Semiconductors & Semiconductor Equipment

Intel unveils Core Ultra Series 3 2‑nm processors at CES 2026, boosting AI mobile performance, battery life, and graphics for laptops and gaming PCs.

Applied Materials rides the fast‑growing CVD wave, positioning for sustained earnings growth as demand for advanced deposition tech surges across semiconductors.

AEHR Test Systems’ Q2 2026 earnings preview: semiconductor testing systems, mid‑52‑week price, modest book‑value premium, Nasdaq‑listed insight.

Discover how NVIDIA’s Vera Rubin superchip and Alpamayo AI models set a new benchmark for AI efficiency, autonomous driving safety, and robotics at CES 2026.

Credo Technology Group Holding Ltd: A Nasdaq‑listed tech firm with premium valuation and global connectivity solutions, trading near a 52‑week low yet poised for future growth.

Microchip raises Q3 2026 revenue outlook to $1.19 billion, fueled by strong backlog, inventory correction and a nine‑point recovery plan—boosting investor confidence.

ON Semiconductor’s high 70‑P/E reflects optimism for rapid growth in EV power‑management and IoT, but the company must boost revenues, efficiency and next‑gen tech to justify the premium.

Texas Instruments launches high‑performance TDA5 SoC and single‑chip AWR2188 radar, streamlining edge AI and safety‑critical automotive systems for faster, cost‑effective autonomous driving.

Needham lifts Amkor Technology’s target to $50, citing AI‑driven demand for advanced chip packaging and a 16% upside over the current price.

Melexis NV’s latest €376k share‑buyback shows management’s confidence in its undervalued stock and capital‑structure strategy, but raises questions about growth vs. returns.