Semiconductor News & Analysis Feed
20 articles
2026-09-30
seekingalpha.com
2026-09-30
2026-09-30
seekingalpha.com
2026-09-30
2026-09-28
news.google.com
2026-09-28
2026-09-28
stocktwits.com
2026-09-28
Micron's upcoming fiscal Q4 earnings represent a defining moment for the memory semiconductor sector, with consensus projecting a record 353% revenue surge to $51.2 billion and a 943% jump in adjusted EPS to $31.59. These figures signal not a mere cyclical upswing but a structural demand shift drive
2026-09-28
finance.yahoo.com
2026-09-28
Micron's upcoming Q4 earnings report represents a watershed moment for the memory semiconductor sector, with consensus expectations of a 353% revenue surge to $51.2 billion and a 943% jump in adjusted EPS. The underlying driver is a structural supply-demand imbalance in DRAM and NAND, amplified by i
2026-09-27
simplywall.st
2026-09-27
Synopsys' recent upward revision to its earnings outlook has reignited debate over whether the bull case for the EDA giant has been structurally strengthened or merely reinforced by cyclical tailwinds. As the world's dominant provider of electronic design automation software and semiconductor IP, Sy
2026-09-26
www.theglobeandmail.com
2026-09-26
2026-09-26
currently.att.yahoo.com
2026-09-26
This Motley Fool analysis (September 2026) frames the Nvidia-Broadcom rivalry not as a zero-sum contest but as a structural bifurcation in AI compute architecture. The central insight is that the market is splitting into two distinct value propositions: Nvidia's general-purpose GPUs, offering unmatc
2026-09-26
2026-09-25
borneobulletin.com.bn
2026-09-25
2026-09-24
ca.finance.yahoo.com
2026-09-24
2026-09-24
www.benzinga.com
2026-09-24
2026-09-23
finance.yahoo.com
2026-09-23
2026-09-23
2026-09-23
2026-09-23
seekingalpha.com
2026-09-23
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-22
www.tradingview.com
2026-09-22
2026-09-22
seekingalpha.com
2026-09-22
2026-09-22
www.tradingview.com
2026-09-22