Semiconductor News & Analysis Feed
20 articles
2026-09-12
finance.yahoo.com
2026-09-12
2026-09-12
247wallst.com
2026-09-12
This article explores the strategic challenge investors face when holding a heavily weighted NVIDIA position that has generated massive returns over the past five years, with an 875% gain and a beta of 2.2. The dilemma is whether to sell the entire holding to lock in gains and pay capital gains taxe
2026-09-10
finance.yahoo.com
2026-09-10
2026-09-10
2026-09-10
finance.biggo.com
2026-09-10
2026-09-10
www.benzinga.com
2026-09-10
2026-09-09
news.google.com
2026-09-09
2026-09-09
2026-09-08
news.google.com
2026-09-08
2026-09-06
www.chosun.com
2026-09-06
2026-09-04
2026-09-04
news.google.com
2026-09-04
2026-09-02
www.tradingview.com
2026-09-02
The semiconductor industry is facing an unprecedented memory chip shortage driven by the rapid expansion of artificial intelligence (AI). This supply constraint is expected to persist through 2027, as memory manufacturers require at least two years to bring new capacity online. The surge in demand f
2026-09-01
2026-09-01
news.google.com
2026-09-01
2026-09-01
www.benzinga.com
2026-09-01
This article focuses on a significant technological breakthrough in the semiconductor memory sector, specifically the challenge posed by CXMT's HBM3E memory technology to Micron Technology. HBM3E represents next-generation high-bandwidth memory technology that provides enhanced data processing capab
2026-08-31
www.morningstar.com
2026-08-31
2026-08-28
2026-08-28
www.tradingview.com
2026-08-28
2026-08-27
finance.yahoo.com
2026-08-27