-to-date, though enticing, does not warrant investing in the chip stocks, says Jared Weisfeld. Semiconductor stocks are not recession-friendly T...
SOX semiconductor index could double over the next couple of years, analyst says
Despite potential for further downside, semiconductor stocks could rebound significantly over the next couple of years, according to Columbia Threadneedle Senior Equity Analyst Dave Egan. Semi stocks ...
Semiconductor Stocks Brace For Guidance Cuts With Q2 Reports
When chip companies report June-quarter earnings starting next month, many Wall Street analysts expect them to offer a lower outlook than previously expected for the rest of the year. Semiconductor st...
Buy this semiconductor stock for a 50% return over the next 12 months
Shares of Wolfspeed Inc (NYSE: WOLF) closed more than 10% up after a Goldman Sachs analyst turned bullish on the Durham-based company, which produces specialty semiconductors that are broadly used in ...
Nvidia leads surge in semiconductor stocks as NVDA shares climb 4%
Big technology companies, along with the broader market, have seen their share prices have decimated in recent weeks. Meanwhile, according to more notable analysts on Wall Street, the pain could conti...
Qualcomm CEO: ‘we’re winning the future of automotive semiconductor business’
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Semiconductor stocks have been hit hard, but many are poised for rapid growth. Here are 15 expected to shine through 2024
In December, we listed analysts’ favorite semiconductor stocks for 2022. That hasn’t turned out well. But after chipmakers’ stocks have been hammered, the group is now trading at “normal-level valuati...