Semiconductor News & Analysis Feed
20 articles
2026-08-06
www.reuters.com
2026-08-06
2026-08-02
2026-07-31
www.marketbeat.com
2026-07-31
SK hynix's stock surged 17.5% following a strong quarterly earnings report, reflecting robust performance amid the AI-driven demand for memory chips. The company reported EPS of $8.76, significantly exceeding the consensus estimate of $5.12, while operating profit rose 557% year-over-year and revenu
2026-07-25
finance.yahoo.com
2026-07-25
Despite strong earnings in the semiconductor sector during the second quarter, tech stocks have shown a notable pullback, with the MSCI World Semiconductor Index dropping 6% in July. Investors are becoming increasingly cautious about the rapid gains seen earlier in the year, leading to a more critic
2026-07-17
www.theglobeandmail.com
2026-07-17
2026-07-15
news.google.com
2026-07-15
2026-07-14
news.google.com
2026-07-14
2026-07-10
www.fool.com
2026-07-10
Micron Technology is quietly positioning itself for a strong earnings catalyst through recent long-term supply agreements, shifting focus from the AI data center boom to automotive memory demand. While the market has largely centered on high-bandwidth memory and AI applications, Micron's strategic d
2026-07-10
finance.yahoo.com
2026-07-10
Micron Technology is quietly positioning itself for a strong earnings catalyst, shifting focus from its well-known role in high-bandwidth memory and AI data centers to strategic long-term supply agreements. In early July, Micron signed contracts with General Motors and Ford for memory supplies, incl
2026-06-28
www.koreatimes.co.kr
2026-06-28
Micron Technology's strong quarterly earnings and optimistic outlook are fueling expectations for improved profitability among South Korean semiconductor giants Samsung Electronics and SK Hynix in the second quarter. Industry sources indicate that Samsung is expected to release its Q2 guidance aroun
2026-06-26
finance.yahoo.com
2026-06-26
In Q1 2026, Janus Henderson's Global Sustainable Equity Fund highlighted Taiwan Semiconductor Manufacturing Company (TSMC) as a key contributor to performance amid market volatility. While the fund returned -3.07%, slightly outperforming the MSCI World Index at -3.57%, TSMC's strong earnings and dom
2026-06-25
www.cnbc.com
2026-06-25
Micron Technology's strong earnings report has sparked market optimism regarding potential future M&A activities. While the article primarily focuses on privacy policies and website usage terms, the headline clearly indicates heightened market attention on Micron's performance and possible deal-maki
2026-06-21
www.gurufocus.com
2026-06-21
Micron Technology demonstrates strong earnings expectations in its latest financial report, receiving high recognition from GuruFocus investment analysis platform. The website's analysts have upgraded their ratings for Micron, citing the company's leading position in the semiconductor industry and i
2026-05-26
2026-05-26
www.gurufocus.com
2026-05-26
NVIDIA, as a leading semiconductor company, faces stock decline despite strong earnings performance. This phenomenon reflects market caution toward tech stocks and revised investor expectations for future growth. While NVIDIA's products maintain widespread application in key areas like data centers,
2026-05-25
2026-05-24
www.benzinga.com
2026-05-24
2026-05-23
www.gurufocus.com
2026-05-23
2026-05-21
www.futuriom.com
2026-05-21
2026-05-17
www.quiverquant.com
2026-05-17