Semiconductors & Semiconductor Equipment

Intel’s Bank of America upgrade shows solid liquidity but weak growth; investors doubt its AI focus and foundry strategy, keeping shares volatile.

First Solar’s share rise after Alphabet’s Intersect Power deal shows how Google’s push for renewable data‑center power can boost thin‑film solar sales and investor confidence.

ASML’s renewed share‑buyback and EUV leadership show how the Dutch firm balances shareholder returns, geopolitical risks and local community impact while driving the future of chip manufacturing.

Micron Technology’s latest earnings boost analyst upgrades as AI‑driven memory demand surges; HBM3, 3D XPoint gains and a 12‑year DCF target highlight robust growth prospects.

Analog Devices’ rising analyst targets reflect its strong analog/ RF edge and strategic use of 14‑nm tech; the article explains how yield‑centric manufacturing fuels its market leadership.

Applied Materials’ 12 % target‑price lift signals strong upside for wafer‑fabrication tech, amid AI demand, growing Asian fabs and rising Intel rivalry.

Infineon Technologies AG shares rise 1.8% as U.S. chip gains boost German semiconductor names, driven by AI, 5 nm tech and a 2026 growth upgrade.

First Solar’s share surge fuels optimism, but the real driver is cutting‑edge semiconductor tech—yield‑boosted 3 nm nodes, EUV lithography, and power‑efficient SiC/GaN chips—pushing renewables and AI into the next era.

ASML’s bullish share‑buyback strategy and EUV focus boost investor confidence while the article details sub‑3 nm lithography challenges, yield gains, and tech trends driving future AI, IoT, automotive and quantum advances.

Explore why KLA Corp’s recent analyst upgrades signal hidden upside, how its tech‑edge drives semiconductor growth, and why investors should watch its valuation now.