Semiconductor News & Analysis Feed
43 articles
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
Micron Q3 Earnings Call Highlights Supply Crunch and SCAs
5 min read
MU
−0.31%
Micron Technology, Inc. MU used its third-quarter fiscal 2026 earnings call to make a broader point than a quarterly beat. Management framed memory as a strategic bottleneck in the AI buildout and argued that long-term customer agreements are resh
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
www.theglobeandmail.com
2026-06-04
The Globe and Mail
Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.”
On the earnings call, Tan said total revenue for the quarter reached $22.2 billion, up 48% from a year earlier and above the company’s g
2026-05-28
www.insidermonkey.com
2026-05-28
Insider Monkey
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
au.investing.com
2026-05-28
Investing.com Australia
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.investing.com
2026-05-28
Investing.com
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