Semiconductor News & Analysis Feed

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Micron Technology delivered record fiscal Q3 2026 results, with revenue reaching $41.46 billion, driven by surging demand for High-Bandwidth Memory (HBM) in AI infrastructure. The company's HBM capacity is sold out through 2027, with $100 billion in multi-year contracted revenue, indicating strong f
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Taiwan Semiconductor Manufacturing Company (TSMC) reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and a gross margin of 66.2%. The company's performance underscores its dominance in the global semiconductor industry, particularly in AI accelerators, which accou
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