Topic cluster
9 sources grouped by AFBytes in Tech
AFBytes briefing
Higher price targets on major chipmakers can influence investor sentiment toward technology holdings that appear in retirement accounts and mutual funds. The move signals continued confidence in demand for analog components used across industrial and consumer electronics.
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What to watch next
Argus raised its price target on Analog Devices shares to $460 from $400 and kept a buy rating. The adjustment reflects updated expectations for the company's performance in the semiconductor sector.
Advanced Micro Devices has begun the production ramp of its Venice EPYC processors. The move positions the company to compete for new server socket wins in the coming year.
Cadence Design Systems entered a licensing agreement with Aeva to supply its Tensilica Vision DSP for lidar signal processing. The deal expands use of Cadence IP in automotive sensing applications.
Taiwan Semiconductor Manufacturing Company is reducing its stake in Vanguard International Semiconductor. The transaction frees capital while maintaining operational ties between the two firms.
Broadcom released the BCM68850 system-on-chip for 50G PON home gateways that incorporates an on-chip neural processor. The device targets service-provider deployments requiring higher bandwidth and l…
Evercore published an updated research note on Western Digital that addresses the company's outlook in the NAND and hard-disk markets. The note contributes to ongoing investor assessment of storage d…
Mizuho reiterated its existing rating on Intel shares and highlighted progress on manufacturing and product initiatives. The note supplies additional context for investors monitoring the company's re…
Nvidia announced an expanded partnership with ePlus to help enterprises deploy private AI solutions. The collaboration combines Nvidia hardware and software with ePlus integration services.
Mizuho reiterated its outperform rating on Micron Technology and set an $800 price target, attributing the outlook to sustained AI-related memory demand. The note highlights expected growth in high-b…
