TSMC Gets U.S. Approval to Keep China Factory Running
Taiwan's TSMC receives annual U.S. license to import chip equipment to China facility, ensuring continued operations at Nanjing plant making older-generation semiconductors.
Taiwan's TSMC receives annual U.S. license to import chip equipment to China facility, ensuring continued operations at Nanjing plant making older-generation semiconductors.
Baidu's AI chip subsidiary Kunlunxin files for Hong Kong listing as Chinese chipmakers capitalize on investor interest and Beijing's push for semiconductor independence from U.S. technology.
Barclays upgraded Vertiv stock to Overweight, raised its price target to $200, and sees strong earnings upside in 2026 and 2027 after the recent selloff.
Ondas Holdings secures $10 million in new orders for autonomous drones and robots as defense and security demand grows globally.
Wedbush lowers Tower Semiconductor rating to Neutral, citing valuation, but sees strong fundamentals in SiPh technology and limited upside from current estimates.
Wedbush cuts GlobalFoundries to Neutral, lowering its price target to $40 as weak auto and industrial demand delays recovery catalysts.