Semiconductor News & Analysis Feed

ChangXin Memory Technologies (CXMT), China's largest DRAM manufacturer, has triggered market attention on Samsung Electronics and SK Hynix following a strong earnings surprise. In the first half of 2026, CXMT reported revenue of RMB 150.31 billion, up 873.6% year-on-year, and achieved a net profit o

Following strong earnings from Micron Technology, HSBC delivered a bullish outlook on artificial intelligence investments, reinforcing the view that AI spending continues to drive demand across the semiconductor industry despite recent market concerns. While macro factors such as Federal Reserve pol

HSBC delivered a bullish outlook on AI following Micron Technology's better-than-expected earnings, reinforcing the view that AI spending continues to drive demand across the semiconductor industry. Despite recent market concerns about AI demand slowdowns, HSBC emphasized that Micron's strong financ