Semiconductor News & Analysis Feed
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2026-11-13
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2026-10-02
finance.yahoo.com
2026-10-02
2026-10-02
247wallst.com
2026-10-02
Micron's paradoxical post-earnings decline—despite a 379% YoY revenue surge and an 87% gross margin—exposes a fundamental market debate about whether the AI-driven memory supercycle represents a structural shift or a cyclical peak. The bull case rests on unprecedented supply discipline: over 75% of
2026-09-19
2026-09-16
www.chosun.com
2026-09-16
2026-09-15
news.futunn.com
2026-09-15
2026-09-14
2026-09-09
www.digitimes.com
2026-09-09
2026-09-09
2026-09-08
news.google.com
2026-09-08
2026-09-06
www.hindustantimes.com
2026-09-06
2026-09-05
www.ad-hoc-news.de
2026-09-05
2026-09-03
2026-09-01
www.tomshardware.com
2026-09-01
NVIDIA's top-tier RTX 5090 gaming GPU has surged to at least $5,000, driven by the AI boom. Prices have more than doubled since its launch last year, with the entire RTX 50-series family experiencing significant increases. The primary driver is a shortage of critical semiconductor components, divert
2026-09-01