On April 8, Arm Holdings plc (NASDAQ:ARM) saw Goldman Sachs raise its price target to $125 from $110 while maintaining a Sell ...
The Philadelphia Semiconductor Index surged past 10,000, marking a 48% year-to-date gain and its most overbought levels since 2000. Bank of America warns the rally, led by industrial-focused ...
The Chinese government is eyeing reunification with Taiwan, which may result in plenty of uncertainty in the tech sector.
TSMC faces a mild market pause despite strong AI demand and innovation pipeline, reflecting evolving semiconductor trends and ...
Fri, March 27, 2026 at 1:37 PM UTC Semiconductor stocks have spent the past month getting hit from multiple directions: export control uncertainty, broader market volatility, and a VIX that climbed to ...
The rally is already underway, but the thesis is that fundamentals + capital returns will keep compressing the discount ...
Lattice Semiconductor (LSCC) is pivoting toward Edge AI and Communication & Computing, driving initial signs of recovery but facing margin compression. LSCC’s Q3 2025 results show modest revenue ...
The semiconductor index (SOX) has been on a tear over the last couple of years. The SOX surged by a whopping 66.95% in 2023, followed by a solid 23.79% in 2024. In comparison, the broader S&P 500 ...
Taiwan Semiconductor’s surge sparks valuation debate. Explore growth drivers, risks, and market narratives shaping its ...
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