Wall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
In a bold move to cement its position in the high-stakes artificial intelligence hardware race, Micron Technology (NASDAQ: MU) has announced a definitive agreement to acquire the P5 fabrication facility in Tongluo, Taiwan, from Powerchip Semiconductor Manufacturing Corp (TWSE: 6770) for $1.8 billion. This strategic acquisition, finalized in January 2026, is designed to drastically scale [...]
As of January 21, 2026, the global semiconductor industry stands on the precipice of a historic achievement: the $1 trillion annual revenue milestone. Long predicted by analysts to occur at the end of the decade, this monumental valuation has been pulled forward by nearly four years due to a "Silicon Supercycle" fueled by the insatiable [...]
Shares of memory chips maker Micron (NYSE:MU)
jumped 5.9% in the afternoon session after analysts at multiple firms, including Barclays, Stifel, and TD Cowen, raised their price targets on the stock, citing strong demand for its AI-related memory chips.
As of January 21, 2026, the global financial markets are witnessing a historic transformation in the semiconductor industry. What was once a notoriously cyclical and volatile sector has evolved into a high-margin, strategic pillar of the global artificial intelligence (AI) economy. Leading the charge is Micron Technology (NASDAQ: MU), which
The technology sector has been jolted into a state of high alert as a flurry of aggressive trade policy maneuvers and unconventional diplomatic disputes sparked significant market turbulence in the first three weeks of 2026. Investors, who had initially hoped for a period of regulatory stability, are instead grappling with
The global semiconductor industry has reached a historic milestone, officially crossing the $1 trillion annual revenue threshold in 2026—a monumental feat achieved four years earlier than the most optimistic industry projections from just a few years ago. This "Giga-cycle," as analysts have dubbed it, marks the most explosive growth period in the history of silicon, [...]
As of January 21, 2026, the global semiconductor landscape has reached a definitive turning point. The India Semiconductor Mission (ISM), once viewed by skeptics as an ambitious but distant dream, has transitioned into a tangible industrial powerhouse. With a cumulative investment of Rs 1.60 lakh crore ($19.2 billion) fueling the domestic ecosystem, India has officially [...]
In a move that has sent shockwaves through the global technology sector and brought the U.S.-China trade war to a fever pitch, President Trump signed a sweeping Section 232 proclamation on January 14, 2026, imposing an immediate 25% tariff on advanced semiconductors. Citing a critical threat to national security due to the United States' reliance [...]
In the relentless pursuit of artificial intelligence supremacy, the focus has shifted from the raw processing power of GPUs to the critical bottleneck of data movement: High Bandwidth Memory (HBM). As of January 21, 2026, the industry has reached a stunning milestone: the world’s three leading memory manufacturers—SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), [...]
