Charles Shi

NVIDIA Corp (NASDAQ:NVDA) kicked off the artificial intelligence and semiconductor booms, bringing along several semiconductor capital equipment companies. One analyst pointed to four small semicap companies, Entegris Inc (NASDAQ:ENTG), BE Semiconductor Industries NV (AMS: BESI), Veeco Instruments...

Shares of Applied Materials, Inc. (NASDAQ:AMAT) were highly volatile in early trading on Friday, after the company reported better-than-expected results for its fiscal second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Applied...

Lam Research Corporation (NASDAQ:LRCX) reported better-than-expected results for its fiscal third quarter. Here are some key analyst takeaways from the results, which came amid an exciting earnings season. Mizuho Securities analyst Vijay Rakesh reiterated a Buy rating, while raising the price...

Shares of Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) slipped n early trading on Friday, as the company adjusts its price model in a competitive landscape. Here are some key analyst takeaways from the release. Goldman Sachs analyst Bruce Lu reiterated a Buy rating and price target of NT$975 ($31...

Leading semiconductor company Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is set to report first-quarter financial results before the market opens Thursday, April 18. Here are the key earnings estimates, what analysts are saying and key items for investors to watch. Earnings Estimates:...

A strong earthquake in Taiwan earlier this month forced Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) to suspend chip production. Although the company may be impacted by short-term production delays and wafer losses that could hurt its June-quarter sales, most of these lost sales may be recovered...

Shares of Arm Holdings PLC (NASDAQ: ARM) climbed in early trading on Thursday after rising in the premarket session. Arm Holdings announced its fiscal third-quarter results amid an exciting earnings season. Here are some key analyst takeaways from the release. Mizuho Securities analyst Vijay...

Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) surged nearly 10% on Thursday following an optimistic outlook from the foundry. Needham analyst Charles Shi believes there’s more room for growth, maintaining a Buy rating and raising the...

Shares of Applied Materials, Inc. (NASDAQ: AMAT) were rising in early trading on Friday, after the company reported its fiscal third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Mizuho Securities On Applied...

Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) were advancing in premarket trading on Thursday. What Happened: The Hsinchu, Taiwan-based company reported fourth-quarter earnings that beat expectations despite a revenue miss. More importantly, the company guided to below-...

Cadence Design Systems Inc (NASDAQ: CDNS) is “a rare software play” in the semiconductor industry and is poised to benefit from accelerated growth in the Electronic Design Automation (EDA)/Internet Protocol industry, according to Needham. The Cadence Design Systems Analyst: Charles Shi...