Semiconductor News & Analysis Feed
20 articles
2026-09-30
2026-09-29
www.techdigest.tv
2026-09-29
The Q2 2026 semiconductor revenue milestone of $425 billion represents far more than a cyclical upswing—it signals a structural repricing of the industry's growth model. The 31.4% quarter-over-quarter surge, while extraordinary, is best understood through the lens of AI infrastructure's gravitationa
2026-09-27
www.tokenpost.com
2026-09-27
Broadcom's decision to raise its fiscal 2026 AI semiconductor revenue outlook to $58 billion — and project a staggering $230 billion by fiscal 2028 — signals that the company views AI infrastructure buildout not as a cyclical spike but as a structural, multi-year expansion. The 221% year-over-year g
2026-09-24
siliconangle.com
2026-09-24
2026-09-23
seekingalpha.com
2026-09-23
2026-09-23
www.investing.com
2026-09-23
2026-09-22
finance.yahoo.com
2026-09-22
The September 2026 semiconductor rally—marked by a 3%+ surge in the PHLX Semiconductor Index and AMD's brief $1 trillion milestone—has reignited investor interest in the capital-equipment layer of the AI chip supply chain. Rather than chasing downstream chip designers, capital is rotating upstream t
2026-09-21
www.tradingview.com
2026-09-21
2026-09-18
2026-09-18
finance.yahoo.com
2026-09-18
2026-09-18
2026-09-17
au.finance.yahoo.com
2026-09-17
2026-09-17
finance.biggo.com
2026-09-17
2026-09-16
www.digitimes.com
2026-09-16
2026-09-16
2026-09-15
www.electronicsforyou.biz
2026-09-15
2026-09-15
www.moomoo.com
2026-09-15
2026-09-15
www.digitimes.com
2026-09-15
2026-09-15
news.google.com
2026-09-15
2026-09-15
www.businesskorea.co.kr
2026-09-15