Semiconductor News & Analysis Feed
56 articles
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How Record Margins, AI Demand Visibility and Singapore Expansion At Applied Materials (AMAT) Has Changed Its Investment Story
Simply Wall St
Tue, June 9, 2026 at 11:16 PM PDT 3 min read
AMAT
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In recent days, Applied Materials reported record quarterly revenue and its highest gross margin in more than two decades, raised its semiconductor equipment g
2026-06-08
www.tradingview.com
2026-06-08
TradingView
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2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Nvidia’s profit margins projected to remain above 70% through 2030
Hyperscalers' deep dependence on Nvidia's AI chips leaves few alternatives, giving the company pricing power that most industries can
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.bloomberg.com
2026-06-05
Bloomberg
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2026-06-05
news.google.com
2026-06-05
Trefis
2026-06-05
news.google.com
2026-06-05
Trefis
2026-06-01
www.cnbc.com
2026-06-01
CNBC
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2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-28
news.google.com
2026-05-28
MSN
2026-05-28
news.google.com
2026-05-28
CNBC
2026-05-28
wccftech.com
2026-05-28
Wccftech
Apple is already considering the discontinuation of the MacBook Neo's $599 base variant, which would be equivalent to a stealth price hike of $100. Now, however, as TSMC appears all set to pursue an inflationary pricing regime for its advanced nodes, Apple might have to resort to a bigger price jump to prevent its razor-thin margins on the MacBook Neo from tumbling into the negative territory.
2026-05-21
seekingalpha.com
2026-05-21
Seeking Alpha
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2026-05-18
www.tradingview.com
2026-05-18
TradingView
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2026-05-16
www.ad-hoc-news.de
2026-05-16
AD HOC NEWS
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