Semiconductor News & Analysis Feed

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2026-09-11
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2026-08-14
finance.yahoo.com 2026-08-14
Morgan Stanley stated in a client note that Applied Materials' quarterly revenue guidance implies slower full-year systems shipment growth than previously estimated. This outlook has drawn attention in the semiconductor equipment sector, which is currently facing demand volatility and increasing com
2026-08-14
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2026-08-05
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2026-07-23
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Texas Instruments (TI) reported stronger-than-expected quarterly revenue, signaling a recovery in industrial chip demand and increasing momentum in its AI data center chip segment. While TI does not manufacture high-performance AI processors like NVIDIA, it plays a critical role in the AI ecosystem
2026-07-23
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2026-07-20
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