Semiconductor News & Analysis Feed
20 articles
2026-08-25
www.servethehome.com
2026-08-25
2026-08-18
www.inkworldmagazine.com
2026-08-18
2026-08-18
www.eu-startups.com
2026-08-18
2026-08-14
finance.yahoo.com
2026-08-14
2026-08-14
www.bloomberg.com
2026-08-14
Applied Materials' recent earnings forecast received a tepid market reaction despite previous stock rallies, reflecting cautious sentiment toward the semiconductor industry. As a leading global semiconductor equipment supplier, Applied Materials' underwhelming outlook may signal broader challenges a
2026-08-11
sg.finance.yahoo.com
2026-08-11
2026-07-30
finance.yahoo.com
2026-07-30
2026-07-24
2026-07-23
www.factmr.com
2026-07-23
2026-07-22
finance.yahoo.com
2026-07-22
2026-07-19
2026-07-16
www.electrive.com
2026-07-16
2026-07-16
2026-07-11
tomshardware.com
2026-07-11
Bambu Lab and Insta360 have launched a collaborative design contest titled 'Let’s Make It Luna Ultra Design Challenge', inviting users to create custom 3D-printed hardware for Insta360’s new dual-lens 8K gimbal camera, the Luna Ultra. This marks the first time a camera brand has officially establish
2026-07-08
finance.yahoo.com
2026-07-08
In July 2026, semiconductor analyst Ross Gerber publicly criticized Michael Burry's short position on Micron Technology (MU), calling it a 'joke.' Gerber argued that with the surge in artificial intelligence (AI) demand, Micron is in an unprecedented position to profit, dismissing Burry's bearish ou
2026-07-02
www.linkedin.com
2026-07-02
In the rapidly evolving landscape of artificial intelligence (AI), the performance of AI chips has become a central focus. However, what truly drives their power is not merely the chip's process node, but rather the advanced packaging technologies that underpin them. As Audrey Charles, SVP of Advanc
2026-06-30
news.google.com
2026-06-30
2026-06-29
www.autonews.com
2026-06-29
The semiconductor supply landscape is undergoing profound transformation amid rapid AI technology development. Kearney partner Kushal Fernandes analyzes how different industries are positioned during the DRAM memory chip shortage crisis. The analysis reveals that some sectors perform exceptionally w
2026-06-29
startupfortune.com
2026-06-29
Micron Technology's recent quarterly results not only beat market expectations but also highlight a critical shift in the AI infrastructure landscape: high-bandwidth memory (HBM) is evolving from a supporting component to a core bottleneck in AI systems. While investors have long focused on GPUs, es
2026-06-26
www.fxleaders.com
2026-06-26
Micron Technology (MU) is experiencing a historic stock rally driven by strong demand for its high-bandwidth memory (HBM) chips in AI infrastructure. Market anticipation for its Q3 2026 earnings report, projected to show an EPS of around $19.72—a year-over-year growth of over 900%—has fueled investo