Semiconductor News & Analysis Feed

Following NVIDIA's announcement of a $500 billion chip deal, renowned investor Michael Burry has doubled down on shorting the stock, calling the move a 'Wall Street stunt' with 'shades of Enron.' In his Substack post, Burry warns that this agreement, while appearing to break from a concerning fundin

SK Hynix stock surged 9.03% on August 13, 2026, driven by optimism around NVIDIA's AI partnership and rumors of Temasek investment. Despite a $500B+ AI infrastructure deal between NVIDIA and SK Group, including SK Hynix, the stock dropped ~9% on the day due to profit-taking and AI valuation concerns

Micron Technology and Sandisk have experienced significant stock declines, with their shares dropping 25% to 42% from their 2026 highs. However, analysts believe this presents a buying opportunity, as the global memory chip market is facing a severe supply shortage. The surge in demand driven by art

Applied Materials (NASDAQ:AMAT) delivered a strong Q2 2026 performance, with both revenue and earnings beating analyst expectations. The company reported Q2 revenue of $9.12 billion, up 24.8% year-on-year, surpassing estimates of $9.04 billion. Adjusted EPS of $4.02 exceeded estimates by 18.4%. The

Nvidia is set to report its second-quarter earnings on August 26, with strong market sentiment surrounding its performance. As the leading manufacturer of processors powering artificial intelligence workloads, Nvidia remains the world's largest company by market cap. Cathie Wood, CEO of Ark Invest,

Applied Materials delivered record financial results in Q3 2026, with revenue reaching $9.1 billion, up 25% year-over-year, and non-GAAP EPS of $3.50, up 41% YoY. The company's non-GAAP operating margin hit a record 34%, driven by strong demand for AI-related semiconductor manufacturing equipment. M

NVIDIA is pursuing an innovative financing model that repositions AI chips from short-term hardware assets into long-term infrastructure investments. The strategy relies on third-party capital to fund data center development, with NVIDIA offering residual-value guarantees to boost lender confidence.

Taiwan Semiconductor Manufacturing Company's expansion of advanced packaging outsourcing is driving significant order growth among Korean post-processing equipment makers. As global semiconductor demand for advanced packaging technologies continues to rise, TSMC's strategic move to expand packaging

Micron Technology is sharpening its focus on AI memory to gain a competitive edge amid surging demand for high-bandwidth memory (HBM), DRAM, and data-center storage. In Q3 FY2026, Micron reported a 346% YoY revenue surge to $41.46 billion, with non-GAAP earnings per share reaching $25.11, up from $1

Micron Technology is intensifying its focus on artificial intelligence memory as demand surges for high-bandwidth memory (HBM), DRAM, and data-center storage. While this strategy is generating strong financial results, Micron faces intense competition from SK Hynix in HBM and SanDisk in NAND flash m