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ICLR News30 articles
Navitas Semiconductor Surges as AI Data Center Pivot Accelerates
Navitas Semiconductor shares surged 15% to $18.20 after Q1 revenue rose 18% sequentially to $8.6 million, driven by growth in AI data center and grid markets. Needham raised its price target to $21.
Semiconductor ETF SMH Rebounds on AI Demand, but Valuation Concerns Loom
SMH ETF rebounds as AMD's strong forecast boosts AI chip rally, but high valuations and potential demand slowdown remain risks.
Sivers Semiconductors Surges 47% on Nasdaq Dual-Listing Progress and AI Photonics Bet
Sivers Semiconductors shares surged 47% to SEK 55.95, extending 2024 gains past 1,200%, as the company progresses toward a Nasdaq New York dual listing and a SEK 125 million share issue.
Sivers Semiconductors Soars 33% on U.S. Listing Hopes
Sivers Semiconductors AB shares surged 33% in Stockholm on Monday, driven by a planned SEK 125 million share issue and potential U.S. Nasdaq listing.
Navitas Semiconductor Faces Key Earnings Test Amid AI Power Push
Navitas Semiconductor shares jumped 5.76% to $17.45 ahead of Q1 earnings. The company is betting on AI data center power chips but faces revenue and timing risks.
Sivers Semiconductors Faces Tight Timeline for Nasdaq Listing and Share Vote
Sivers Semiconductors faces a May 11 vote on a 125 million crown share issue and a delayed annual report as it pursues a Nasdaq New York dual listing.
ON Semiconductor Faces Crucial Earnings Test Amid Elevated Stock Price
ON Semiconductor reports Q1 earnings Monday. Stock at $103 far exceeds analyst targets. Investors eye auto and industrial chip demand recovery.
Lattice Semiconductor Earnings Preview: High Hopes After Sharp Rally
Lattice Semiconductor reports Q1 earnings Monday with shares near record highs. Analysts project 37% revenue growth, putting pressure on the company to deliver strong results and guidance.
ON Semiconductor Hits 52-Week High on EV Deals Ahead of Q1 Results
ON Semiconductor shares closed at a 52-week high of $103.03 ahead of Q1 earnings, boosted by electric-vehicle partnerships with Geely and NIO.
Silicon Motion Shares Surge 30% on Record Q1 Sales, AI Storage Demand
Silicon Motion posted a record Q1 with revenue doubling to $342.1M, driven by AI storage demand. Shares jumped 30% as the company issued a strong Q2 forecast.
ON Semiconductor Shares Surge on Major EV Chip Deals with Geely and NIO
ON Semiconductor shares jumped 8% after announcing expanded silicon carbide chip deals with Geely and NIO for 900V electric vehicle platforms.
OpenAI Growth Concerns Weigh on Semiconductor Stocks Ahead of Big Tech Earnings
Chip stocks fell Tuesday after a report that OpenAI missed internal targets, raising concerns about AI spending. Nvidia, AMD, and Broadcom declined, while investors await Big Tech earnings.
Silicon Motion Shares Surge Ahead of Q1 Results as Dividend Date Confirmed
Silicon Motion shares jumped 8.1% Friday to $153.46 as investors await Q1 earnings on April 28. The company confirmed its quarterly dividend of $0.50 per ADS, payable May 21.
Sivers Semiconductors Delays Annual Report Amid Nasdaq NY Listing Review
Sivers Semiconductors (SIVS) pushes its 2025 annual report to May 15 due to audit work for a possible Nasdaq NY dual listing; shares closed up 12.7% on Friday.
Google in Talks with Marvell for Custom AI Chips, Boosting Custom Silicon Race
Alphabet's Google is in discussions with Marvell Technology to design two new AI chips, according to a report. The move would deepen Marvell's role in the custom chip market for cloud giants.
Broadcom Tops AI Chip Picks as Custom Silicon Race Heats Up
Broadcom emerged as the favored AI stock pick over Oracle and Marvell in Monday's commentary, highlighted by its 106% quarterly AI revenue surge. Analysts cited its scale and custom chip portfolio as key advantages.
