Semiconductor News & Analysis Feed

Despite reporting record revenue of $11.5 billion in Q2 2026, a 50% YoY increase, AMD's stock price fell rather than rose, highlighting how market sentiment often outweighs fundamental performance. The article notes that while AMD's revenue surged, its free cash flow only accounted for 14% of revenu

Cathie Wood's ARK ETFs made significant trades on August 5, 2026, buying $22.79 million worth of Space Exploration Technologies (SPCX) and increasing their stake in NVIDIA (NVDA) by $17 million, signaling continued confidence in aerospace and AI sectors. Simultaneously, the fund offloaded positions

According to tech publication Digitimes, major memory chip manufacturers Samsung, SK Hynix, and Micron Technology have already completed capacity allocation negotiations for 2027, indicating a sustained tight supply outlook. This reflects the growing demand for high-performance memory across AI, dat