http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 28 Aug 2026 06:24:11 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/General+News/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html <p>Investing.com -- Needham released its 33rd Semicap Tracker on Friday, incorporating July data for semiconductor equipment imports from Korea, Taiwan, and China, along with updated global semiconductor sales figures through June and memory spot prices through August 21.</p><p>Global semiconductor sales showed month-over-month growth acceleration in June, with the 12-month moving average reaching 7.49%, the highest monthly figure since 1984. The firm noted that the current cycle, like the historic 1984 upcycle, is being driven by memory.</p><p>Silicon MSI increased 7% year-over-year and 9% quarter-over-quarter in the second quarter of 2026. All foundries reported quarter-over-quarter wafer shipment growth. Silicon MSI now sits http://www.streetinsider.com/AI/Needham+sees+mature+node+semiconductor+strength+in+latest+tracker/26992721.html Fri, 28 Aug 2026 06:24:11 -0400 ACLS AMAT BESI COHU KLAC KLIC LRCX http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+MATERIALS+INC+++++For%3A+Aug+25++Filed+by%3A+Hill+Brice/26991064.html si-local-file:///var/storage/secattach/20260827/26991064.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+MATERIALS+INC+++++For%3A+Aug+25++Filed+by%3A+Hill+Brice/26991064.html Thu, 27 Aug 2026 17:02:00 -0400 AMAT O.00029143 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+MATERIALS+INC+++++For%3A+Aug+25++Filed+by%3A+Hill+Brice/26991064.html si-local-file:///var/storage/secattach/20260827/26991064.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++APPLIED+MATERIALS+INC+++++For%3A+Aug+25++Filed+by%3A+Hill+Brice/26991064.html Thu, 27 Aug 2026 17:02:00 -0400 AMAT O.00029143 http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++APPLIED+MATERIALS+INC+++++For%3A+Aug+27/26990035.html si-local-file:///var/storage/secattach/20260827/26990035.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++APPLIED+MATERIALS+INC+++++For%3A+Aug+27/26990035.html Thu, 27 Aug 2026 16:13:00 -0400 AMAT O.00029143 http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++APPLIED+MATERIALS+INC+++++For%3A+Aug+27/26990035.html si-local-file:///var/storage/secattach/20260827/26990035.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++APPLIED+MATERIALS+INC+++++For%3A+Aug+27/26990035.html Thu, 27 Aug 2026 16:13:00 -0400 AMAT O.00029143 http://www.streetinsider.com/Board+Changes/Applied+Materials+adds+Qualcomm%27s+CFO+and+COO+to+its+board/26989813.html <p>Applied Materials, Inc. (Nasdaq: AMAT) announced the appointment of Akash Palkhiwala to its board of directors, according to a press release dated Aug. 27, 2026.</p> <p>Palkhiwala currently serves as both Chief Financial Officer and Chief Operating Officer of Qualcomm Incorporated. He has held the CFO role at Qualcomm since 2019 and was appointed COO in 2024. In those roles, he oversees the finance organization, global go-to-market teams, semiconductor operations, and IT.</p> <p>Palkhiwala joined Qualcomm in 2001 and has held various finance leadership positions throughout his tenure. Prior to Qualcomm, he worked as a private equity analyst at KeyBank.</p> <p>In addition to his board http://www.streetinsider.com/Board+Changes/Applied+Materials+adds+Qualcomm%27s+CFO+and+COO+to+its+board/26989813.html Thu, 27 Aug 2026 16:05:21 -0400 AMAT http://www.streetinsider.com/Press+Releases/Applied+Materials+Appoints+Akash+Palkhiwala+to+Board+of+Directors/26989779.html <p>SANTA CLARA, Calif., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the appointment of Akash Palkhiwala to serve on its board of directors. As Chief Financial Officer and Chief Operating Officer of Qualcomm Incorporated, Mr. Palkhiwala brings extensive financial and operational leadership experience in the computing and technology industry. Mr. Palkhiwala has also been appointed to the board’s Audit Committee.</p> <p>“Akash is a terrific addition to our board of directors,” said Tom Iannotti, Chairman of the Board. “His track record of leadership in finance and decades of experience in the semiconductor industry will add to http://www.streetinsider.com/Press+Releases/Applied+Materials+Appoints+Akash+Palkhiwala+to+Board+of+Directors/26989779.html Thu, 27 Aug 2026 16:05:00 -0400 AMAT http://www.streetinsider.com/Globe+Newswire/Applied+Materials+Appoints+Akash+Palkhiwala+to+Board+of+Directors/26989779.html <p>SANTA CLARA, Calif., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the appointment of Akash Palkhiwala to serve on its board of directors. As Chief Financial Officer and Chief Operating Officer of Qualcomm Incorporated, Mr. Palkhiwala brings extensive financial and operational leadership experience in the computing and technology industry. Mr. Palkhiwala has also been appointed to the board’s Audit Committee.</p> <p>“Akash is a terrific addition to our board of directors,” said Tom Iannotti, Chairman of the Board. “His track record of leadership in finance and decades of experience in the semiconductor industry will add to http://www.streetinsider.com/Globe+Newswire/Applied+Materials+Appoints+Akash+Palkhiwala+to+Board+of+Directors/26989779.html Thu, 27 Aug 2026 16:05:00 -0400 AMAT http://www.streetinsider.com/SEC+Filings/Form++144++++++++APPLIED+MATERIALS+INC++++++++++++++++++Filed+by%3A+Hill+Brice/26974823.html si-local-file:///var/storage/secattach/20260825/26974823.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++APPLIED+MATERIALS+INC++++++++++++++++++Filed+by%3A+Hill+Brice/26974823.html Tue, 25 Aug 2026 16:12:00 -0400 AMAT O.00029143 http://www.streetinsider.com/SEC+Filings/Form++144++++++++APPLIED+MATERIALS+INC++++++++++++++++++Filed+by%3A+Hill+Brice/26974823.html si-local-file:///var/storage/secattach/20260825/26974823.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++APPLIED+MATERIALS+INC++++++++++++++++++Filed+by%3A+Hill+Brice/26974823.html Tue, 25 Aug 2026 16:12:00 -0400 AMAT O.00029143 http://www.streetinsider.com/Analyst+PT+Change/Applied+Materials+%28AMAT%29+PT+Lowered+to+%24590+at+Mizuho/26970520.html Mizuho analyst Vijay Rakesh lowered the price target on Applied Materials (NASDAQ: AMAT) to $590.00 (from $650.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Applied+Materials+%28AMAT%29+PT+Lowered+to+%24590+at+Mizuho/26970520.html Tue, 25 Aug 2026 06:36:04 -0400 AMAT http://www.streetinsider.com/General+News/Morgan+Stanley+course-corrects+their+semiconductor+equipment+outlook+on+demand/26960092.html <p>Investing.com -- Morgan Stanley analysts said the semiconductor production equipment industry's April-June results showed few positive catalysts, with Advantest emerging as a clear standout among Japanese equipment makers.</p><p>Disco, Lasertec and JEOL reported key performance indicator guidance aligned with Morgan Stanley forecasts, but their shares fell after earnings as market expectations appeared high ahead of results.</p><p>Advantest raised its full-year guidance and plans to increase its capacity outlook. Morgan Stanley said the results point to upside even beyond its forecasts for the next fiscal year, which the firm said were at the high end of market expectations before earnings with operating profit http://www.streetinsider.com/General+News/Morgan+Stanley+course-corrects+their+semiconductor+equipment+outlook+on+demand/26960092.html Fri, 21 Aug 2026 12:02:14 -0400 AMAT KLAC LRCX