semiconductors

Latest reporting and analysis tagged with semiconductors.

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1 day ago

Analyst Reaffirms Confidence in Broadcom's AI Leadership

Bernstein analyst Stacy Rasgon reiterated an Outperform rating on Broadcom with a $475 price target, dismissing competitive threats and highlighting the company's unmatched innovation in AI ASICs.

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2 days ago

Navitas Semiconductor Stock Surges Amid AI Data Center Demand

Navitas Semiconductor shares have risen nearly 200% in the past year, driven by AI data center demand and a partnership with Nvidia, despite current unprofitability and strategic shifts.

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