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Lattice Semiconductor (NASDAQ:LSCC) Upgraded to "Strong-Buy" at Zacks Research

Zacks Research has upgraded Lattice Semiconductor (NASDAQ:LSCC) to a "strong-buy" rating from "hold." The semiconductor company recently reported strong quarterly earnings, beating analyst expectations with an EPS of $0.53 and revenue of $201.08 million, a 62.2% year-over-year increase. Analysts have a consensus "Buy" rating …

Investors Can Meet Tower Semiconductor Reps at Two Conferences

NXP Semiconductors N.V. $NXPI Shares Sold by Handelsbanken Fonder AB

Handelsbanken Fonder AB significantly reduced its stake in NXP Semiconductors N.V. by 33.0% in the second quarter, selling 74,219 shares. Despite this, other institutional investors have recently acquired new positions in the company. NXP Semiconductors reported strong quarterly earnings, beating analyst expectations, and has …

Nexchip Schedules Board Meeting to Approve 2026 Interim Results and Consider Dividend

Hua Hong Grace Semiconductor Sets Board Meeting to Approve Interim Results

Taiwan Semiconductor's July Revenue Rose 45% and the Stock Sits 13% Below Its High

Key Points TSMC's July revenue came in at a record NT$467.58 billion, up 44.7% from a year earlier. Management expects full-year 2026 revenue to grow slightly above 40% in U.S. dollar terms. The stock closed Monday at $418.47, about 13% below its 52-week high …

NXP Semiconductors NV (NXPI) News, Articles, Events & Latest Updates

This article provides an overview of recent news and updates concerning NXP Semiconductors NV (NXPI), including reports on its Q2 earnings exceeding estimates, discussions about a potential acquisition of Ambarella, and analysis of its stock performance. Despite strong Q2 results and optimistic growth drivers …

UBS Remains a Hold on Hua Hong Semiconductor Ltd. (1347)

GCT Semiconductor Holding Inc (GCTS) Stock News Today

UBS Keeps Their Buy Rating on Semiconductor Manufacturing International (0981)

Lattice Semiconductor (LSCC) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 2:00 p.m. ET CALL PARTICIPANTS Vice President of Investor Relations - Rick Muscha Chief Executive Officer - Fouad Tamer Executive Vice President and Chief Financial Officer - Lorenzo A. Flores Chief Executive Officer …

NXP at Technology Leadership Forum 2026: recovery, AI and margins

NXP Semiconductors presented an optimistic outlook at the Technology Leadership Forum 2026, highlighting an improving chip cycle and long-term growth plans. The company anticipates reaching $16 billion in revenue and approximately 60% gross margins by 2027, driven by strong performance in automotive, industrial physical …

ON Semiconductor (ON) Sees AI Data Center Growth Surge, Is The Upside Already Priced In?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ON Semiconductor (ON) just delivered second quarter 2026 results and fresh third quarter guidance, highlighting rapid growth in its AI data center segment …

Magnachip Semiconductor (MX) Stock Rebounds As Margin Beat Eases Loss Concerns

Should Tower Semiconductor’s Record Q3 Outlook and 2028 Targets Prompt Action From TSEM Investors?

Tower Semiconductor (TSEM) reported strong Q2 2026 results with sales of US$460.08 million and net income of US$90.77 million. The company issued upgraded guidance, including a record Q3 2026 revenue forecast of US$520 million and higher 2028 targets of US$3.60 billion in revenue and …

Transcript : Lattice Semiconductor Corporation Presents at The KeyBanc Technology Leadership Forum 2026, Aug-11-2026 01

This article is a transcript from the KeyBanc Technology Leadership Forum 2026, where John Vinh from KeyBanc Capital Markets introduced Lattice Semiconductor Corporation. The full content of the presentation is restricted to subscribers. The article also lists recent news and financial data related to …

Taiwan Semiconductor Manufacturing (NYSE:TSM) Given New $554.00 Price Target at Sanford C. Bernstein

Sanford C. Bernstein has increased its price target for Taiwan Semiconductor Manufacturing (NYSE:TSM) to $554.00 from $430.00, maintaining an "outperform" rating. This upgrade, alongside other positive analyst reports, indicates strong confidence in TSM's future performance, driven by robust demand for AI chips and strategic …

NXP Semiconductors N.V. stock outperforms competitors on strong trading day

NXP Semiconductors N.V. (NXPI) saw its stock advance by 1.26% to $236.38 on Tuesday, outperforming the broader market as the S&P 500 Index and Dow Jones Industrial Average both declined. The company's stock closed 30.47% below its 52-week high of $339.95.

