Semiconductor News & Analysis Feed

As the AI hardware market continues to expand, the semiconductor industry is entering a pivotal quarter-end earnings window. In the upcoming month of September, NVIDIA, Broadcom, and Micron are set to report their results, drawing significant market attention. NVIDIA, leading in the data center GPU

Photronics reported a record proportion of high-end integrated-circuit photomask revenue in Q3 2026, accounting for 44% of total IC sales, driven by ongoing industry-wide migration toward advanced manufacturing nodes and sustained high fab utilization rates. Total revenue rose 2.7% year-over-year to