Semiconductor News & Analysis Feed
20 articles
2026-10-08
2026-10-02
www.timothysykes.com
2026-10-02
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stockstotrade.com
2026-10-02
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www.timothysykes.com
2026-10-02
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news.google.com
2026-10-02
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finance.yahoo.com
2026-10-01
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www.investing.com
2026-10-01
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ca.investing.com
2026-10-01
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www.pcguide.com
2026-10-01
Micron's fiscal 2026 results mark a structural inflection point in the memory industry rather than a conventional cyclical peak. The 256% revenue surge to $133.2 billion, propelled by AI-infrastructure demand for DRAM and NAND, signals that the traditional memory cycle—historically defined by boom-b
2026-10-01
www.digitimes.com
2026-10-01
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2026-10-01
2026-10-01
finance.yahoo.com
2026-10-01
Micron's record-breaking Q4 results—$54.2B in revenue, 87% adjusted gross margins, and a Q1 FY27 guide of $61.5B—paradoxically triggered an after-hours selloff, underscoring a critical tension in the current memory supercycle. The market's reaction was not to the earnings beat but to the capex signa
2026-10-01
startupfortune.com
2026-10-01
Micron's fiscal Q4 results — $54.2B in revenue, a 379% year-over-year surge — and its aggressive Q1 2027 guidance of $61.5B represent what is arguably the most consequential beat-and-raise in the memory industry's history. Yet the market's near-indifference, a mere 0.3% after-hours pop, is the more
2026-10-01
www.fxleaders.com
2026-10-01
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2026-10-01
www.investors.com
2026-10-01
2026-10-01
seekingalpha.com
2026-10-01