Semiconductor News & Analysis Feed
20 articles
2026-09-27
www.ad-hoc-news.de
2026-09-27
SK Hynix stands at a critical inflection point where three strategic threads converge: an increasingly concentrated HBM customer base, a potential mega-IPO of its NAND arm, and a deliberate cost-discipline push in its home market. The most consequential development is the HBM lock-in — with Nvidia,
2026-09-23
2026-09-23
2026-09-18
2026-09-17
www.barrons.com
2026-09-17
2026-09-15
2026-09-12
simplywall.st
2026-09-12
NVIDIA's strategic expansion of its AI factory footprint represents a significant move in the rapidly evolving semiconductor landscape. As artificial intelligence continues to permeate various industries, NVIDIA's enhanced manufacturing capabilities position the company to meet surging demand for co
2026-09-12
2026-09-09
2026-09-05
www.gurufocus.com
2026-09-05
2026-09-04
www.bloomberg.com
2026-09-04
2026-09-02
www.gurufocus.com
2026-09-02
Cadence Design Systems (CDNS) has experienced a 7.6% stock decline, prompting market speculation about its valuation. According to GuruFocus, despite the short-term drop, CDNS remains fundamentally strong within the semiconductor ecosystem. As a leading provider of Electronic Design Automation (EDA)
2026-08-29
www.gurufocus.com
2026-08-29
2026-08-19
news.google.com
2026-08-19
2026-08-17
seekingalpha.com
2026-08-17
2026-08-15
simplywall.st
2026-08-15
Micron Technology (MU) has launched a $250 million AI-focused investment fund, the Micron Ventures Paradigm Fund, aimed at investing across the entire AI technology stack. This move offers investors a new lens through which to evaluate the company's stock. Despite strong stock performance—7-day retu
2026-08-11
finance.yahoo.com
2026-08-11
2026-08-11
www.trefis.com
2026-08-11
This article analyzes NVIDIA's current P/E ratio and the underlying dynamics behind it. Although the stock has declined from its peak and its P/E ratio has dropped from around 32x to approximately 17x, this decrease does not reflect undervaluation but rather an advance payment for future growth. The
2026-08-11
simplywall.st
2026-08-11
ON Semiconductor (ON) has returned to profitability with its Q2 2026 results, issuing third-quarter guidance amid a recent stock price decline. Despite strong earnings, the share price has dropped 16.9% over the past month and 23.4% over the quarter, though it has seen a 69.4% total shareholder retu
2026-08-10
news.google.com
2026-08-10