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) Tue, 01 Sep 2026 09:47:49 -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/Analyst+PT+Change/KLA+Corporation+%28KLAC%29+PT+Lowered+to+%24200+at+UBS/27010334.html UBS analyst Timothy Arcuri lowered the price target on KLA Corporation (NASDAQ: KLAC) to $200.00 (from $215.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/KLA+Corporation+%28KLAC%29+PT+Lowered+to+%24200+at+UBS/27010334.html Tue, 01 Sep 2026 09:47:49 -0400 KLAC 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/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 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 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 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+13++Filed+by%3A+Lorig+Brian/26930235.html si-local-file:///var/storage/secattach/20260814/26930235.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+13++Filed+by%3A+Lorig+Brian/26930235.html Fri, 14 Aug 2026 16:08:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+13++Filed+by%3A+Lorig+Brian/26930235.html si-local-file:///var/storage/secattach/20260814/26930235.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+13++Filed+by%3A+Lorig+Brian/26930235.html Fri, 14 Aug 2026 16:08:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+12++Filed+by%3A+Higgins+Bren+D./26920728.html si-local-file:///var/storage/secattach/20260813/26920728.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+12++Filed+by%3A+Higgins+Bren+D./26920728.html Thu, 13 Aug 2026 16:05:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+12++Filed+by%3A+Higgins+Bren+D./26920728.html si-local-file:///var/storage/secattach/20260813/26920728.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+12++Filed+by%3A+Higgins+Bren+D./26920728.html Thu, 13 Aug 2026 16:05:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+Lorig+Brian/26918151.html si-local-file:///var/storage/secattach/20260813/26918151.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+Lorig+Brian/26918151.html Thu, 13 Aug 2026 10:23:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+Lorig+Brian/26918151.html si-local-file:///var/storage/secattach/20260813/26918151.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++KLA+CORP+++++++++++++++++++++++++++++++Filed+by%3A+Lorig+Brian/26918151.html Thu, 13 Aug 2026 10:23:00 -0400 KLAC O.00007674 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+11++Filed+by%3A+WALLACE+RICHARD+P/26912738.html si-local-file:///var/storage/secattach/20260812/26912738.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++KLA+CORP++++++++++++++++++For%3A+Aug+11++Filed+by%3A+WALLACE+RICHARD+P/26912738.html Wed, 12 Aug 2026 16:05:00 -0400 KLAC O.00007674