Topic: semiconductors

Analysts Piper Sandler raised target prices for Advanced Micro Devices (AMD) to $600 and Nvidia (NVDA) to $300 amid rising AI-driven demand for compute capacity

09/10/2026, 04:36 AM investing rating_growth Analysts: analysts, Piper Sandler ai semiconductors

Piper Sandler has identified Advanced Micro Devices and Nvidia as key beneficiaries of the surging demand for compute capacity driven by advancements in artificial intelligence, projecting significant price increases for both stocks.

TSMC Reports Record August Revenue of $514.8 Billion New Taiwan Dollars Driven by Strong AI Demand

09/09/2026, 10:36 PM growth ai semiconductors

Taiwan Semiconductor Manufacturing Co. (TSMC) achieved record revenue in August, driven by strong demand for AI-related chips, highlighting its continued dominance in the semiconductor market.

HSBC Advises AI Investors to Focus on South Korean and Taiwanese Semiconductors Amid Strong Demand

09/08/2026, 07:36 PM research ai semiconductors

HSBC advises investors to focus on undervalued segments of the tech sector, particularly in South Korean memory chips and Taiwanese semiconductors, due to strong demand and constrained capacity.

Marvell Technology CEO Matt Murphy Attributes 241% Share Surge to Trust Built with Major Tech Companies

09/08/2026, 04:37 PM economy growth ai semiconductors

Marvell Technology's significant stock surge of 241% over the past year is attributed to the company's strong relationships with major tech firms, particularly in the AI sector, which has bolstered investor confidence and growth projections.

AI Infrastructure Stocks Surge Following Major Deals by Qualcomm and Corning

09/08/2026, 03:37 PM economy review ai semiconductors

Corning and Qualcomm's recent infrastructure deals have boosted investor confidence in AI-related stocks, signaling strong data center spending and growth potential in the semiconductor sector.

Analysts expect memory stocks to regain leadership as DRAM ETF approaches summer highs

09/08/2026, 12:37 PM investing forecast Analysts: analysts semiconductors ai

The article discusses the potential for a bullish breakout in technology stocks, particularly in the memory sector, as market dynamics shift and investor sentiment improves. This could signal a return to tech leadership as we approach year-end.

Analysts Jim Cramer recommends buying Intel (INTC) shares as stock rallies on positive developments

09/08/2026, 10:37 AM economy recommendation Analysts: analysts semiconductors

Intel's stock surged 9% following positive developments that bolster its turnaround prospects, including rising CPU prices and advancements in manufacturing technology. This momentum is further supported by reduced concerns over potential government stock sales.

NYSE Insider Jay Woods Highlights Key Semiconductor Stocks as Market Indicators

09/08/2026, 10:37 AM investing review semiconductors finance

Jay Woods, a chief market strategist at Freedom Capital Markets, highlights the importance of key semiconductor stocks and upcoming inflation data as potential market movers amid a rangebound stock market.

Analysts Jefferies highlight Softbank (SFTBY) and chip stocks as beneficiaries of OpenAI’s GPT-6 Astra launch

09/08/2026, 09:37 AM investing review Analysts: analysts, Jefferies ai semiconductors

The launch of OpenAI's GPT-6 Astra has sparked significant investor enthusiasm, particularly benefiting companies in the semiconductor and cloud sectors closely tied to OpenAI, including Softbank, AMD, and Oracle.

Samsung and TSMC Commit to ASML’s Advanced Chipmaking Tools Amid Rising AI Demand

09/08/2026, 01:37 AM announcement semiconductors ai

Samsung and TSMC's commitment to ASML's High NA extreme ultraviolet lithography machines highlights the growing demand for advanced chip technology, particularly for AI applications, which could significantly impact ASML's future growth and market position.