Semiconductor News & Analysis Feed
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2026-10-08
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2026-09-30
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seekingalpha.com
2026-09-23
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2026-09-21
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finance.yahoo.com
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www.chosun.com
2026-09-16
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www.barrons.com
2026-09-03
2026-08-29
finance.yahoo.com
2026-08-29
2026-08-25
www.venturesquare.net
2026-08-25
2026-08-11
www.tradingview.com
2026-08-11
Micron Technology stated that the memory market is likely to remain structurally tight beyond 2027 due to sustained demand driven by artificial intelligence. Despite a 29% stock drop in July—the worst monthly performance since June 2005—premarket trading saw a slight gain. Sumit Sadana, Micron's chi
2026-08-11
stocktwits.com
2026-08-11
2026-08-11
news.google.com
2026-08-11
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2026-07-27
news.google.com
2026-07-27
2026-07-25
247wallst.com
2026-07-25
The AI boom has transformed semiconductors from a cyclical industry into a strategically critical sector globally. Memory chips, once considered commodity components, have become a bottleneck for everything from smartphones to AI servers, granting suppliers unprecedented pricing power and forcing cu
2026-07-25
finance.yahoo.com
2026-07-25
The ongoing dispute between Apple and Micron has taken a dramatic turn, with Apple lobbying the Trump administration to source memory from the U.S.-blacklisted Chinese supplier CXMT. This move could reshape the global memory market and highlights the strategic importance of semiconductors in the AI
2026-07-24
www.precedenceresearch.com
2026-07-24
The North America semiconductor memory market surpassed USD 32.93 billion in 2025 and is projected to reach USD 60.95 billion by 2035, growing at a CAGR of 6.35% from 2026 to 2035. This growth is primarily driven by the rapid expansion of AI, cloud services, and large-scale data center investments b