Semiconductor News & Analysis Feed
20 articles
2026-08-14
wccftech.com
2026-08-14
While HBM continues to gain importance in datacenters and GPUs for AI inference due to its capacity and bandwidth advantages, recent research reveals that memory manufacturers like Micron are still benefiting more from general-purpose DRAM shipments in terms of gross margins. The latest findings ind
2026-08-03
2026-07-29
2026-07-16
finance.yahoo.com
2026-07-16
2026-07-16
finance.biggo.com
2026-07-16
2026-07-16
focustaiwan.tw
2026-07-16
2026-07-13
news.google.com
2026-07-13
2026-07-10
tomshardware.com
2026-07-10
Nanya Technology plans to quadruple its capital expenditure to over TWD 200 billion (approximately $6.2 billion) in 2027, four times its current budget. This surge is driven by a significant rise in DRAM prices, which pushed the company's gross margin to 79.5% in Q2, compared to a negative 20.6% in
2026-07-10
www.fool.com
2026-07-10
Micron Technology reported an impressive gross margin of 87% in its core data center business, a figure that surpasses most software companies. In Q3 2026, the segment generated record revenue of $11.5 billion, up 103% from the previous quarter, and now accounts for about 28% of the company’s total
2026-07-10
2026-07-08
finance.biggo.com
2026-07-08
TSMC's Q1 2026 financial performance exceeded expectations with a gross margin of 66.2%, up 3.9 percentage points from the previous quarter, surpassing guidance by 120 basis points. This strong performance reflects the company's advanced process technology optimization and robust market demand. Howe
2026-07-06
news.google.com
2026-07-06
2026-06-25
www.cnbc.com
2026-06-25
Micron Technology's recent earnings analysis focuses on gross margin performance and capacity allocation plans through 2027, reflecting the current challenges and opportunities within the semiconductor industry. Analyst Amit Daryanani from Evercore notes that investor attention has shifted from trad
2026-06-22
startupfortune.com
2026-06-22
Micron's upcoming June 24 earnings report is not just a routine quarterly update but a critical test of its evolving market positioning. Historically viewed as a cyclical memory supplier, Micron is now being evaluated as a key player in the AI infrastructure buildout, evidenced by its 81% gross marg
2026-06-21
www.tradingkey.com
2026-06-21
Micron Technology is set to release its fiscal third-quarter 2026 earnings, with Wall Street expecting a significant performance boost. Consensus estimates project EPS of $19.72 and revenue of $34.38 billion, representing year-over-year growth of 932% and 270%, respectively. The primary driver is th
2026-06-17
news.google.com
2026-06-17
2026-06-16
www.tikr.com
2026-06-16
Applied Materials (AMAT) reported record revenue of $7.91 billion in Q2 fiscal 2026, up 11% year-over-year, with operating income reaching $2.52 billion and operating margins expanding to 32%. The company's gross margin hit 50%—the highest in over 25 years—driven by value-based pricing on differenti
2026-05-28
news.google.com
2026-05-28
2026-05-28
2026-05-21
news.futunn.com
2026-05-21