Semiconductor News & Analysis Feed
18 articles
2026-08-27
www.barrons.com
2026-08-27
2026-07-15
www.gurufocus.com
2026-07-15
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-13
news.google.com
2026-07-13
2026-06-25
news.futunn.com
2026-06-25
2026-06-24
www.benzinga.com
2026-06-24
Micron's latest earnings report has sparked market speculation about whether the company can replicate NVIDIA's 2023 success. Futurum Research CEO's comparison of current memory chip market conditions to GPU markets three years ago reveals profound insights into semiconductor industry cyclical patte
2026-06-23
www.mk.co.kr
2026-06-23
Samsung Electronics Vice Chairman Lee Jae-yong visited the company's Cheonan Campus in South Chungcheong Province on February 23, 2024, marking his first visit to the site in approximately three years since February 2023. The inspection focused on the High Bandwidth Memory (HBM) production site, und
2026-06-17
247wallst.com
2026-06-17
Sequoia Capital partner Sean MacGuire compared newly public SpaceX to NVIDIA in 2023, suggesting the company is at a similar inflection point. Since its IPO on June 9, 2026, SpaceX has surged in value, reaching over $2.85 trillion, surpassing Amazon and narrowly behind Microsoft. Its Starlink busine
2026-06-17
news.google.com
2026-06-17
2026-06-10
247wallst.com
2026-06-10
In a recent interview, Alex Sacerdote, founder of Whale Rock Capital, revealed his unique investment framework based on the S-curve model for evaluating earnings potential. He noted that when buying NVIDIA in 2023, he paid a 4x earnings multiple, based on projected future growth in AI infrastructure
2026-06-10
finance.yahoo.com
2026-06-10
Prominent investor Alex Sacerdote revealed that Whale Rock Capital paid a 4x earnings multiple for NVIDIA in 2023, based on projected future earnings rather than current P/E ratios. His investment framework centers on the S-curve theory, which posits that markets systematically undervalue companies
2026-06-03
www.ad-hoc-news.de
2026-06-03
2026-05-27
www.gurufocus.com
2026-05-27
TSMC plans to increase 3nm chip pricing by 15% in H2 2023, reflecting the semiconductor industry's challenging environment and market dynamics. This price adjustment comes amid persistent global chip demand and constrained capacity, forcing TSMC to address rising production costs. The move is driven