Jefferies analysts are big backers of the stock, with a "buy" rating and a $500 price target. "Sticking with AI into 2026 as ...
Marvell Technology, Inc. (NASDAQ:MRVL) is among Goldman Sachs’ top semiconductor stock picks. On January 14, RBC Capital ...
As Intel's (INTC) weaker-than-expected outlook and supply constraints continued to pull down the shares of the company on ...
Chinese semiconductor companies are lining up for listings one after another. Amid U.S. high-intensity sanctions, they are waging an all-out war to secure funding for survival and technological ...
On September 4, President Donald Trump said his administration will put tariffs on semiconductor imports from companies that will not move their production to the United States. Trump spoke about this ...
A slowdown in EV investment and industrial end markets is creating challenges for the company. No one doubts that long-term spending on EVs, industrial automation, and data centers will improve ...
The semiconductor industry, a cornerstone of modern digital technology, is heavily reliant on semiconductor equipment manufacturing. From an economic standpoint, the semiconductor sector is a ...
Nvidia has become the world's largest company thanks to soaring demand for its data center chips. Nvidia CEO Jensen Huang predicts data center spending will soar to $4 trillion annually by 2030, ...
The semiconductor market flourished in 2025 with robust demand for microchips, thanks to the bullish sentiment surrounding artificial intelligence (AI). AI, especially generative AI, has been driving ...
As we near 2026, a look back at 2025 reveals that the global semiconductor market was propelled by unprecedented demand. The primary engine for this growth has undoubtedly been the artificial ...
T he semiconductor industry has been experiencing a pivotal transformation, driven by continued rising demand for AI enabled chips, sweeping investment that has occurred under the CHIPS Act, and ...
Semiconductor ETFs can help investors express a top-down macro view for the industry based on geopolitical developments.
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