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Recent
Markets
Charles Shi
Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline
Kulicke And Soffa Industries Likely To Win Order From Leading Semiconductor Company, Says Bullish Analyst
Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets
Kulicke And Soffa Industries Likely To Win Order From Leading Semiconductor Company, Says Bullish Analyst
Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets
Arm Holdings Slumps Despite Q1 Beat: What's Driving Chipmaker's Stock Lower
Silvaco Group Inks Deals With Micron, Key Japanese Customer: Earnings Were '2x Our Forecast,' Analysts Say
Arm Holdings Slumps Despite Q1 Beat: What's Driving Chipmaker's Stock Lower
Silvaco Group Inks Deals With Micron, Key Japanese Customer: Earnings Were '2x Our Forecast,' Analysts Say
Four Small Cap Semiconductor Ideas To Look At During AI Boom
Applied Materials Sees Strong China Sales, Advanced Technology Driving Analyst Optimism
Read More...
Charles Shi Recent News
Lam Research Expects 2024 To Be A 'Transition Year,' 4 Analysts Provide Key Q3 Takeaways
Lam Research reported better-than-expected results for its fiscal third quarter.
Taiwan Semiconductor Touts Double Digit Revenue 'But Volume Recovery Remains Muted': Analysts
"Despite a weaker industry outlook, TSMC maintained its overall 2024 revenue guidance and is looking for sequential revenue growth throughout 2024," the analyst wrote.
Taiwan Semiconductor Q1 Earnings Preview: Earthquake Impact, New Plants, 'Pick-And-Shovel' Play For AI Puts Stock In Spotlight
An earthquake that happened in Taiwan in April and new plants announced by the semiconductor company could be key items in the Q1 report from Taiwan Semiconductor.
Taiwan Semiconductor Is One Of The 'Best Pick-And-Shovel Stories' Despite Earthquake Setback: Analyst
A strong earthquake in Taiwan earlier this month forced Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) to suspend chip production.
Arm Holdings Benefits From 'Accelerated AI, Royalty Revenue': 6 Analysts Examine Q3 Print
Shares of Arm Holdings PLC (NASDAQ: ARM) climbed in early trading on Thursday after rising in the premarket session.
TSMC Stock Set For 18% Upside? Analyst Says Chipmaking Giant 'More Likely To Beat And Raise In An Upcycle'
According to Needham's analysis, TSMC is expected to absorb excess capacity, rebalancing supply and demand by the end of 2024.
Applied Materials' DRAM Revenues May Hit Record High: Analysts' Takeaways On FQ3 Print, Outlook
Shares of Applied Materials, Inc. (NASDAQ: AMAT) were rising in early trading on Friday, after the company reported its fiscal third-quarter results.
Why TSMC Shares Are Rallying Despite Lackluster Q1 Guidance
Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) were advancing in premarket trading on Thursday.
Why Needham Says This Semiconductor Stock Will Catch Up With Synopsys
Cadence Design Systems Inc (NASDAQ: CDNS) is “a rare software play” in the semiconductor industry and is poised to benefit from accelerated growth in the Electronic Design Automation (EDA)/Internet Protocol industry, according to Needham.