GCT Semiconductor Reports First Commercial 5G Chipset Shipment
GCT Semiconductor shipped its first commercial 5G chipsets on January 6. H.C. Wainwright maintained a Buy rating with a $3 target on January 13.
Topic
Latest reporting and analysis tagged with Semiconductor.
GCT Semiconductor shipped its first commercial 5G chipsets on January 6. H.C. Wainwright maintained a Buy rating with a $3 target on January 13.
Mobix Labs appointed Amir Asvadi as General Manager for its EMI product line and defense operations on January 5. The company plans to move into a larger military-approved facility to increase production capacity.
SmartKem entered a 12-month proof-of-concept agreement with a global consumer electronics company to develop curved wearable devices using its OTFT technology. The company also recently developed the world's first all-organic-transistor biometric sensor.
Benchmark reiterated a Speculative Buy rating on Peraso Inc. with a $3 price target, citing stronger adoption trends and a record number of pre-production products.
Cantor Fitzgerald raised KLA Corporation's price target to $1,750 on January 8, maintaining an Overweight rating. The firm cited high conviction and anticipated growth in wafer fabrication equipment through 2028.
TSMC's December revenue rose 20.4% year-over-year, exceeding analyst forecasts. The company's 2025 revenue grew 31.6%, outpacing the semiconductor market. TSMC is expanding capacity to meet demand, including for Nvidia's H200 chips, with quarterly results due Jan. 15.
TSMC's Q4 profits rose 35% year-over-year, beating expectations. The company plans up to $56 billion in new factories outside Taiwan and the US, citing strong AI chip demand.
TSMC reported a 20% year-over-year revenue jump in Q4, beating expectations. The surge is driven by booming AI chip demand from customers like Nvidia and Apple, fueling semiconductor stock gains.
JPMorgan analyst Gokul Hariharan increased TSMC's price target to NT$2,100 on January 7, maintaining an Overweight rating and forecasting robust revenue growth through 2026-2027 driven by AI demand.