semiconductors

Monthly data released by the Semiconductor Industry Association shows shipment unit trends in the integrated circuit and analog industries were tracking above-trend in August. To play the data, a Goldman Sachs analyst recommended selective exposure in semiconductors, especially due to...

Semiconductor equipment supplier Cohu, Inc. (NASDAQ: COHU) is a lesser known name with an undervalued stock that should be bought by investors for six reasons, according to DA Davidson. The Analyst DA Davidson's Thomas Diffely initiated coverage of Cohu with a Buy rating and $30 price target (...

American semiconductor company Skyworks Solutions Inc. (NASDAQ: SWKS) is a key supplier of radio frequency chips that are used in Apple, Inc. (NASDAQ: AAPL)’s iPhones. The Analyst Longbow Research analyst Shawn Harrison maintained a Buy rating on Skyworks Solutions with a $126 price...

If history repeats itself, Advanced Micro Devices, Inc. (NASDAQ: AMD) investors should brace for a 96-percent crash in the stock, according to Craig Johnson. What Happened AMD is among the hottest performers in 2018, with shares up around 225 percent — but taking a look back at the stock's...

QUALCOMM, Inc. (NASDAQ: QCOM) announced Tuesday it has completed a portion of its accelerated share buyback plan.   What Happened Qualcomm said it will buy back 76.2 million shares in a $5.1-billion tender offer. The tender offer equates to $67.50 per share. The...

Bank of America Merrill Lynch is projecting slackened demand for wafer fab equipment, making the sell-side firm wary of semiconductor equipment makers. The Analyst Analyst Vivek Arya downgraded shares of both Lam Research Corporation (NASDAQ: LRCX) and Applied Materials, Inc. (NASDAQ: AMAT...

Advanced Micro Devices, Inc. (NASDAQ: AMD) announced Monday that it will move its entire 7nm-and-below CPUs and GPU production to Taiwan Semiconductor Co. Ltd. (NYSE: TSM). The Analyst Susquehanna analyst Mehdi Hosseini reiterated a Positive rating on Taiwan Semiconductor with a $48 price...

The Intel Corporation (NASDAQ: INTC) story has shifted from expectations for PC and server growth to beat low expectations to  the company's "slippage" in the competitive landscape, according to Barclays. The Analyst Barclays' Blayne Curtis downgraded Intel from...

Bluefin Research recently returned from a trip to Asia to survey demand in the semiconductor industry. Analyst Paul Peterson expects suppliers to beat Wall Street estimates in the coming earnings season and announce roughly in-line guidance. “We think the uncertainty surrounding the...

The future of technology requires more advanced semiconductor technologies, faster networks and cloud-based data centers, according to Morgan Stanley. At the front of it all is NVIDIA Corporation (NASDAQ: NVDA). The Analyst Morgan Stanley's Joseph Moore upgraded Nvidia's stock ...