Semiconductor News & Analysis Feed
20 articles
2026-10-02
finance.yahoo.com
2026-10-02
2026-10-01
stockstory.org
2026-10-01
2026-10-01
www.theglobeandmail.com
2026-10-01
2026-10-01
www.tradingview.com
2026-10-01
2026-10-01
markets.financialcontent.com
2026-10-01
Micron's Q3 CY2026 results represent a watershed moment for the memory industry, with revenue surging 379% year-over-year to $54.23 billion and operating margins nearly tripling to 80.7%. The underlying narrative extends well beyond a single quarter's beat: it signals a structural repricing of memor
2026-10-01
markets.chroniclejournal.com
2026-10-01
2026-09-30
www.telecompaper.com
2026-09-30
2026-09-21
www.investing.com
2026-09-21
2026-09-08
2026-07-30
2026-06-23
2026-06-18
seekingalpha.com
2026-06-18
ASML CEO Christophe Fouquet emphasized the importance of avoiding supply constraints when supporting new projects such as Elon Musk's Terafab initiative. This statement highlights the growing demand for advanced semiconductor manufacturing equipment, particularly in EUV lithography, which is critica
2026-06-17
www.bloomberg.com
2026-06-17
ASML CEO's warning about potential supply constraints for Tesla's Terafab highlights the critical bottleneck in semiconductor manufacturing equipment capacity. This issue reflects the broader challenges facing the global semiconductor supply chain, particularly the limited availability of advanced l
2026-06-11
2026-06-11
www.digitimes.com
2026-06-11
Gudeng Chairman and CEO Bill Chiu highlighted that global AI demand is driving expansion in 2nm and 3nm advanced-node capacity, yet the primary constraint isn't fab construction but securing extreme ultraviolet lithography systems. This reveals a critical bottleneck in the semiconductor industry's t
2026-06-02
finance.yahoo.com
2026-06-02
2026-05-29
2026-05-21
news.futunn.com
2026-05-21
2026-05-11
www.kiprinform.com
2026-05-11
2026-05-07
www.tweaktown.com
2026-05-07