Semiconductor News & Analysis Feed
20 articles
2026-07-12
news.google.com
2026-07-12
2026-07-12
news.google.com
2026-07-12
2026-07-12
news.google.com
2026-07-12
2026-07-12
news.google.com
2026-07-12
2026-07-12
news.google.com
2026-07-12
2026-07-11
2026-07-11
www.foreignpolicyjournal.com
2026-07-11
2026-07-11
finance.yahoo.com
2026-07-11
2026-07-11
2026-07-11
www.fool.com
2026-07-11
NVIDIA has experienced an extraordinary rise over the past decade, with its stock price soaring from around $1.28 in summer 2016 to nearly $204 today—a gain of nearly 160-fold. This surge was driven by NVIDIA's strategic pivot into artificial intelligence (AI), leveraging its graphics chips original
2026-07-11
seekingalpha.com
2026-07-11
2026-07-11
seekingalpha.com
2026-07-11
2026-07-10
www.barchart.com
2026-07-10
Micron Technology, a leading global memory chip manufacturer, has seen explosive stock performance in 2026, with a 705% gain over the past year and a 1,540% increase over three years. Valued at over $1 trillion, the company recently announced a significant increase in its U.S. investment plan to mor
2026-07-10
finance.yahoo.com
2026-07-10
In Q3 2026, both SanDisk and Micron delivered impressive results amid surging demand for storage driven by AI. However, their business models and risk profiles differ significantly. Micron, with U.S.-based fabs, long-term customer contracts, and substantial capital expenditure, presents a more stabl
2026-07-10
247wallst.com
2026-07-10
This analysis compares SanDisk and Micron's memory stocks, highlighting significant differences in their risk profiles despite both being leading semiconductor storage companies. The article examines how their distinct technological strengths - SanDisk's 3D NAND expertise versus Micron's DRAM capabi
2026-07-10
247wallst.com
2026-07-10
Jim Cramer views SK Hynix's upcoming NASDAQ listing as a pivotal moment for the memory sector. He urges Wall Street analysts to raise their estimates to justify the deal’s valuation and market reception. While he notes risks from fragmented syndicate allocations, he highlights quality institutional
2026-07-10
finance.yahoo.com
2026-07-10
Jim Cramer urged SK Hynix analysts to raise their estimates ahead of the company's Nasdaq IPO, citing strong performance by Micron Technology (MU) as a benchmark. Micron beat consensus by 18% in Q3 2026, posting a 345.7% YoY revenue surge and record non-GAAP EPS of $25.11. The company’s gross margin
2026-07-10
www.gurufocus.com
2026-07-10
Bank of America analysts are optimistic about Micron Technology's prospects in the AI chip market, viewing the company as poised for significant growth. This assessment is based on Micron's leading position in memory technology and the substantial market demand driven by artificial intelligence's ra
2026-07-10
news.google.com
2026-07-10
2026-07-10
communityimpact.com
2026-07-10
Texas Instruments (TI) has received a $33.6 million state grant from Texas to support the expansion of its semiconductor facility in Richardson. This expansion is part of a $700 million project aimed at increasing production capacity and technological capabilities at the 300mm wafer manufacturing pl