Semiconductor News & Analysis Feed
20 articles
2026-07-31
news.futunn.com
2026-07-31
Kioxia, a leading global NAND flash memory manufacturer, reported disappointing earnings that fell short of market expectations, causing a brief decline in its share price. While the company achieved significant growth in the first quarter of fiscal 2026, its operating profit and revenue did not mee
2026-07-31
www.moomoo.com
2026-07-31
Kioxia, a leading global NAND flash memory manufacturer, reported financial results that fell short of market expectations, despite significant revenue and profit growth. The company's operating profit forecast was below consensus, indicating a potential slowdown in NAND price increases. Nevertheles
2026-07-22
247wallst.com
2026-07-22
In the latest reporting period, both AMD and NVIDIA delivered impressive AI performance, yet their strategic directions diverge significantly. AMD is positioning itself as a credible second-source supplier for hyperscalers, while NVIDIA is expanding its infrastructure on an unprecedented scale, as d
2026-07-18
seekingalpha.com
2026-07-18
2026-07-14
news.google.com
2026-07-14
2026-07-06
news.google.com
2026-07-06
2026-07-03
2026-07-01
www.moomoo.com
2026-07-01
Renowned investor Michael Burry continues to hold significant put options on NVIDIA, signaling skepticism about the company's long-term prospects in the AI chip market. Burry believes that emerging alternatives such as Google's TPU and Amazon's Trainium may gradually erode NVIDIA's market dominance.
2026-06-29
www.digitimes.com
2026-06-29
According to DIGITIMES, Samsung Electronics could overtake SK Hynix to become the global leader in the high-bandwidth memory (HBM) market by 2027, driven by competitive advantages of HBM4 technology. HBM4, the sixth generation of HBM, offers higher bandwidth and lower power consumption, making it cr
2026-06-29
2026-06-24
www.cnbc.com
2026-06-24
In a recent interview, Kevin Cassidy, a senior executive at Micron Technology, expressed confidence in the company's current market position, emphasizing that its market share in the memory chip sector has reached a satisfactory level. This statement reflects Micron's prudent strategy amid intense c
2026-06-23
seekingalpha.com
2026-06-23
2026-06-19
www.tradingview.com
2026-06-19
HBM (High Bandwidth Memory) market demonstrated strong growth in the quarter, achieving record sales performance while gaining significant market share. This expansion is primarily driven by sustained demand increases in key application areas such as data centers, AI, and high-performance computing.
2026-06-19
www.tradingview.com
2026-06-19
HBM reported a 4.9% increase in sales to EUR 2.0 billion in Q1 2026/27, driven by strong European market share gains and resilient online growth. While adjusted EBIT remained stable, net income declined due to higher costs and negative currency effects. Full-year guidance has been confirmed, indicat
2026-06-18
www.prnewswire.com
2026-06-18
According to a recent report by Mordor Intelligence, the global semiconductor industry is projected to reach USD 1.01 trillion by 2031, up from USD 0.74 trillion in 2026, with a CAGR of 6.42% during the forecast period. Integrated circuits (ICs) dominate the market, accounting for 78.33% of the tota
2026-06-17
cryptobriefing.com
2026-06-17
NVIDIA's AI inference chip market share has risen to 74%, reinforcing its dominance in the fastest-growing segment of the AI industry. This growth underscores the company's technological leadership, particularly with its Blackwell architecture, which dramatically improves energy efficiency and reduc
2026-06-15
www.openpr.com
2026-06-15
Thin film lithium niobate (TFLN) chips are emerging as critical components in next-generation optical communication systems, driven by the rapid expansion of 5G, cloud computing, AI, IoT, and high-definition video applications. According to a report by QYResearch, the global TFLN chip market was val
2026-06-12
www.tweaktown.com
2026-06-12
Desktop GPU shipments in Q1 2026 rose only 0.6%, significantly below the typical 12% decline, despite a 25% year-over-year drop in desktop PC shipments. NVIDIA maintained a dominant 90% market share, while Intel gained ground, likely driven by demand in the AI sector. The AIB attach rate increased t
2026-06-09
www.openpr.com
2026-06-09
The Thin-Film Lithium Niobate (TFLN) photonic chip market is experiencing rapid growth, projected to reach US$319 million by 2031, with a CAGR of 18.0% from 2024 to 2031. This expansion is driven by increasing demand for ultra-high-speed optical communication, advanced computing, and next-generation
2026-06-08
counterpointresearch.com
2026-06-08
Counterpoint Research's quarterly report on global DRAM and HBM market share provides comprehensive insights into the rapidly evolving memory industry dynamics. The report features a unique 3-dimensional tracker capturing data across Brand, Application, and Type dimensions in both bits and revenue t