Tower Semiconductor (TSEM) Q2 2026 Earnings Call Transcript

27-year-old chip stock sees price target slashed despite sales, profit surge

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that …

Compal Opens Daxi AI Server Manufacturing Center, Strengthening Its Global AI Manufacturing Footprint

TAOYUAN, Aug. 11, 2026 /PRNewswire/ -- Compal Electronics (Compal; TWSE: 2324) today held the opening ceremony for its Daxi AI Server Manufacturing Center, officially launching next-generation AI server manufacturing capacity. The facility marks a significant milestone in Compal's global AI manufacturing strategy and reinforces …

TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that …

ON Semiconductor (ON) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Vice President of Investor Relations and Corporate Development - Parag AgarwalPresident and Chief Executive Officer - Hassane El-KhouryChief Financial Officer - Thad Trent TAKEAWAYS Revenue -- ON Semiconductor(NASDAQ:ON) …

GCT Semiconductor Holding, Inc. Provides Business Update and Reports Second Quarter 2026 Financial Results

GCT Semiconductor Holding, Inc. (NYSE: GCTS) announced its Q2 2026 financial results, reporting a 71% sequential increase in 5G chipset shipments. The company emphasized progress in terrestrial broadband, satellite connectivity, and IoT markets, despite a net loss of $20.4 million influenced by non-cash warrant …

Press Release: GCT Semiconductor Holding, Inc. Provides Business Update and Reports Second Quarter 2026 Financial Results

GCT Semiconductor Holding, Inc. announced a business update and its financial results for the second quarter of 2026. The report includes key financial metrics, operational highlights, and forward-looking statements regarding the company's future performance and market position.

Taiwan Semi, Sony to invest nearly $4.7B to form joint venture for image sensors

[TSMC North America headquarters in San Jose, California, USA] JHVEPhoto Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]) and Sony (SONY [https://seekingalpha.com/symbol/SONY]) will invest about $4.69B to form a ‌joint venture, or JV, to develop and make next-generation image sensors in Koshi City, Kumamoto Prefecture, Japan. The …

TSEM Looks 310.0% Overvalued on GF Value™

Tower Semiconductor Ltd (NASDAQ: TSEM) announced a new photonic Process Design Kit collaboration, but GuruFocus's GF Value™ indicates the stock is 310.0% overvalued at $252.45 against an intrinsic value of $61.58. Despite strong profitability and financial strength, TSEM's low growth rank and significant insider …

OpenLight, Tower Semi launch photonic PDK on Cadence tools

* OpenLight and Tower Semiconductor (TSEM [https://seekingalpha.com/symbol/TSEM]) have released a photonic Process Design Kit for Tower's PH18DA platform integrated into Cadence EDA tools. * Developed through close technical collaboration between the companies, the PDK now enables customers to design advanced photonic integrated circuits within …

What Is Taiwan Semiconductor Manufacturing (TSM) Planning With Its $6.4 Billion Japan Sensor Bet?

Taiwan Semiconductor Manufacturing (TSM) and Sony are investing US$6.4 billion in a new image sensor factory in Japan, targeting advanced sensors for automotive and robotics markets. This collaboration expands TSMC's role in image sensors and strengthens its global partnerships, with potential government funding supporting …

OpenLight and Tower Semiconductor Expand PH18DA Photonics Ecosystem to Accelerate Photonic IC Development

Tower Semiconductor OpenLight's PDK is now available on Cadence's EDA tools, enabling PIC development on Tower's PH18DA InP-on-silicon photonics platform SANTA BARBARA, Calif., and MIGDAL HAEMEK, Israel, - August 11, 2026 - OpenLight, a leader in heterogeneous III-V-on-silicon photonic integration and custom Photonic Application-Specific …

Tower Semiconductor (TSEM) links OpenLight PDK with Cadence tools for PH18DA photonics

Tower Semiconductor, OpenLight, and Cadence have collaborated to integrate OpenLight's photonic Process Design Kit (PDK) with Cadence electronic design automation (EDA) tools, specifically for Tower's PH18DA indium phosphide-on-silicon photonics platform. This integration allows customers to design advanced photonic integrated circuits (PICs) within a familiar …

Lattice Semiconductor’s Q2 Earnings Call: Our Top 5 Analyst Questions

Lattice Semiconductor exceeded Q2 expectations with significant revenue and profitability growth, driven by strong demand in AI data center applications and industrial markets, though the market reacted negatively. Despite beating analyst estimates for Q2 and providing strong Q3 guidance, the article highlights five key …

GCT Semiconductor Holding Inc (GCTS) (Q2 2026) Earnings Call Highlights: 5G Chipset Shipments ...

Elmos Semiconductor SE (ELTTF) (Q2 2026) Earnings Call Highlights: Strong H1 Growth and Raised ...

This article first appeared on GuruFocus. Revenue (H1 2026): EUR314.5 million, up more than 15% year-over-year. Revenue (Q2 2026): EUR162 million, up 11% year-over-year and more than 6% sequentially. Gross Margin (H1 2026): 45.2%, an improvement of 3 percentage points year-over-year. Operating EBIT (H1 …

GCT Semiconductor Holding, Inc. Q2 2026 Earnings Call Summary

GCT Semiconductor Holding, Inc. Q2 2026 Earnings Call Summary - Moby Strategic Commercialization and Market Positioning Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. …

GCT Semiconductor Q2 Revenue Falls to $1.0 Million as Net Loss Widens

GCT Semiconductor reported a significant drop in its second-quarter revenue to $1.0 million, down from $6.9 million in the same period last year. The company's net loss widened to $16.7 million, or $1.06 per share, compared to a net loss of $9.1 million a …