Semiconductor News & Analysis Feed
13 articles
2026-09-09
www.digitimes.com
2026-09-09
2026-08-26
2026-08-10
news.google.com
2026-08-10
2026-07-30
finance.yahoo.com
2026-07-30
2026-07-30
www.prnewswire.com
2026-07-30
2026-07-27
news.google.com
2026-07-27
2026-07-04
news.google.com
2026-07-04
2026-06-25
cryptobriefing.com
2026-06-25
Cantor Fitzgerald's semiconductor analyst CJ Muse has significantly raised Micron Technology's price target from $700 to $1,500, citing a sustained global memory supply shortage that he believes will drive the company's earnings through 2028. Muse forecasts total memory industry revenue reaching $1.
2026-06-25
www.aol.com
2026-06-25
Cantor Fitzgerald analyst CJ Muse argues that the memory market will face even tighter supply in 2027, supporting Micron Technology's earnings growth through 2028. Muse contends that the current supply-demand imbalance in DRAM and HBM is more severe than widely anticipated, especially amid sustained
2026-06-25
247wallst.com
2026-06-25
Cantor Fitzgerald analyst CJ Muse stated on CNBC that the memory cycle investors are watching may not peak where they expect, with supply constraints likely to intensify in 2027 compared to 2026. He argued that due to the long lead times and massive capital investment required for DRAM and HBM produ
2026-06-25
finance.yahoo.com
2026-06-25
Cantor Fitzgerald analyst CJ Muse argues that the memory market will face even tighter supply conditions in 2027, which could drive Micron Technology’s earnings through 2028. Muse contends that current market expectations for the memory cycle’s peak are overly optimistic, and that supply constraints
2026-06-14
tomshardware.com
2026-06-14
The Computer History Museum (CHM) recently recovered a significant trove of computing artifacts from an abandoned warehouse in Castrop-Rauxel, North West Germany, containing over 2,000 items spanning from the 1930s to the 1980s. The warehouse, which was three stories high and roughly 11,840 square f
2026-05-27
www.cnx-software.com
2026-05-27
MuseLab has launched the nanoCH32H417 development board, a cost-effective solution based on the WCH CH32H417 dual-core RISC-V microcontroller priced at just $17. This board supports USB 3.0, Fast Ethernet (100Mbps), and other advanced features, making it a versatile platform for embedded developers.