Semiconductor News & Analysis Feed

20 articles

2026-09-25

Qualcomm shares rise as Apple license renewal adds to Snapdragon Summit momentum - Quiver Quantitative

0.9

www.quiverquant.com 2026-09-25

2026-09-24

Cadence ChipStack Adds RTL Generation: Can Agents Code Production Silicon? - The Futurum Group

0.95

futurumgroup.com 2026-09-24

2026-09-23

Cadence adds RTL generation to ChipStack AI Super Agent - Engineering.com

0.95

www.engineering.com 2026-09-23

2026-09-23

Michael Burry adds fresh shorts in Micron, Nebius, Palantir as chip supply ramps up (MU:NASDAQ) - Seeking Alpha

0.72

seekingalpha.com 2026-09-23

2026-09-23

Michael Burry adds fresh shorts in Micron, Nebius, Palantir as chip supply ramps up - TradingView

0.78

www.tradingview.com 2026-09-23

2026-09-22

ASML Adds 1% as 110 EUV Tools Test Factory Throughput - TradingView

0.93

www.tradingview.com 2026-09-22

ASML's near-1% gain to $1,696 underscores a market pricing in a capacity story rather than a technology breakthrough. The roadmap to deliver 110+ EUV systems by 2028—up from a stated floor of 80 in 2027—represents a 37.5%+ annual output increase, an ambitious target for a business whose product is a

ASML EUV Lithography Extreme Ultraviolet Advanced Process Node AI Chips Semiconductor Equipment Capacity Expansion Wafer Fabrication

2026-09-22

ASML Adds 1% as 110 EUV Tools Test Factory Throughput - Yahoo Finance

0.95

news.google.com 2026-09-22

2026-09-19

CXL adds memory capacity, but HBM retains its bandwidth edge

0.92

digitimes.com 2026-09-19

2026-09-17

NVIDIA Adds Orchestration Layer to Open-Source CUDA-Q Software - ExecutiveBiz

0.78