Semiconductor News & Analysis Feed
15 articles
2026-08-19
news.google.com
2026-08-19
2026-08-05
2026-07-15
www.investing.com
2026-07-15
2026-07-09
seekingalpha.com
2026-07-09
Micron Technology is rated a strong buy due to robust AI memory demand, supply constraints, and exceptional Q3 results. The company's Q3 revenue surged nearly 75% to $41.5 billion, with gross margins expanding to 85% and operating margins reaching 81%, reflecting strong pricing power. Guidance point
2026-07-06
news.google.com
2026-07-06
2026-06-29
moneymorning.com
2026-06-29
Micron Technology delivered a stunning quarterly report in fiscal Q3 2026, posting revenue of $41.46 billion—far exceeding both consensus estimates and prior-year figures. Its non-GAAP EPS of $25.11 beat expectations by 24%, while gross margins reached 84.9%, with guidance for Q4 margins to hit 86%.
2026-06-28
www.theglobeandmail.com
2026-06-28
Micron Technology's recent quarterly results significantly exceeded expectations, with third-quarter revenue reaching $41.5 billion—well above the prior guidance of $33.5 billion. This performance underscores that the memory chip supercycle remains robust and is still in its early stages. The compan
2026-06-28
finance.yahoo.com
2026-06-28
Recent earnings from Micron Technology revealed that its third-quarter revenue reached $41.5 billion, significantly exceeding expectations of $33.5 billion, signaling that the memory chip supercycle remains robust. Despite a year of strong performance in memory stocks, Micron's results suggest the g
2026-06-28
www.fool.com
2026-06-28
Recent earnings from Micron Technology have reaffirmed that the memory chip supercycle is still in progress, potentially lasting longer than investors expect. In Q3 2026, Micron’s revenue surged more than fourfold year-over-year to $41.5 billion, significantly exceeding prior guidance of $33.5 billi
2026-06-26
realinvestmentadvice.com
2026-06-26
Micron Technology delivered a stellar earnings report, with revenue soaring 346% year-over-year to $41.46 billion and adjusted EPS of $25.11, beating estimates by nearly 25%. The company's gross margin surged to 84.9%, more than double the prior year level. Data center revenue reached $25 billion, d
2026-06-20
www.tradingkey.com
2026-06-20
The 2026 AI memory supercycle has driven unprecedented growth across the semiconductor memory sector. In the HBM market, SK Hynix leads with a 58% shipment share and an operating margin of 72%, showcasing strong technological leadership. Samsung and Micron remain key competitors, with Samsung delive
2026-05-22
cryptobriefing.com
2026-05-22
2026-05-11
www.fxleaders.com
2026-05-11
2026-05-08
2026-05-08
seekingalpha.com
2026-05-08