Semiconductor News & Analysis Feed
20 articles
2026-08-19
www.quiverquant.com
2026-08-19
Micron Technology delivered a strong quarterly earnings report, with revenue reaching $41.5 billion in Q3 2026, up 345.72% year-over-year. The company's gross margins expanded significantly, and demand for high-bandwidth memory products outpaces supply through 2026. Analysts highlight robust earning
2026-08-19
eetimes.com
2026-08-19
IBM has made a significant step toward fault-tolerant quantum computing by connecting and cooling the first two modules of a new cryogenic architecture designed to support multiple quantum processors, aiming for a functional quantum computer by 2029. However, this advancement highlights that scaling
2026-08-19
www.sdxcentral.com
2026-08-19
2026-08-19
sg.finance.yahoo.com
2026-08-19
2026-08-19
finance.yahoo.com
2026-08-19
2026-08-19
news.google.com
2026-08-19
2026-08-18
news.google.com
2026-08-18
2026-08-18
thequantuminsider.com
2026-08-18
2026-08-18
news.google.com
2026-08-18
2026-08-18
eetimes.com
2026-08-18
NVIDIA is positioning itself at the center of hybrid quantum-classical computing by emphasizing the role of classical computing infrastructure in the emerging quantum landscape. At the Barcelona Supercomputing Center, its GPU-powered supercomputer MareNostrum 5 is connected to multiple quantum syste
2026-08-18
www.quiverquant.com
2026-08-18
onsemi (ON) stock rose 3.2% following strong second-quarter 2026 results, driven by improved profitability, a significant increase in free cash flow, and positive guidance for the third quarter. The company reported revenue of $1.604 billion, non-GAAP diluted EPS of $0.74, and free cash flow of $425
2026-08-17
www.quiverquant.com
2026-08-17
2026-08-17
2026-08-16
simplywall.st
2026-08-16
Rigetti Computing (RGTI) has regained market attention following a $100 million CHIPS Act funding letter of intent, progress on its Cepheus-1-108Q system, and expanded partnerships in high-performance computing. While the stock rose 33.38% over 30 days, it remains down 20.25% year-to-date. Despite i
2026-08-16
simplywall.st
2026-08-16
Rigetti Computing (RGTI) has drawn renewed attention following a $100 million CHIPS Act funding letter of intent, progress on its Cepheus-1-108Q system, and expanded partnerships in high-performance computing. While the stock rose 33.38% over 30 days, it remains down 20.25% year-to-date, indicating
2026-08-16
www.quiverquant.com
2026-08-16
Rigetti Computing's recent quarterly earnings report showed a significant revenue increase to $5.1 million from $1.8 million, despite ongoing losses, prompting a positive market reaction. The company's $100 million CHIPS Act letter of intent is seen as a potential catalyst for hardware advancements.
2026-08-15
news.google.com
2026-08-15
2026-08-15
www.quiverquant.com
2026-08-15
With the surge in demand for artificial intelligence (AI), Taiwan Semiconductor Manufacturing Company (TSMC) has emerged as a central player in the AI semiconductor ecosystem. Social media discussions highlight TSMC's strength in advanced process nodes, which have driven record wafer revenue in rece
2026-08-15
www.quiverquant.com
2026-08-15
Leopold Aschenbrenner’s Situational Awareness hedge fund significantly increased its positions in Micron Technology and SanDisk during Q2 2026, building multibillion-dollar holdings before a sharp market correction in July led to substantial losses. The fund’s Micron stake rose from 17,362 to 4.83 m
2026-08-15
news.google.com
2026-08-15