Semiconductor News & Analysis Feed

Samsung Electronics has forecasted that global chip shortages will persist until 2028, highlighting the severe challenges facing the semiconductor industry. The company has begun signing long-term contracts to secure chip supply stability, indicating that the semiconductor supply chain tensions will

Micron Technology's recent Q3 earnings report was exceptionally strong, with revenue up 4x YoY, EPS jumping 15x, and gross margins reaching 84.6%. This surge is driven by unprecedented demand for high-bandwidth memory (HBM) fueled by the AI boom, particularly supporting NVIDIA and AMD's AI accelerat

Micron's Q2 FY2026 earnings report delivered an unprecedented performance, with revenue of $41.46 billion, up 346% year-over-year, gross margin of 84.9%, and EPS of $25.11, significantly exceeding market expectations. The company secured approximately $100 billion in guaranteed revenue through 16 mu