Semiconductor News & Analysis Feed
340 articles
2026-06-25
www.thetimes.com
2026-06-25
The Times
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2026-06-25
mezha.net
2026-06-25
mezha.net
Micron forecasts stronger revenue, boosts stock as AI demand strains HBM supply
Thursday, 25 June 2026, 00:07
The chipmaker expects sales well above analyst estimates and plans heavy capex, hinting at wider industry shifts driven by AI—details could reshape server supply chains.
As stated by Reuters
Micron Technology expects quarterly earnings to beat analysts’ expectations, while noting that i
2026-06-25
www.syracuse.com
2026-06-25
Syracuse.com
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2026-06-25
www.wsj.com
2026-06-25
WSJ
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
Investing.com Nigeria
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2026-06-25
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
’s revenue more than quadrupled in the fiscal third quarter, the company said on Wednesday, as the memory maker continued to benefit from soaring demand tied to the artificial intelligence boom. The stock rose over 16% at one point in extended trading.
Here’s how the memory maker did versus LSEG consensus estimates:
Revenue increased from $9.3 billion a year earlier, Micron said in a stat
2026-06-25
news.google.com
2026-06-25
Stock Titan
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia: Rapid Revenue Expansion
Nvidia (
NVDA
0.40%
) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
It announced that its Vera Rubin platform entered full production on June 1, 2026, and it reported 72% net income margin for its fiscal first quarter ended April 26, 2026.
Advanced Micro Devices: Steady Revenue Trajectory
Advanced Micro
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia vs. Advanced Micro Devices: What Do Their Revenue Trends Tell Investors?
Robert Izquierdo, The Motley Fool
Wed, June 24, 2026 at 3:47 AM PDT 4 min read
NVDA
-1.36%
AMD
-2.27%
RXT
-9.15%
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Nvidia: Rapid Revenue Expansion
Nvidia (NASDAQ:NVDA) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
I
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-23
twaslnews1.twaslnews.com
2026-06-23
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AI boom and HBM demand to boost Micron’s DRAM revenues in Q3 | FXStreet
الكاتب
abdulrahman
تاريخ النشر
منذ 18 ساعة
جدول المحتوى
Key takeaways
Micron Technology, Inc. price and EPS surprise
HBM and AI adoption create a major tailwind for MU’s DRAM
Strategic partnerships strengthen Micron’s AI position
Key takeaways
Micron is set to report Q3 fiscal 2026 results, with DRAM expected
2026-06-23
www.fxstreet.com
2026-06-23
FXStreet
www.fxstreet.com
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2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.23. 14:41
HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry.
Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina