TSMC-Backed U.S. Fund Targets Chip, Robotics, And Hardware Startups With New $300M Fund Backed By Kleiner Perkins And Other Investors
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| Company | Date | Price Target | Rating | Analyst |
|---|---|---|---|---|
| 2/13/2026 | $450.00 | Buy | DA Davidson | |
| 2/13/2026 | $45.00 | Neutral | DA Davidson | |
| 2/13/2026 | $335.00 | Neutral | DA Davidson | |
| 2/12/2026 | $75.00 | Equal Weight | Barclays | |
| 2/11/2026 | $140.00 | Outperform → Neutral | Daiwa Securities | |
| 2/10/2026 | $132.00 | Underweight | Morgan Stanley | |
| 2/10/2026 | Buy → Hold | The Benchmark Company | ||
| 2/5/2026 | $140.00 | Positive → Neutral | Susquehanna |
10-K - NXP Semiconductors N.V. (0001413447) (Filer)
13F-HR - NVIDIA CORP (0001045810) (Filer)
PALO ALTO, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the launch of BroadPeak™, a highly integrated radio digital front-end (DFE) SoC device, unlocking new possibilities for 5G massive multiple-input multiple-output (MIMO) and remote radio head (RRH) applications and paving the path for next-generation 5G Advanced and 6G wireless infrastructure. The device features state-of-the-art 5nm CMOS DFE and ADC/DAC blocks on a single chip, delivering up to 40% power reduction over existing solutions for massive MIMO and RRHs. With breakthrou
Intel Corporation today announced that David Zinsner, executive vice president and chief financial officer, will participate in a fireside chat on Intel's business and strategy at the Morgan Stanley Technology, Media & Telecom Conference on March 4 at 8:35 a.m. PT. A live webcast and replay can be accessed publicly on Intel's Investor Relations website at intc.com. Intel's participation, speakers and schedule are subject to change. About Intel Intel (NASDAQ:INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every
Geneva, Switzerland, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Post-Quantum Cryptography TPM-Enabled Secure RoT PoC Showcase at Embedded World, in Nuremberg, in March 2026 SEALSQ Corp (NASDAQ:LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced its collaboration with Lattice Semiconductor (NASDAQ:LSCC) to integrate TPM-based advanced post-quantum security capabilities into select Lattice FPGA solutions. This collaboration addresses the rapidly growing need for quantum-resistant technologies in mission-critical applications for edge computing and other high-stakes environme
4 - INTEL CORP (0000050863) (Issuer)
4 - Broadcom Inc. (0001730168) (Issuer)
4 - NXP Semiconductors N.V. (0001413447) (Issuer)
DA Davidson initiated coverage of Taiwan Semiconductor Manufacturing with a rating of Buy and set a new price target of $450.00
DA Davidson initiated coverage of Intel with a rating of Neutral and set a new price target of $45.00
DA Davidson initiated coverage of Broadcom with a rating of Neutral and set a new price target of $335.00
3 - RAMBUS INC (0000917273) (Issuer)
4 - LATTICE SEMICONDUCTOR CORP (0000855658) (Issuer)
4 - QUALCOMM INC/DE (0000804328) (Issuer)
Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced the appointment of Victor Peng to its Board of Directors, effective Thursday, February 12, 2026. Mr. Peng is an accomplished executive with more than 40 years of leadership experience at top semiconductor companies. Most recently, Mr. Peng served as president of Advanced Micro Devices (AMD), leading AMD's embedded and data center GPU businesses, AI software, and the research and advanced development group. Prior to AMD, Mr. Peng served 14 years at Xilinx, holding senior level positions including president and chief executive officer, board member, chief operating officer, execu
FREMONT, Calif., Feb. 3, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ:LRCX) today announced that Dr. Anirudh Devgan has joined its board of directors. Dr. Devgan, who currently serves as president and chief executive officer (CEO) of Cadence Design Systems, Inc., brings to Lam deep semiconductor ecosystem and technology expertise. Since joining Cadence in 2012, Dr. Devgan has held senior leadership roles at the company, a market leader in computational software company, AI and digital twins. He has served as CEO and as a member of the board of directors of Cadence since 2021, and as president of the company since 2017, having previously held the positions of executive vice president and g
Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic technology, today announced the appointment of Thad Trent to the company's Board of Directors, effective immediately. His appointment expands the board membership to nine members. "I am thrilled to welcome Thad to the Lumentum Board," said Penelope Herscher, Chair of Lumentum's Board of Directors. "He brings a wealth of expertise in corporate finance, M&A activity, in-house manufacturing and process efficiency that is mission-critical to our future. I am confident his valuable insights will accelerate the execution of our long-term strategy, helping us drive growth and deliver sustainable shareholder value." "Lum
SC 13G/A - LATTICE SEMICONDUCTOR CORP (0000855658) (Subject)
SC 13G/A - Broadcom Inc. (0001730168) (Subject)
SC 13G/A - RAMBUS INC (0000917273) (Subject)
Guides 37% Year Over Year Revenue Growth for 1Q26 Lattice Semiconductor Corporation (NASDAQ:LSCC), the low power programmable leader, announced financial results today for the fiscal fourth quarter and full year ended January 3, 2026. Revenue for the full year 2025 was $523.3 million, with GAAP gross margin of 68.2% and GAAP net income of $0.02 per diluted share. On a non-GAAP basis, gross margin was 69.3%, with net income per diluted share of $1.05. GAAP net income and GAAP net income margin for the full year 2025 were $3.1 million and 0.6%, respectively, with adjusted EBITDA of $183.0 million and a 35.0% adjusted EBITDA margin for the full year 2025. Revenue for the fourth quarter o
SCOTTSDALE, Ariz., Feb. 09, 2026 (GLOBE NEWSWIRE) -- onsemi (the "Company") (NASDAQ:ON) today announced its fourth quarter and fiscal year 2025 results: Results Highlights: Fourth quarter revenue of $1,530 millionFourth quarter GAAP gross margin and non-GAAP gross margin of 36.0% and 38.2%, respectivelyFourth quarter GAAP operating margin and non-GAAP operating margin of 13.1% and 19.8%, respectivelyFourth quarter GAAP diluted earnings per share and non-GAAP diluted earnings per share of $0.45 and $0.64, respectively2025 cash from operations of $1.8 billion and free cash flow of $1.4 billion, achieving record high free cash flow margin of 24% "We remained disciplined in our execution an
Next-Generation RF Sensors Power the Future of Vulnerable Road User Protection NEW YORK, Feb. 6, 2026 /PRNewswire/ -- Market News Updates News Commentary - The Vulnerable Road User (VRU) RF sensing platform market focuses on technology that helps vehicles and smart roads detect pedestrians, cyclists, and other people most at risk in traffic. These platforms use radio-frequency (RF) sensing, such as radar and mmWave, to "see" movement around vehicles in real time. Unlike cameras alone, RF sensing works well at night, in bad weather, and in crowded urban areas, making it a reliable safety solution as cities and vehicles become more automated. Active Companies to keep a close eye on include: