http://new.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://new.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++144++++++++COHU+INC+++++++++++++++++++++++++++++++Filed+by%3A+BOHRSON+CHRISTOPHER/26991645.html si-local-file:///var/storage/secattach/20260827/26991645.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++COHU+INC+++++++++++++++++++++++++++++++Filed+by%3A+BOHRSON+CHRISTOPHER/26991645.html Thu, 27 Aug 2026 19:02:00 -0400 COHU O.00005453 http://www.streetinsider.com/SEC+Filings/Form++144++++++++COHU+INC+++++++++++++++++++++++++++++++Filed+by%3A+BOHRSON+CHRISTOPHER/26991645.html si-local-file:///var/storage/secattach/20260827/26991645.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++COHU+INC+++++++++++++++++++++++++++++++Filed+by%3A+BOHRSON+CHRISTOPHER/26991645.html Thu, 27 Aug 2026 19:02:00 -0400 COHU O.00005453 http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/General+News/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html <p>Investing.com -- Jefferies wrapped up its annual Semiconductor Conference on Thursday, with nearly 100 companies from the semiconductor and hardware sector attending. The firm said management teams across compute, analog, semi-cap, optical, and memory segments delivered positive messaging about business fundamentals.</p><p>Optical component makers provided strong updates at the conference. Coherent Corp. (NYSE:COHR) said demand for its products was extraordinary and expects demand to exceed supply for at least 12 to 18 months. The company indicated it may need to expand capacity beyond its existing plans to increase production four times.</p><p>Shipments of 1.6T transceivers are now expected to reach 100 million http://www.streetinsider.com/AI/Jefferies+sees+supply+constraints+driving+semiconductor+sector/26983740.html Thu, 27 Aug 2026 05:35:33 -0400 AEHR AMD COHR COHU INTC NVDA