Semiconductor News & Analysis Feed
20 articles
2026-11-09
2026-10-23
www.tomshardware.com
2026-10-23
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videocardz.com
2026-10-02
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www.digitalfoundry.net
2026-10-02
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sciencebusiness.net
2026-10-01
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news.google.com
2026-10-01
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finance.yahoo.com
2026-10-01
2026-10-01
finance.yahoo.com
2026-10-01
Micron's record-breaking Q4 results—$54.2B in revenue, 87% adjusted gross margins, and a Q1 FY27 guide of $61.5B—paradoxically triggered an after-hours selloff, underscoring a critical tension in the current memory supercycle. The market's reaction was not to the earnings beat but to the capex signa
2026-10-01
www.benzinga.com
2026-10-01
2026-09-29
tomshardware.com
2026-09-29
2026-09-29
www.kucoin.com
2026-09-29
2026-09-29
www.allaboutcircuits.com
2026-09-29
2026-09-29
www.fool.com
2026-09-29
Micron's 2.5% intraday decline on Monday is a case study in how narrative risk can temporarily override fundamental strength in the memory chip sector. The trigger—OpenAI's decision to pause training on certain AI models amid "rogue agent" concerns—touched a nerve in a market that has priced in rele
2026-09-29
currently.att.yahoo.com
2026-09-29
2026-09-28
2026-09-28
finance.yahoo.com
2026-09-28
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2026-09-28
au.finance.yahoo.com
2026-09-28