Semiconductor News & Analysis Feed
20 articles
2026-10-01
www.tradingview.com
2026-10-01
2026-10-01
www.barrons.com
2026-10-01
2026-10-01
www.forbes.com
2026-10-01
2026-09-27
finance.yahoo.com
2026-09-27
Micron's 86% gross margin guidance for fiscal Q4 2026 represents a structural break from the memory industry's historical pattern. No memory maker has sustained margins anywhere near this level, and the article's central thesis is that the cyclical nature of DRAM and NAND pricing will eventually rea
2026-09-27
www.fool.com
2026-09-27
Micron's guidance of an 86% gross margin for fiscal Q4 2026 represents a structural break from the memory industry's historical pattern, yet the article's central argument is that history suggests such levels are inherently transient. The AI-driven demand supercycle has compressed the traditional su
2026-09-27
seekingalpha.com
2026-09-27
This Seeking Alpha podcast episode, featuring Sara Awad of Tech Contrarians, provides a layered read on the semiconductor and tech landscape heading into Q4 2026. The central analytical thread is that while AI safety headlines—sparked by a rare public consensus among Amodei, Altman, and Musk on paci
2026-09-25
www.tradingview.com
2026-09-25
2026-09-03
news.google.com
2026-09-03
2026-09-01
finance.biggo.com
2026-09-01
Amid an ongoing price war in the silicon carbide (SiC) industry, BASiC Semiconductor (9971.HK) has become the first company in the sector to achieve a positive gross margin, marking a significant breakthrough. The company reported its first interim results after listing on the Hong Kong Stock Exchan
2026-09-01
www.fool.com
2026-09-01
NVIDIA delivered another exceptional quarterly performance, reporting $96.2 billion in revenue—a 106% year-over-year increase and 18% quarter-over-quarter growth—while maintaining a robust 75% gross margin. Despite rising memory chip prices, the company’s profitability remains strong. The launch of
2026-08-29
www.theglobeandmail.com
2026-08-29
NVIDIA's Q2 fiscal 2027 earnings were exceptional, with data center sales up 117% year-over-year, and total revenue reaching $96.2 billion—more than double the $46.7 billion from a year ago. Despite this strong performance, NVIDIA's gross margin is declining, primarily due to rising memory costs. CF
2026-08-29
www.theglobeandmail.com
2026-08-29
NVIDIA's Q2 2027 earnings report showcased robust growth, with data center sales up 117% year-over-year and total revenue reaching $96.2 billion, more than double the prior year’s figure. Despite this success, the company’s gross margin is declining, primarily due to rising costs of high-bandwidth m
2026-08-29
finance.yahoo.com
2026-08-29
NVIDIA's Q2 2026 earnings report underscored its dominant position in the AI infrastructure space, with total revenue reaching $96.2 billion—more than double the $46.7 billion from a year ago and up 18% from the previous quarter. The data center segment alone generated $89 billion, surpassing the co
2026-08-29
2026-08-28
finance.yahoo.com
2026-08-28
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