Intel Shares Dip Amid Broader Semiconductor Sector Weakness
Intel shares declined 1% in early Friday trading, reversing some of Thursday's gains as the broader semiconductor sector and Nasdaq faced pressure. The drop comes despite news of an expanded AI partnership with Versa.
Navitas Semiconductor Gains on AI Power Product Launch, New CFO Appointment
Navitas Semiconductor shares advanced following the launch of new silicon carbide products targeting AI infrastructure and the appointment of a new CFO. The company reported a significant quarterly revenue drop and an operating loss.
Navitas Semiconductor Shares Retreat After AI Chip Launch, CFO Appointment
Navitas Semiconductor shares declined 6.5% on Thursday, partially reversing a prior surge, following the launch of new AI power chips and the appointment of a new CFO. The company reported a significant revenue drop for 2025.
Navitas Semiconductor Retreats Following AI Chip Announcement and CFO Appointment
Navitas Semiconductor shares gave back recent gains, falling 7% to $10.06 after a 24.9% surge. The volatility followed announcements of a new AI data-center chip package and the appointment of Tonya Stevens as CFO.
Navitas Semiconductor Holds Gains After Revenue Outlook, CFO Transition
Navitas Semiconductor shares stabilized in premarket trading after a sharp 20% rally, driven by an upbeat first-quarter revenue forecast and the announcement of its CFO's upcoming departure.
Lattice Semiconductor Holds Gains After Strong Forecast and Buyback Expansion
Lattice Semiconductor shares stabilized near $106 premarket after surging 16% on an upbeat revenue outlook and a $250 million share repurchase boost. Analysts raised price targets following the report.
Texas Instruments Gains on Dividend Day Amid Semiconductor Sector Scrutiny
Texas Instruments shares advanced Tuesday, outpacing a dip in the broader semiconductor sector as the company paid its quarterly dividend and investors assessed its recent acquisition of Silicon Labs.
Applied Materials Gains Ahead of Q1 Earnings Amid Semiconductor Sector Strength
Applied Materials shares advanced 1.2% to $326.33 Monday as investors positioned for Thursday's quarterly results. The broader semiconductor sector also traded higher.
Texas Instruments Slashes Capex, Eyes Silicon Labs Deal Amid Insider Sales
Texas Instruments shares fell 1.13% as the company plans to cut 2026 capital spending to $2-3 billion and fund its Silicon Labs acquisition with cash and debt. Key executives sold shares after exercising options.
Lam Research Surges 8% Amid Semiconductor Rally, Eyes on Macro Data and Nvidia
Lam Research shares climbed 8.2% to $231.01 Friday, riding a semiconductor sector rally fueled by AI data-center spending optimism. Investors now await key U.S. economic reports and Nvidia's upcoming earnings.
Tower Semiconductor Surges on Nvidia AI Networking Partnership Ahead of Earnings
Tower Semiconductor shares climbed 7.7% to $139.04 following a collaboration announcement with Nvidia on AI data-center optical modules. Investors now await the company's Feb. 11 earnings report for details on the photonics business ramp.
Hua Hong Semiconductor Faces Key Shareholder Vote and Earnings Review After Weekly Decline
Hua Hong Semiconductor's Shanghai-listed shares fell 16% this week ahead of a crucial shareholder vote on a major acquisition and a board meeting to review quarterly results.
ON Semiconductor Gains Ahead of Q4 Report, Chip Sector Rebounds on AI Optimism
ON Semiconductor shares climbed 3.3% on Friday as the chipmaker prepares to release quarterly results after Monday's close. The broader semiconductor index surged 5.7% amid renewed enthusiasm for AI infrastructure spending.
Coherent Shares Surge on Texas Semiconductor Grant and Upgraded Analyst Targets
Coherent stock rallied nearly 9% Friday following a $14.1 million state grant for its indium phosphide wafer project and price target increases from JPMorgan and Stifel.