Semiconductor News & Analysis Feed
20 articles
2026-07-31
ts2.tech
2026-07-31
AXT (NASDAQ:AXTI) stock surged 27% in regular trading and an additional 23.9% after hours following its Q2 earnings report on July 30, 2026. The company beat revenue and adjusted EPS estimates significantly, with a 64.8% incremental gross margin and a 58.1% incremental operating margin. The strong p
2026-07-30
www.tradingview.com
2026-07-30
2026-07-30
www.tradingview.com
2026-07-30
2026-07-30
www.marketscreener.com
2026-07-30
2026-07-20
www.ad-hoc-news.de
2026-07-20
2026-07-20
www.taiwannews.com.tw
2026-07-20
2026-07-15
www.timothysykes.com
2026-07-15
2026-07-15
stockstotrade.com
2026-07-15
2026-07-15
stockstotrade.com
2026-07-15
2026-07-09
www.digitimes.com
2026-07-09
GlobalWafers' second-quarter results revealed a positive trend in wafer demand, indicating a recovery in the global semiconductor market. This improvement spans both advanced and mature process nodes, suggesting a broad-based recovery across the semiconductor supply chain. The company's performance
2026-07-09
2026-07-08
stockstotrade.com
2026-07-08
AXTI (NASDAQ: AXTI) stock surged 7.93% on July 8, 2026, driven by positive semiconductor demand and long-term AI wafer contracts. The company's subsidiary, Beijing Tongmei Xtal Technology, signed a $25.4 million indium phosphide wafer supply agreement with Nanjing Casela Technologies through 2027, f
2026-07-07
news.google.com
2026-07-07
2026-07-06
news.google.com
2026-07-06
2026-07-06
news.google.com
2026-07-06
2026-07-05
news.google.com
2026-07-05
2026-06-16
www.ad-hoc-news.de
2026-06-16
As AI data center expansion accelerates, demand for semiconductor manufacturing equipment is rising, placing Lam Research's Sense.i plasma etch platform under increased scrutiny. Designed for high-aspect-ratio 3D NAND and advanced logic nodes, the platform addresses the precision requirements of sub
2026-06-11
www.techinsights.com
2026-06-11
TechInsights' Q3 2025 wafer demand forecast update highlights a growing bifurcation in the semiconductor market, driven by robust growth in AI-related segments while other industries face headwinds from weak end-market trends and inventory digestion. The AI boom is particularly evident in high-bandw
2026-05-22
2026-05-20
news.google.com
2026-05-20